Latest Institutional Transactions on Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-255K- 99.32% |
$12.7M - $12.8M
|
1.75K
$90.5K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.7KClosed |
$134K - $136K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
399K+ 96.14% |
$19.8M - $20.1M
|
814K
$42.2M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
673New |
$33.5K - $33.9K
|
673
$34.9K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-120- 11.19% |
$5.97K - $6.04K
|
952
$49.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$796 - $806
|
16
$829
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.33K+ 1900.0% |
$66.2K - $67K
|
1.4K
$72.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.39K - $1.41K
|
28
$1.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
200KNew |
$9.95M - $10.1M
|
200K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-141- 2.79% |
$7.01K - $7.1K
|
4.91K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.9KNew |
$94.5K - $95.7K
|
1.9K
$98.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 6.37% |
$14.4K - $14.6K
|
4.83K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
308KNew |
$15.3M - $15.5M
|
308K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-67- 1.55% |
$3.33K - $3.37K
|
4.24K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.63K- 89.03% |
$81.2K - $82.2K
|
201
$10.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
158K+ 32.61% |
$7.87M - $7.97M
|
643K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
14.2KNew |
$704K - $713K
|
14.2K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.17KNew |
$307K - $311K
|
6.17K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
91.8KNew |
$4.56M - $4.62M
|
91.8K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-253- 90.36% |
$12.6K - $12.7K
|
27
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-633- 3.63% |
$31.5K - $31.9K
|
16.8K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-293- 4.25% |
$14.6K - $14.8K
|
6.6K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$9.95K - $10.1K
|
200
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-14.7K- 32.76% |
$730K - $739K
|
30.1K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.04KNew |
$300K - $304K
|
6.04K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
717+ 2.73% |
$35.7K - $36.1K
|
27K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 16.67% |
$4.97K - $5.04K
|
500
$25.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.5KNew |
$522K - $528K
|
10.5K
$544K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.7K+ 34.69% |
$84.6K - $85.6K
|
6.6K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-473- 10.34% |
$23.5K - $23.8K
|
4.1K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
10.7K+ 106.87% |
$533K - $540K
|
20.7K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.03KNew |
$201K - $203K
|
4.03K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-294- 3.05% |
$14.6K - $14.8K
|
9.33K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
246New |
$12.2K - $12.4K
|
246
$12.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.21K- 59.64% |
$309K - $313K
|
4.2K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$86.9K - $88K
|
1.75K
$90.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$49.7 - $50.4
|
6.04K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17.4K- 13.48% |
$864K - $875K
|
112K
$5.78M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-600- 8.12% |
$29.8K - $30.2K
|
6.79K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
1.9K+ 1.12% |
$94.6K - $95.8K
|
172K
$8.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-985KClosed |
$49M - $49.6M
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
801New |
$39.8K - $40.3K
|
801
$41.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
639+ 12.26% |
$31.8K - $32.2K
|
5.85K
$303K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-10.7K- 53.84% |
$530K - $536K
|
9.13K
$473K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
338New |
$16.8K - $17K
|
338
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
43+ 0.87% |
$2.14K - $2.17K
|
5K
$259K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8.17MNew |
$406M - $411M
|
8.17M
$423M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
996+ 5.62% |
$49.5K - $50.2K
|
18.7K
$970K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
67.9KNew |
$3.38M - $3.42M
|
67.9K
$3.52M
|