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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
996+ 5.62% |
$49.5K - $50.2K
|
18.7K
$975K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
67.9KNew |
$3.38M - $3.42M
|
67.9K
$3.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.74KNew |
$236K - $239K
|
4.74K
$246K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.56K- 41.88% |
$177K - $179K
|
4.94K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-472- 5.32% |
$23.5K - $23.8K
|
8.4K
$437K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.03K- 92.38% |
$151K - $153K
|
250
$13K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-614- 0.25% |
$30.5K - $30.9K
|
250K
$13M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
53.1K+ 377.81% |
$2.64M - $2.67M
|
67.1K
$3.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-685- 11.23% |
$34.1K - $34.5K
|
5.42K
$282K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-836- 4.68% |
$41.6K - $42.1K
|
17K
$887K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-952- 15.81% |
$47.4K - $48K
|
5.07K
$264K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-825- 91.16% |
$41K - $41.6K
|
80
$4.16K
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
2.2K+ 21.85% |
$109K - $111K
|
12.3K
$639K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.5K+ 264.55% |
$1.22M - $1.24M
|
33.8K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4K+ 7.35% |
$199K - $201K
|
58.4K
$3.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.15KNew |
$157K - $159K
|
3.15K
$164K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
595New |
$29.6K - $30K
|
595
$31K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.06KNew |
$102K - $104K
|
2.06K
$107K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
592+ 7.73% |
$29.4K - $29.8K
|
8.25K
$429K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$39.8K - $40.3K
|
800
$41.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.84K- 30.49% |
$91.6K - $92.7K
|
4.2K
$219K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
908New |
$45.2K - $45.7K
|
908
$47.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.98% |
$16.2K - $16.4K
|
6.2K
$323K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
244New |
$12.1K - $12.3K
|
244
$12.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
575+ 0.86% |
$28.6K - $29K
|
67.1K
$3.49M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.15KNew |
$256K - $259K
|
5.15K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
13.1KNew |
$654K - $662K
|
13.1K
$684K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-930- 65.49% |
$46.3K - $46.8K
|
490
$25.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
60+ 0.57% |
$2.98K - $3.02K
|
10.6K
$552K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.25KNew |
$112K - $113K
|
2.25K
$117K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-184K- 23.74% |
$9.21M - $9.34M
|
591K
$30.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6- 31.58% |
$300 - $305
|
13
$677
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.3KNew |
$867K - $880K
|
17.3K
$903K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.2KNew |
$460K - $467K
|
9.2K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1K- 16.0% |
$50K - $50.8K
|
5.25K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-106- 2.46% |
$5.3K - $5.38K
|
4.2K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 50.8% |
$104K - $105K
|
2.01K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
$7.95K - $8.07K
|
159
$8.28K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-64.6K- 79.51% |
$3.23M - $3.28M
|
16.6K
$866K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$6.05K - $6.14K
|
121
$6.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.16K- 18.03% |
$58.2K - $59.1K
|
5.29K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
240KNew |
$12M - $12.2M
|
240K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.9K+ 8.69% |
$3.35M - $3.39M
|
836K
$43.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.27K+ 17.98% |
$63.7K - $64.6K
|
8.35K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$15K - $15.2K
|
300
$15.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.1K- 3.13% |
$405K - $411K
|
251K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.84K- 17.41% |
$92K - $93.3K
|
8.72K
$454K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
122+ 0.79% |
$6.1K - $6.19K
|
15.5K
$807K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$30K - $30.5K
|
600
$31.2K
|
|