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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-384- 8.46% |
$19.2K - $19.5K
|
4.15K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
670KNew |
$33.5M - $34M
|
670K
$34.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
776New |
$38.8K - $39.4K
|
776
$40.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.78KNew |
$88.8K - $90.1K
|
1.78K
$92K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
59KNew |
$2.95M - $3M
|
59K
$3.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.9K- 55.18% |
$745K - $756K
|
12.1K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
309+ 3.08% |
$15.5K - $15.7K
|
10.3K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
7.35KNew |
$368K - $373K
|
7.35K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
30New |
$1.5K - $1.52K
|
30
$1.55K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-847- 1.61% |
$42.4K - $43K
|
51.7K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.24K- 54.13% |
$362K - $368K
|
6.14K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
160+ 0.43% |
$8K - $8.12K
|
37.7K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
39New |
$1.95K - $1.98K
|
39
$2.02K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 19.39% |
$950 - $964
|
79
$4.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-400- 8.24% |
$20K - $20.3K
|
4.45K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.62% |
$53K - $53.8K
|
19.9K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.8% |
$600 - $609
|
1.52K
$78.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-11.6K- 58.06% |
$580K - $588K
|
8.38K
$434K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.39K- 14.54% |
$69.7K - $70.8K
|
8.19K
$424K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.79% |
$1.35K - $1.37K
|
3.43K
$178K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.49K+ 8.86% |
$225K - $228K
|
55.2K
$2.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.39K+ 60.45% |
$170K - $172K
|
9.01K
$467K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$204K - $207K
|
4.09K
$212K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-128- 7.0% |
$6.4K - $6.5K
|
1.7K
$88.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
7.53K+ 188.16% |
$377K - $382K
|
11.5K
$598K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2K- 4.21% |
$99.9K - $101K
|
45.5K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 53.51% |
$361K - $366K
|
6.27K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 1.01% |
$3.45K - $3.5K
|
6.88K
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
930KNew |
$46.5M - $47.2M
|
930K
$48.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
89+ 80.18% |
$4.45K - $4.52K
|
200
$10.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.98KNew |
$249K - $253K
|
4.98K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 41.11% |
$212K - $215K
|
6.06K
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 1.51% |
$51.7K - $52.4K
|
67.6K
$3.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.49% |
$3.75K - $3.81K
|
15.3K
$795K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 41.11% |
$164K - $167K
|
4.7K
$244K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-412- 54.64% |
$20.6K - $20.9K
|
342
$17.7K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
198+ 3.99% |
$9.9K - $10.1K
|
5.16K
$267K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-48.2K- 78.25% |
$2.41M - $2.45M
|
13.4K
$694K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98K+ 9.94% |
$149K - $151K
|
32.9K
$1.71M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.53KNew |
$327K - $332K
|
6.53K
$339K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
620New |
$30.7K - $31.5K
|
620
$32.1K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
2.08K+ 49.9% |
$103K - $106K
|
6.25K
$324K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-734- 3.71% |
$36.4K - $37.3K
|
19.1K
$988K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-274Closed |
$13.6K - $13.9K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.74KNew |
$86.2K - $88.3K
|
1.74K
$90.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
271New |
$13.4K - $13.8K
|
271
$14K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-8.44K- 3.68% |
$418K - $428K
|
221K
$11.5M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105KNew |
$5.19M - $5.31M
|
105K
$5.42M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.02K+ 16.46% |
$50.6K - $51.8K
|
7.22K
$374K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.96K - $5.08K
|
100
$5.18K
|
|