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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-931- 93.1% |
$47.4K - $47.9K
|
69
$3.62K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
135+ 113.45% |
$6.88K - $6.95K
|
254
$13.3K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.77K- 49.52% |
$243K - $245K
|
4.86K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-60- 6.81% |
$3.06K - $3.09K
|
821
$43.1K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
592New |
$30.2K - $30.5K
|
592
$31.1K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
94+ 2.14% |
$4.79K - $4.84K
|
4.48K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 29.77% |
$578K - $584K
|
49.5K
$2.6M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.03MNew |
$52.5M - $53.1M
|
1.03M
$54.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-575- 15.0% |
$29.3K - $29.6K
|
3.26K
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-552- 11.72% |
$28.1K - $28.4K
|
4.16K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.82K- 30.74% |
$144K - $145K
|
6.36K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-722- 98.23% |
$36.8K - $37.2K
|
13
$683
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.02% |
$51 - $51.5
|
5.15K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$8.05K - $8.13K
|
158
$8.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
85+ 0.38% |
$4.33K - $4.38K
|
22.3K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
51KNew |
$2.6M - $2.63M
|
51K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
7+ 0.16% |
$357 - $360
|
4.5K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.17K+ 60.9% |
$212K - $215K
|
11K
$578K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
78.7KNew |
$4.01M - $4.05M
|
78.7K
$4.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.01% |
$102 - $103
|
24.3K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
66.6KNew |
$3.39M - $3.43M
|
66.6K
$3.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24K- 85.06% |
$1.22M - $1.23M
|
4.21K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.27K- 49.03% |
$116K - $117K
|
2.36K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.37K- 10.02% |
$120K - $122K
|
21.2K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
252New |
$12.8K - $13K
|
252
$13.2K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-362- 19.39% |
$18.4K - $18.6K
|
1.51K
$79K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.08K- 13.34% |
$55.2K - $55.8K
|
7.04K
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 6.37% |
$1.48K - $1.49K
|
426
$22.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
10KNew |
$510K - $515K
|
10K
$525K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-41- 0.77% |
$2.09K - $2.11K
|
5.25K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-52.7K- 86.93% |
$2.69M - $2.72M
|
7.93K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 57.45% |
$52.8K - $53.4K
|
768
$40.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.8K- 43.13% |
$654K - $661K
|
16.9K
$889K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-25- 0.58% |
$1.27K - $1.29K
|
4.25K
$223K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 2.78% |
$60.9K - $61.6K
|
44.2K
$2.32M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
427New |
$21.8K - $22K
|
427
$22.4K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
4.77KNew |
$236K - $245K
|
4.77K
$251K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-781- 13.2% |
$38.6K - $40K
|
5.13K
$270K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5.66K- 4.35% |
$280K - $290K
|
124K
$6.53M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$49.4 - $51.3
|
32.3K
$1.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.6KNew |
$673K - $699K
|
13.6K
$716K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
687New |
$33.9K - $35.2K
|
687
$36.1K
|
|
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.43M+ 1850.27% |
$70.7M - $73.4M
|
1.51M
$79.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
118New |
$5.83K - $6.05K
|
118
$6.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
199New |
$9.83K - $10.2K
|
199
$10.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
646New |
$31.9K - $33.1K
|
646
$33.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
199New |
$9.83K - $10.2K
|
199
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.2KNew |
$207K - $215K
|
4.2K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2K- 12.48% |
$98.8K - $103K
|
14K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
191KNew |
$9.42M - $9.78M
|
191K
$10M
|
|