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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.6K+ 8.5% |
$2.3M - $2.39M
|
595K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
145New |
$7.16K - $7.44K
|
145
$7.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
48New |
$2.37K - $2.46K
|
48
$2.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$9.88K - $10.3K
|
200
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
101KNew |
$4.97M - $5.16M
|
101K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.8K- 95.52% |
$632K - $656K
|
600
$31.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.39K- 51.08% |
$217K - $225K
|
4.2K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.2KNew |
$702K - $729K
|
14.2K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-27- 0.01% |
$1.33K - $1.38K
|
354K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.21K+ 6.24% |
$356K - $370K
|
123K
$6.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66.8KNew |
$3.3M - $3.43M
|
66.8K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$198 - $205
|
1.13K
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.24K- 24.97% |
$308K - $320K
|
18.8K
$985K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
948New |
$46.8K - $48.6K
|
948
$49.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1K- 7.63% |
$49.4K - $51.3K
|
12.1K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
812KNew |
$40.1M - $41.6M
|
812K
$42.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.02KNew |
$99.7K - $103K
|
2.02K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.92KNew |
$342K - $355K
|
6.92K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-40.8K- 52.73% |
$2.02M - $2.09M
|
36.6K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 1.14% |
$395 - $410
|
710
$37.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-461- 8.55% |
$22.8K - $23.6K
|
4.93K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-198- 47.83% |
$9.78K - $10.2K
|
216
$11.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
10.4KNew |
$511K - $531K
|
10.4K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54+ 9.11% |
$2.67K - $2.77K
|
647
$34K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37.6K+ 34.2% |
$1.86M - $1.93M
|
148K
$7.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-15.3K- 9.99% |
$755K - $783K
|
138K
$7.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1New |
$49.4 - $51.3
|
1
$52.5
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2New |
$98.8 - $103
|
2
$105
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3.96KNew |
$196K - $203K
|
3.96K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
14New |
$692 - $718
|
14
$735
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.34K+ 15.84% |
$116K - $120K
|
17.1K
$900K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.3K+ 83.51% |
$559K - $580K
|
24.8K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.9KNew |
$590K - $612K
|
11.9K
$627K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
313New |
$15.5K - $16.1K
|
313
$16.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.94K- 32.53% |
$145K - $151K
|
6.11K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$224K - $232K
|
4.53K
$238K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-357- 57.77% |
$17.6K - $18.3K
|
261
$13.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-713- 15.63% |
$35.2K - $36.6K
|
3.85K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-17.8K- 8.44% |
$880K - $914K
|
193K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
190+ 25.03% |
$9.39K - $9.74K
|
949
$49.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-500- 10.0% |
$24.7K - $25.6K
|
4.5K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.38K- 44.79% |
$167K - $173K
|
4.16K
$218K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.49% |
$148 - $154
|
205
$10.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
7.77KNew |
$384K - $399K
|
7.77K
$408K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.9K- 39.36% |
$143K - $149K
|
4.47K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.15KNew |
$205K - $213K
|
4.15K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.26KNew |
$210K - $218K
|
4.26K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.27K- 5.91% |
$62.6K - $65K
|
20.2K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.9K+ 32.12% |
$143K - $149K
|
11.9K
$626K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
50+ 1.23% |
$2.47K - $2.56K
|
4.1K
$216K
|