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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
2.85K+ 27.27% |
$141K - $145K
|
13.3K
$689K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.05K- 14.58% |
$52K - $53.3K
|
6.15K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-5.38K- 64.69% |
$267K - $273K
|
2.94K
$152K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-63.2K- 61.39% |
$3.13M - $3.21M
|
39.8K
$2.06M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.65K+ 67.72% |
$230K - $236K
|
11.5K
$596K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-152Closed |
$7.53K - $7.71K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.12K- 44.77% |
$353K - $361K
|
8.78K
$455K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.48KNew |
$266K - $275K
|
5.48K
$284K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
364KNew |
$17.7M - $18.3M
|
364K
$18.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
970New |
$47.2K - $48.7K
|
970
$50.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.61K+ 30.38% |
$127K - $131K
|
11.2K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.44K- 1.47% |
$264K - $273K
|
364K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 80.87% |
$57.6K - $59.4K
|
280
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
708+ 11.87% |
$34.4K - $35.5K
|
6.67K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7.11KNew |
$346K - $357K
|
7.11K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17New |
$827 - $853
|
17
$881
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.37K- 36.96% |
$212K - $219K
|
7.45K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.33K- 18.41% |
$113K - $117K
|
10.3K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.7MNew |
$374M - $386M
|
7.7M
$399M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.25KClosed |
$207K - $213K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
207New |
$10.1K - $10.4K
|
207
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$243K - $251K
|
5K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7.27KClosed |
$354K - $365K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.38KNew |
$66.9K - $69K
|
1.38K
$71.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$82.7K - $85.3K
|
1.7K
$88.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.89K- 1.16% |
$92K - $94.9K
|
161K
$8.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
16.8KNew |
$819K - $845K
|
16.8K
$872K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17.2K- 2.62% |
$838K - $865K
|
640K
$33.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
590+ 0.39% |
$28.7K - $29.6K
|
153K
$7.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-893K- 98.75% |
$43.4M - $44.8M
|
11.3K
$586K
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-113K- 10.15% |
$5.5M - $5.67M
|
1M
$51.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.94K+ 35.5% |
$94.4K - $97.5K
|
7.41K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
171+ 132.56% |
$8.32K - $8.58K
|
300
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
232New |
$11.3K - $11.6K
|
232
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.77K- 50.0% |
$232K - $239K
|
4.77K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-108- 1.68% |
$5.25K - $5.42K
|
6.32K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
48New |
$2.33K - $2.41K
|
48
$2.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.65K- 54.59% |
$80.4K - $83K
|
1.38K
$71.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.22K+ 127.45% |
$303K - $312K
|
11.1K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-21.4K- 27.96% |
$1.04M - $1.07M
|
55K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.42KNew |
$69.2K - $71.4K
|
1.42K
$73.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-63.9K- 58.03% |
$3.11M - $3.21M
|
46.2K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.84KNew |
$235K - $243K
|
4.84K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 61.9% |
$632 - $652
|
8
$415
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
157+ 3.15% |
$7.63K - $7.88K
|
5.14K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.01K- 12.79% |
$438K - $452K
|
61.4K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
502New |
$24.4K - $25.2K
|
502
$26K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 56.73% |
$549K - $567K
|
31.2K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.11K+ 1.8% |
$102K - $106K
|
119K
$6.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50.7K- 81.49% |
$2.47M - $2.55M
|
11.5K
$597K
|
|