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 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.12KNew |
$249K - $257K
|
5.12K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
68New |
$3.31K - $3.41K
|
68
$3.52K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
163KNew |
$7.93M - $8.19M
|
163K
$8.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
44+ 5.12% |
$2.14K - $2.21K
|
904
$46.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12KNew |
$584K - $602K
|
12K
$622K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
22.3K+ 81.22% |
$1.09M - $1.12M
|
49.9K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-894- 2.93% |
$43.5K - $44.9K
|
29.6K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
9.52KNew |
$463K - $478K
|
9.52K
$493K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 50.0% |
$97.3 - $100
|
2
$104
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-809- 8.83% |
$39.3K - $40.6K
|
8.35K
$433K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-920- 48.94% |
$44.7K - $46.2K
|
960
$49.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-740- 15.15% |
$36K - $37.1K
|
4.15K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 32.68% |
$24.3K - $25.1K
|
2.03K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
871+ 16.24% |
$42.4K - $43.7K
|
6.23K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1K- 97.09% |
$48.6K - $50.2K
|
30
$1.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-108- 50.23% |
$5.25K - $5.42K
|
107
$5.54K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.2KNew |
$58.4K - $60.2K
|
1.2K
$62.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 30.77% |
$778 - $803
|
36
$1.87K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
42.9KNew |
$2.09M - $2.15M
|
42.9K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
238New |
$11.6K - $11.9K
|
238
$12.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$351K - $362K
|
7.21K
$374K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
30.4KNew |
$1.48M - $1.52M
|
30.4K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.73K- 37.58% |
$181K - $187K
|
6.2K
$321K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
677+ 13.85% |
$32.9K - $34K
|
5.57K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.53K- 49.27% |
$366K - $378K
|
7.76K
$402K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
83+ 0.86% |
$4.04K - $4.17K
|
9.69K
$502K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.86KNew |
$236K - $244K
|
4.86K
$252K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
18.7KNew |
$909K - $939K
|
18.7K
$969K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10.4K- 13.28% |
$507K - $523K
|
68.1K
$3.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
124K+ 778.4% |
$6.02M - $6.21M
|
140K
$7.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.04K+ 75.25% |
$294K - $303K
|
14.1K
$728K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-850- 9.58% |
$41.3K - $42.7K
|
8.02K
$416K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.67K- 41.13% |
$373K - $385K
|
11K
$569K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.35KNew |
$454K - $469K
|
9.35K
$484K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.87KNew |
$285K - $294K
|
5.87K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
159New |
$7.73K - $7.98K
|
159
$8.24K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.06KNew |
$198K - $204K
|
4.06K
$211K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.14K- 15.02% |
$55.5K - $57.3K
|
6.46K
$335K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.67KNew |
$276K - $285K
|
5.67K
$294K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
550New |
$26.7K - $27.6K
|
550
$28.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.93KNew |
$240K - $247K
|
4.93K
$255K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.07KNew |
$198K - $204K
|
4.07K
$211K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
75New |
$3.65K - $3.76K
|
75
$3.89K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$2.14K - $2.21K
|
44
$2.28K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 83.33% |
$24.3K - $25.1K
|
100
$5.18K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
378+ 6.15% |
$18.4K - $19K
|
6.53K
$338K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
222KNew |
$10.8M - $11.1M
|
222K
$11.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
4.24KNew |
$206K - $213K
|
4.24K
$219K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-276Closed |
$13.5K - $14.2K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.21K- 13.92% |
$59.3K - $61.9K
|
7.47K
$387K
|
|