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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-103- 0.69% |
$5.06K - $5.28K
|
14.7K
$763K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
67New |
$3.29K - $3.44K
|
67
$3.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.5K+ 60.1% |
$2.53M - $2.64M
|
137K
$7.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$442 - $461
|
6.88K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.37% |
$3.48K - $3.64K
|
5.27K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.96K- 21.26% |
$96.2K - $100K
|
7.26K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
40+ 0.92% |
$1.96K - $2.05K
|
4.4K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
428+ 10.49% |
$21K - $21.9K
|
4.51K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
129+ 1.87% |
$6.33K - $6.61K
|
7.02K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 14.29% |
$49.1K - $51.3K
|
8K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20KNew |
$982K - $1.03M
|
20K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.06KNew |
$51.8K - $54.1K
|
1.06K
$54.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
395+ 9.14% |
$19.4K - $20.3K
|
4.72K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.03M - $1.08M
|
21.1K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
263New |
$12.9K - $13.5K
|
263
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.37K+ 2.85% |
$165K - $173K
|
122K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.52KNew |
$173K - $180K
|
3.52K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-890- 6.27% |
$43.7K - $45.6K
|
13.3K
$689K
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-14.3KClosed |
$703K - $734K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
296KNew |
$14.5M - $15.2M
|
296K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 26.73% |
$336K - $350K
|
18.7K
$971K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.86K- 21.79% |
$91.2K - $95.3K
|
6.67K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.54K+ 14.74% |
$75.6K - $79K
|
12K
$621K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.57M- 99.09% |
$77.1M - $80.5M
|
14.4K
$748K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-389- 7.31% |
$19.1K - $19.9K
|
4.93K
$255K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$242K - $252K
|
4.92K
$255K
|
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-147KClosed |
$7.23M - $7.55M
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 1.09% |
$294 - $308
|
545
$28.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-19.6K- 12.33% |
$964K - $1.01M
|
140K
$7.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-53- 6.2% |
$2.6K - $2.72K
|
802
$41.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-278- 14.21% |
$13.6K - $14.3K
|
1.68K
$87K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.86K- 1.69% |
$189K - $198K
|
224K
$11.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 6.7% |
$112K - $117K
|
31.8K
$1.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-164- 3.76% |
$8.05K - $8.41K
|
4.2K
$218K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.5KNew |
$122K - $128K
|
2.5K
$129K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
7.1K+ 5.93% |
$348K - $364K
|
127K
$6.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.92K- 35.7% |
$192K - $201K
|
7.05K
$365K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
740+ 1.8% |
$36.3K - $37.9K
|
41.8K
$2.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.44K+ 22.04% |
$120K - $125K
|
13.5K
$701K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-286- 5.3% |
$14K - $14.7K
|
5.11K
$265K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.91K+ 3.14% |
$241K - $252K
|
162K
$8.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 6.37% |
$16.3K - $17.1K
|
4.9K
$254K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
60+ 1.24% |
$2.94K - $3.08K
|
4.91K
$254K
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-344K- 93.22% |
$16.9M - $17.6M
|
25K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
159New |
$7.8K - $8.15K
|
159
$8.24K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.46K- 66.88% |
$415K - $434K
|
4.19K
$217K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Nationwide Fund Advisors
|
BUY
|
- |
400KNew |
$19.6M - $20.5M
|
400K
$20.7M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 24.67% |
$81.2K - $84.8K
|
5.05K
$262K
|