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 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.91KNew |
$392K - $401K
|
7.91K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46New |
$2.28K - $2.33K
|
46
$2.42K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$246K - $252K
|
4.96K
$260K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-418- 8.05% |
$20.7K - $21.2K
|
4.77K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64MNew |
$81.3M - $83.3M
|
1.64M
$86.2M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 11.11% |
$248 - $254
|
50
$2.63K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.17K- 15.94% |
$57.7K - $59.1K
|
6.15K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
223+ 0.98% |
$11.1K - $11.3K
|
23K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
97.9K+ 8.25% |
$4.85M - $4.97M
|
1.29M
$67.5M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
9.94KNew |
$493K - $504K
|
9.94K
$522K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
12.1KNew |
$600K - $615K
|
12.1K
$636K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
267New |
$13.2K - $13.6K
|
267
$14K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-795- 2.4% |
$39.4K - $40.3K
|
32.4K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
695New |
$34.4K - $35.3K
|
695
$36.5K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.39K- 50.53% |
$267K - $274K
|
5.28K
$277K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.64KNew |
$230K - $235K
|
4.64K
$244K
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 18.94% |
$56.8K - $58.2K
|
4.91K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$496K - $508K
|
10K
$526K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
26New |
$1.29K - $1.32K
|
26
$1.37K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
10.2KNew |
$508K - $520K
|
10.2K
$538K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 0.01% |
$99.1 - $102
|
26.7K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-340- 70.39% |
$16.9K - $17.3K
|
143
$7.51K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.24K- 29.08% |
$111K - $114K
|
5.46K
$287K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
364New |
$18K - $18.5K
|
364
$19.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.4KNew |
$416K - $426K
|
8.4K
$441K
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-97.6K- 93.61% |
$4.84M - $4.96M
|
6.67K
$350K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30.4K- 29.36% |
$1.51M - $1.54M
|
73.1K
$3.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
895New |
$44.4K - $45.4K
|
895
$47K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
375New |
$18.6K - $19K
|
375
$19.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.15% |
$49.6 - $50.8
|
662
$34.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.22K- 32.8% |
$159K - $163K
|
6.59K
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 32.56% |
$147K - $151K
|
6.14K
$323K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
847New |
$42K - $43K
|
847
$44.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
2.85K+ 27.27% |
$141K - $145K
|
13.3K
$698K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.05K- 14.58% |
$52K - $53.3K
|
6.15K
$323K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-5.38K- 64.69% |
$267K - $273K
|
2.94K
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-63.2K- 61.39% |
$3.13M - $3.21M
|
39.8K
$2.09M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.65K+ 67.72% |
$230K - $236K
|
11.5K
$604K
|
|
|
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
$461K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.48KNew |
$266K - $275K
|
5.48K
$288K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
364KNew |
$17.7M - $18.3M
|
364K
$19.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
970New |
$47.2K - $48.7K
|
970
$50.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.61K+ 30.38% |
$127K - $131K
|
11.2K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.44K- 1.47% |
$264K - $273K
|
364K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 80.87% |
$57.6K - $59.4K
|
280
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
708+ 11.87% |
$34.4K - $35.5K
|
6.67K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17New |
$827 - $853
|
17
$893
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.37K- 36.96% |
$212K - $219K
|
7.45K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.33K- 18.41% |
$113K - $117K
|
10.3K
$543K
|
|