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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.26K+ 34.11% |
$212K - $220K
|
16.8K
$880K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4.75K- 36.19% |
$237K - $245K
|
8.37K
$440K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-21.1KClosed |
$1.05M - $1.09M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-9.25K- 48.68% |
$461K - $477K
|
9.75K
$512K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-598Closed |
$29.8K - $30.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-770- 3.31% |
$38.4K - $39.7K
|
22.5K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-104K- 98.76% |
$5.19M - $5.37M
|
1.31K
$68.6K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-776- 11.06% |
$38.7K - $40.1K
|
6.24K
$328K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.17KNew |
$208K - $215K
|
4.17K
$219K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-22.1KClosed |
$1.1M - $1.14M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-250- 13.51% |
$12.5K - $12.9K
|
1.6K
$84K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-12.5K- 12.82% |
$625K - $648K
|
85.3K
$4.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.16KNew |
$57.6K - $59.6K
|
1.16K
$60.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.7KClosed |
$234K - $243K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.96KNew |
$197K - $204K
|
3.96K
$208K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6Closed |
$299 - $310
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-139- 94.56% |
$6.93K - $7.18K
|
8
$420
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-4.32KClosed |
$215K - $223K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-9.98KClosed |
$497K - $515K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 21.03% |
$4.88K - $5.06K
|
368
$19.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
93New |
$4.64K - $4.8K
|
93
$4.88K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
188New |
$9.37K - $9.7K
|
188
$9.87K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-91Closed |
$4.54K - $4.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
30.5KNew |
$1.52M - $1.57M
|
30.5K
$1.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
255KNew |
$12.7M - $13.2M
|
255K
$13.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-273KClosed |
$13.6M - $14.1M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.84K- 71.5% |
$91.5K - $94.8K
|
732
$38.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 5.31% |
$70.5K - $73K
|
25.2K
$1.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.16KClosed |
$108K - $112K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-4.67KClosed |
$233K - $241K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.67K- 46.57% |
$183K - $189K
|
4.21K
$221K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-8KClosed |
$399K - $413K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.21K- 54.51% |
$60.2K - $62.4K
|
1.01K
$52.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-6.83K- 41.66% |
$340K - $353K
|
9.57K
$502K
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.99K- 16.69% |
$99.2K - $103K
|
9.93K
$522K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-6.46KClosed |
$322K - $333K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1K- 10.67% |
$49.8K - $51.6K
|
8.37K
$440K
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-360Closed |
$17.9K - $18.6K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-535Closed |
$26.7K - $27.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
410New |
$20.4K - $21.2K
|
410
$21.5K
|
|
| Q1 2022 | |||||||
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.96K- 60.1% |
$307K - $321K
|
3.95K
$208K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-120Closed |
$6.18K - $6.46K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-797Closed |
$41K - $42.9K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-475- 86.36% |
$24.5K - $25.6K
|
75
$3.94K
|
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-225KClosed |
$11.6M - $12.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-804Closed |
$41.4K - $43.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-323Closed |
$16.6K - $17.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.25KClosed |
$425K - $444K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.33K- 33.9% |
$68.6K - $71.8K
|
2.6K
$136K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.69KClosed |
$293K - $306K
|
0
$0
|
|