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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.66KClosed |
$197K - $200K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
350New |
$18.8K - $19.1K
|
350
$18.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.44KClosed |
$239K - $243K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.63KClosed |
$198K - $200K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-364Closed |
$19.9K - $20K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$5.46K - $5.49K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.64KClosed |
$199K - $200K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.49KClosed |
$245K - $246K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.75KClosed |
$259K - $261K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.26KClosed |
$232K - $234K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-277Closed |
$15.1K - $15.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.66KClosed |
$254K - $256K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200Closed |
$10.9K - $11K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-53.9KClosed |
$2.94M - $2.96M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.66KClosed |
$255K - $256K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.25KClosed |
$68.2K - $68.6K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-52.2KClosed |
$2.85M - $2.87M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-70Closed |
$3.82K - $3.84K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.39KClosed |
$239K - $241K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37KClosed |
$293K - $295K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-181KClosed |
$9.87M - $9.93M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-24.4KClosed |
$1.33M - $1.34M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-11.5KClosed |
$627K - $630K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.09M - $1.1M
|
20K
$1.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-5.33KClosed |
$291K - $293K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
54.4KNew |
$2.97M - $2.99M
|
54.4K
$2.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.81KClosed |
$317K - $319K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.8KNew |
$1.46M - $1.47M
|
26.8K
$1.39M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-700Closed |
$38.2K - $38.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-116Closed |
$6.33K - $6.37K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
12KNew |
$655K - $659K
|
12K
$623K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.75K+ 46.57% |
$95.6K - $96.1K
|
5.51K
$286K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$413K - $416K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-17.1KClosed |
$935K - $940K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-9.24MClosed |
$504M - $507M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-9KClosed |
$491K - $494K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.35K+ 5.89% |
$128K - $129K
|
42.3K
$2.2M
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.1KClosed |
$169K - $170K
|
0
$0
|
|
|
Oct 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.75KNew |
$205K - $206K
|
3.75K
$195K
|
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-34.5KClosed |
$1.88M - $1.89M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.37KClosed |
$238K - $240K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-83Closed |
$4.53K - $4.56K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.63KNew |
$307K - $309K
|
5.63K
$292K
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.7KClosed |
$311K - $313K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.39KClosed |
$240K - $241K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-97.8KClosed |
$5.34M - $5.37M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2KClosed |
$109K - $110K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.59KClosed |
$305K - $307K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-246Closed |
$13.4K - $13.5K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-48.2KClosed |
$2.63M - $2.65M
|
0
$0
|
|