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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.03KClosed |
$207K - $217K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19.8KClosed |
$1.02M - $1.07M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.83KClosed |
$249K - $260K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10.7KClosed |
$553K - $578K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-9.44KClosed |
$486K - $509K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
325New |
$16.7K - $17.5K
|
325
$17.1K
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-53.5KClosed |
$2.75M - $2.88M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$201K - $210K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.65KClosed |
$342K - $358K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-26Closed |
$1.34K - $1.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.79KClosed |
$246K - $258K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-35.5KClosed |
$1.83M - $1.91M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.62KClosed |
$341K - $356K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-65Closed |
$3.35K - $3.5K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-145KClosed |
$7.46M - $7.81M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-6.46KClosed |
$333K - $348K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-740- 2.41% |
$38.1K - $39.9K
|
30K
$1.58M
|
|
Q4 2021 | |||||||
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-203KClosed |
$10.9M - $11.1M
|
0
$0
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.89KNew |
$210K - $213K
|
3.89K
$204K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26.3K- 84.16% |
$1.42M - $1.44M
|
4.95K
$260K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
9New |
$484 - $492
|
9
$473
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33.6KNew |
$1.81M - $1.84M
|
33.6K
$1.77M
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.47KNew |
$456K - $463K
|
8.47K
$445K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-47.5KClosed |
$2.56M - $2.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-24.3KClosed |
$1.31M - $1.33M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.38KNew |
$236K - $239K
|
4.38K
$230K
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7KNew |
$377K - $383K
|
7K
$368K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.64KClosed |
$88.2K - $89.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
268K+ 64.98% |
$14.4M - $14.6M
|
680K
$35.7M
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
8.2KNew |
$441K - $448K
|
8.2K
$431K
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-8.84KClosed |
$476K - $483K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-42- 0.58% |
$2.26K - $2.3K
|
7.18K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12.9KClosed |
$696K - $707K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-63.1KClosed |
$3.39M - $3.45M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.59KClosed |
$301K - $305K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-13.3KClosed |
$718K - $729K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.48KClosed |
$456K - $463K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.08KClosed |
$57.9K - $58.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10KClosed |
$538K - $547K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$53.8 - $54.7
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-296Closed |
$15.9K - $16.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
SELL
|
- |
-929KClosed |
$50M - $50.8M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-37K- 54.08% |
$1.99M - $2.02M
|
31.4K
$1.65M
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-10.8KClosed |
$579K - $588K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.04KClosed |
$271K - $276K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.32KClosed |
$232K - $236K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-19.5KClosed |
$1.05M - $1.07M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.05KClosed |
$487K - $495K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.82KClosed |
$367K - $373K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-653KClosed |
$35.2M - $35.7M
|
0
$0
|