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 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-963Closed |
$45.5K - $52.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$354K - $409K
|
7.5K
$389K
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$47.2 - $54.5
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.23KClosed |
$200K - $231K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-180Closed |
$8.5K - $9.81K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-7.23KClosed |
$341K - $394K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-57.9KClosed |
$2.73M - $3.15M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-50- 1.19% |
$2.36K - $2.73K
|
4.16K
$216K
|
|
|
May 12, 2020
Q1 2020
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-3.96KClosed |
$187K - $216K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Banco Santander, S.A.
|
BUY
|
- |
13.7KNew |
$647K - $747K
|
13.7K
$711K
|
|
|
May 11, 2020
Q1 2020
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-6.7KClosed |
$316K - $365K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-271Closed |
$12.8K - $14.8K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-138Closed |
$6.51K - $7.52K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.96KClosed |
$470K - $543K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.42KClosed |
$67.1K - $77.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-390Closed |
$18.4K - $21.3K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.36K- 77.32% |
$64.4K - $74.3K
|
400
$20.8K
|
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-4.57KClosed |
$216K - $249K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Portland Global Advisors LLC
|
SELL
|
- |
-8.38KClosed |
$396K - $457K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-950Closed |
$44.8K - $51.8K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
St. James Investment Company, LLC
|
SELL
|
- |
-12.1KClosed |
$571K - $659K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.2KClosed |
$198K - $229K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10.6KClosed |
$502K - $579K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-283KClosed |
$13.3M - $15.4M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-88.4KClosed |
$4.18M - $4.82M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-386Closed |
$18.2K - $21K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.88KClosed |
$88.6K - $102K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-578Closed |
$27.3K - $31.5K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.21K- 75.12% |
$57K - $65.8K
|
400
$20.8K
|
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-99KClosed |
$4.67M - $5.39M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$2.69K - $3.11K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-500Closed |
$23.6K - $27.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-299Closed |
$16K - $16.1K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-9.54KClosed |
$510K - $513K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
SELL
|
- |
-3.84K- 41.7% |
$205K - $207K
|
5.37K
$279K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-446Closed |
$23.9K - $24K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-755Closed |
$40.4K - $40.6K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.91KClosed |
$209K - $210K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.9KClosed |
$102K - $102K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4.04KClosed |
$215K - $217K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-36.1KClosed |
$1.92M - $1.94M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.86KClosed |
$205K - $208K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-192Closed |
$10.2K - $10.3K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sonata Capital Group Inc
|
SELL
|
- |
-8.45KClosed |
$449K - $455K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-20.9KClosed |
$1.11M - $1.12M
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5Closed |
$266 - $269
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-267Closed |
$14.2K - $14.4K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-170Closed |
$9.04K - $9.15K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Nov 12, 2019
Q2 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.89KClosed |
$257K - $261K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.09KClosed |
$215K - $219K
|
0
$0
|
|