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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.75KNew |
$205K - $206K
|
3.75K
$197K
|
|
|
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
$295K
|
|
|
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
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.38KClosed |
$75K - $75.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-183Closed |
$9.99K - $10.1K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.04KClosed |
$221K - $222K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-130Closed |
$7.09K - $7.14K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-44Closed |
$2.4K - $2.42K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.4KClosed |
$678K - $682K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.19KClosed |
$228K - $230K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-55Closed |
$3K - $3.02K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$7.64K - $7.69K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-379- 13.54% |
$20.7K - $20.8K
|
2.42K
$127K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
66.9KNew |
$3.65M - $3.67M
|
66.9K
$3.51M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.9KClosed |
$757K - $762K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-85.4KClosed |
$4.66M - $4.69M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-6.18KClosed |
$337K - $340K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Feb 20, 2025
Q1 2021
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.42KClosed |
$241K - $244K
|
0
$0
|
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-944Closed |
$51.4K - $52.1K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-82.9KClosed |
$4.52M - $4.57M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$54.5K - $55.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.95KClosed |
$488K - $494K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-7.83KClosed |
$426K - $432K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-142KClosed |
$7.76M - $7.86M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.76KClosed |
$423K - $428K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.8KClosed |
$370K - $375K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-365Closed |
$19.9K - $20.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4KClosed |
$218K - $221K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.74M+ 23.54% |
$95M - $96.2M
|
9.15M
$481M
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-100Closed |
$5.45K - $5.52K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
320New |
$17.4K - $17.7K
|
320
$16.8K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.81KClosed |
$98.7K - $99.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-600Closed |
$32.7K - $33.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-16KClosed |
$872K - $883K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.67KClosed |
$255K - $258K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4.13KClosed |
$225K - $228K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-503Closed |
$27.4K - $27.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-8.39KClosed |
$457K - $463K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-477Closed |
$26K - $26.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-10.2KClosed |
$556K - $562K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-19.3KClosed |
$1.05M - $1.07M
|
0
$0
|
|