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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
6.52KNew |
$333K - $344K
|
6.52K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
818KNew |
$41.8M - $43.2M
|
818K
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.29K+ 6.73% |
$65.9K - $68.1K
|
20.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-327- 6.56% |
$16.7K - $17.2K
|
4.65K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1K- 5.88% |
$51K - $52.7K
|
16K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.3K+ 16.65% |
$1.55M - $1.6M
|
213K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-139K- 47.37% |
$7.12M - $7.36M
|
155K
$8.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
47+ 1.03% |
$2.4K - $2.48K
|
4.62K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.11K- 8.9% |
$107K - $111K
|
21.6K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.58K- 11.15% |
$234K - $242K
|
36.5K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1K+ 22.68% |
$51K - $52.7K
|
5.41K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.35K- 9.71% |
$426K - $440K
|
77.6K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-399- 0.87% |
$20.4K - $21K
|
45.6K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.1K- 50.1% |
$209K - $216K
|
4.09K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
22+ 0.31% |
$1.12K - $1.16K
|
7.04K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
77.9K+ 9.03% |
$3.98M - $4.11M
|
941K
$48.8M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
43.6K+ 6.76% |
$2.23M - $2.3M
|
689K
$35.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.03% |
$102 - $105
|
5.88K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
90+ 0.83% |
$4.59K - $4.75K
|
11K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
48.5KNew |
$2.48M - $2.56M
|
48.5K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
146KNew |
$7.45M - $7.7M
|
146K
$7.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-490- 3.06% |
$25K - $25.8K
|
15.5K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.66K+ 1.8% |
$84.7K - $87.6K
|
93.9K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
49.2K+ 32.89% |
$2.51M - $2.59M
|
199K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.34K+ 112.83% |
$425K - $440K
|
15.7K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.2K- 1.03% |
$623K - $644K
|
1.18M
$61M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
32.7K+ 3.28% |
$1.67M - $1.73M
|
1.03M
$53.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
95+ 0.48% |
$4.85K - $5.01K
|
19.8K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
92.6K+ 43.51% |
$4.73M - $4.89M
|
306K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 979.71% |
$2.05M - $2.12M
|
44.3K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
160K+ 287.89% |
$8.18M - $8.46M
|
216K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 6.36% |
$73.8K - $76.3K
|
21.3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.25K- 7.25% |
$115K - $119K
|
28.8K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6.84K- 4.75% |
$349K - $361K
|
137K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-10K- 17.2% |
$510K - $527K
|
48.1K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.91KNew |
$404K - $417K
|
7.91K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-68- 1.19% |
$3.47K - $3.59K
|
5.65K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.26K+ 81.81% |
$166K - $172K
|
7.24K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.37K- 30.82% |
$427K - $442K
|
18.8K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.4KNew |
$3.23M - $3.34M
|
63.4K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-201- 6.23% |
$10.3K - $10.6K
|
3.02K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.3K+ 8.39% |
$676K - $699K
|
171K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
34.9KNew |
$1.78M - $1.84M
|
34.9K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.9KNew |
$454K - $470K
|
8.9K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.83K+ 144.08% |
$247K - $255K
|
8.19K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.52K- 37.84% |
$231K - $238K
|
7.42K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
157New |
$8.01K - $8.28K
|
157
$8.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4.73K+ 4.94% |
$241K - $249K
|
100K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-877- 1.8% |
$44.7K - $46.3K
|
47.8K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.13K- 58.62% |
$108K - $112K
|
1.5K
$77.9K
|