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
|
Hemington Wealth Management
|
BUY
|
- |
3.9KNew |
$199K - $205K
|
3.9K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.15K+ 39.67% |
$110K - $113K
|
7.57K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.3K- 6.6% |
$576K - $595K
|
160K
$8.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
187+ 0.02% |
$9.54K - $9.86K
|
843K
$43.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
344K+ 9.01% |
$17.6M - $18.2M
|
4.16M
$216M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-2.35K- 2.17% |
$120K - $124K
|
106K
$5.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-765K- 20.63% |
$39.1M - $40.4M
|
2.94M
$153M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
523+ 12.28% |
$26.7K - $27.6K
|
4.78K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-35K- 1.69% |
$1.78M - $1.84M
|
2.04M
$106M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-775- 1.19% |
$39.5K - $40.9K
|
64.6K
$3.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.75K+ 4.55% |
$191K - $198K
|
86K
$4.46M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-100- 1.85% |
$5.1K - $5.27K
|
5.31K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-13.5K- 29.83% |
$691K - $714K
|
31.9K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13New |
$663 - $686
|
13
$674
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.7K- 5.82% |
$697K - $721K
|
221K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.34KNew |
$272K - $282K
|
5.34K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-7K- 58.14% |
$357K - $369K
|
5.04K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
602+ 4.45% |
$30.7K - $31.7K
|
14.1K
$733K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
31.8K+ 400.9% |
$1.62M - $1.68M
|
39.7K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$109K - $112K
|
2.13K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-981- 0.61% |
$50.1K - $51.7K
|
161K
$8.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
970New |
$49.5K - $51.2K
|
970
$50.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.21K- 2.23% |
$61.8K - $63.9K
|
53K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
58.4K+ 15.33% |
$2.98M - $3.08M
|
440K
$22.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.92KNew |
$302K - $312K
|
5.92K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.2K+ 3.06% |
$61.3K - $63.4K
|
40.5K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-195K- 42.82% |
$9.96M - $10.3M
|
261K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-23K- 73.54% |
$1.17M - $1.21M
|
8.27K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.49K- 25.11% |
$382K - $395K
|
22.3K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
546K+ 41.92% |
$27.9M - $28.8M
|
1.85M
$95.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-186- 2.54% |
$9.49K - $9.81K
|
7.13K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.28K- 5.15% |
$116K - $120K
|
41.9K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 12.65% |
$68.9K - $71.3K
|
9.33K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
956New |
$48.8K - $50.4K
|
956
$49.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.95K+ 4.17% |
$354K - $366K
|
173K
$8.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.66K- 18.94% |
$135K - $140K
|
11.4K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107- 0.81% |
$5.46K - $5.64K
|
13.1K
$682K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.78K+ 10.55% |
$90.6K - $93.7K
|
18.6K
$965K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 1.09% |
$306 - $316
|
556
$28.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.86K+ 1.22% |
$95.1K - $98.3K
|
154K
$8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29K+ 15.68% |
$1.48M - $1.53M
|
214K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.24K+ 9.57% |
$63K - $65.1K
|
14.1K
$734K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$102 - $105
|
12.2K
$634K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.28K- 12.32% |
$371K - $384K
|
51.8K
$2.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-46.1K- 47.94% |
$2.35M - $2.43M
|
50.1K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-178- 3.38% |
$9.08K - $9.39K
|
5.09K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-475- 4.27% |
$24.2K - $25.1K
|
10.7K
$553K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-269- 1.15% |
$13.7K - $14.2K
|
23.1K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2+ 0.01% |
$102 - $105
|
19.7K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
38.6K+ 4.28% |
$1.97M - $2.03M
|
939K
$48.7M
|