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 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
$48.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
79.3KNew |
$4.05M - $4.18M
|
79.3K
$4.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
11.7K+ 10.23% |
$597K - $617K
|
126K
$6.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
34.3K+ 5.43% |
$1.75M - $1.81M
|
665K
$34.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30.9K- 9.52% |
$1.58M - $1.63M
|
294K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.11K- 13.5% |
$56.4K - $58.3K
|
7.08K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
188K+ 53.14% |
$9.59M - $9.92M
|
542K
$28.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.18KNew |
$315K - $326K
|
6.18K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
166New |
$8.47K - $8.75K
|
166
$8.62K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-64- 1.57% |
$3.27K - $3.38K
|
4K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-341- 31.23% |
$17.4K - $18K
|
751
$39K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$51 - $52.7
|
3.35K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-78.4K- 46.09% |
$4M - $4.13M
|
91.6K
$4.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
590+ 4.34% |
$30.1K - $31.1K
|
14.2K
$737K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
38.4K+ 6.09% |
$1.96M - $2.03M
|
669K
$34.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19.8K- 2.58% |
$1.01M - $1.04M
|
745K
$38.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.5K- 10.45% |
$127K - $132K
|
21.4K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
97KNew |
$4.95M - $5.12M
|
97K
$5.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15M+ 29.23% |
$58.6M - $60.6M
|
5.08M
$264M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-180K- 33.55% |
$9.2M - $9.51M
|
357K
$18.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
52+ 0.26% |
$2.65K - $2.74K
|
19.8K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
49.3KNew |
$2.52M - $2.6M
|
49.3K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.01K- 24.79% |
$154K - $159K
|
9.14K
$475K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 21.24% |
$1.96M - $2.02M
|
219K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 11.47% |
$83.2K - $86K
|
15.8K
$823K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-534- 1.02% |
$27.2K - $28.2K
|
51.9K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
35.2K+ 13.99% |
$1.79M - $1.85M
|
287K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
654+ 11.08% |
$33.4K - $34.5K
|
6.56K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-430- 75.44% |
$21.9K - $22.7K
|
140
$7.27K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-157- 0.55% |
$8.01K - $8.28K
|
28.2K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.6K- 6.72% |
$643K - $665K
|
175K
$9.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
465+ 0.37% |
$23.7K - $24.5K
|
126K
$6.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-441K- 98.41% |
$22.5M - $23.2M
|
7.14K
$371K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.37K- 2.48% |
$274K - $283K
|
211K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-655- 94.65% |
$33.4K - $34.5K
|
37
$1.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
47.8K+ 2.54% |
$2.44M - $2.52M
|
1.93M
$100M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 1335.29% |
$718K - $742K
|
15.1K
$786K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
6.76K+ 160.45% |
$345K - $356K
|
11K
$569K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.84K+ 1.98% |
$247K - $255K
|
249K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-130- 0.5% |
$6.63K - $6.86K
|
26K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.93K+ 109.92% |
$252K - $260K
|
9.42K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
147K+ 157819.34% |
$7.49M - $7.74M
|
147K
$7.63M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
44.9K+ 7.6% |
$2.29M - $2.37M
|
635K
$33M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
195K+ 30.0% |
$9.94M - $10.3M
|
844K
$43.8M
|