Latest Institutional Sells of Ishares Trust Ishares 1 5 Year (IGSB)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.12K- 94.06% |
$158K - $160K
|
197
$10.3K
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.95K- 33.25% |
$98.6K - $99.9K
|
3.91K
$205K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.5K- 25.57% |
$76K - $77K
|
4.37K
$228K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-1.34K- 22.17% |
$67.8K - $68.7K
|
4.7K
$246K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.32K- 12.55% |
$66.8K - $67.7K
|
9.2K
$481K
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.3K- 1.78% |
$66K - $66.8K
|
72K
$3.76M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 84.99% |
$59.9K - $60.7K
|
209
$10.9K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.1K- 21.24% |
$55.5K - $56.2K
|
4.06K
$212K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-900- 7.52% |
$45.6K - $46.2K
|
11.1K
$579K
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-896- 4.34% |
$45.4K - $46K
|
19.8K
$1.03M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-785- 38.67% |
$39.8K - $40.3K
|
1.25K
$65.1K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-725- 61.7% |
$36.7K - $37.2K
|
450
$23.5K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-641- 57.03% |
$32.5K - $32.9K
|
483
$25.3K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-556- 1.8% |
$28.2K - $28.5K
|
30.3K
$1.58M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 0.89% |
$25.3K - $25.7K
|
55.5K
$2.9M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-424- 82.65% |
$21.5K - $21.8K
|
89
$4.65K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-254- 53.14% |
$12.9K - $13K
|
224
$11.7K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-247- 17.73% |
$12.5K - $12.7K
|
1.15K
$59.9K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 2.15% |
$6.89K - $6.98K
|
6.2K
$324K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-97- 11.02% |
$4.91K - $4.98K
|
783
$40.9K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-96- 2.18% |
$4.86K - $4.92K
|
4.32K
$226K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53- 0.53% |
$2.68K - $2.72K
|
9.92K
$519K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-52- 85.25% |
$2.63K - $2.67K
|
9
$471
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-45- 2.22% |
$2.28K - $2.31K
|
1.99K
$104K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-52.7K- 86.93% |
$2.69M - $2.72M
|
7.93K
$415K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24K- 85.06% |
$1.22M - $1.23M
|
4.21K
$220K
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-15.7K- 14.46% |
$799K - $807K
|
92.8K
$4.85M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.8K- 43.13% |
$654K - $661K
|
16.9K
$885K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.96K- 1.79% |
$507K - $513K
|
546K
$28.5M
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.77K- 49.52% |
$243K - $245K
|
4.86K
$254K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.32K- 43.33% |
$220K - $223K
|
5.66K
$296K
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.82K- 30.74% |
$144K - $145K
|
6.36K
$333K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.5K- 55.52% |
$127K - $128K
|
2K
$105K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.37K- 10.02% |
$120K - $122K
|
21.2K
$1.11M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.27K- 49.03% |
$116K - $117K
|
2.36K
$124K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.25K- 11.69% |
$115K - $116K
|
17K
$889K
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.08K- 13.34% |
$55.2K - $55.8K
|
7.04K
$368K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 57.45% |
$52.8K - $53.4K
|
768
$40.2K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-941- 13.14% |
$47.9K - $48.4K
|
6.22K
$325K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-931- 93.1% |
$47.4K - $47.9K
|
69
$3.61K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-722- 98.23% |
$36.8K - $37.2K
|
13
$680
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-699- 82.43% |
$35.6K - $36K
|
149
$7.79K
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-575- 15.0% |
$29.3K - $29.6K
|
3.26K
$170K
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-562- 2.74% |
$28.6K - $28.9K
|
19.9K
$1.04M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-552- 11.72% |
$28.1K - $28.4K
|
4.16K
$217K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-525- 99.24% |
$26.7K - $27K
|
4
$209
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-392- 7.34% |
$20K - $20.2K
|
4.95K
$259K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-370- 28.64% |
$18.9K - $19K
|
922
$48.2K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-362- 19.39% |
$18.4K - $18.6K
|
1.51K
$78.7K
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.32% |
$5.1K - $5.15K
|
4.21K
$220K
|