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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-27- 0.01% |
$1.33K - $1.38K
|
354K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 6.92% |
$445 - $462
|
121
$6.27K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-985KClosed |
$49M - $49.6M
|
0
$0
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-255K- 99.32% |
$12.7M - $12.8M
|
1.75K
$90.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17.4K- 13.48% |
$864K - $875K
|
112K
$5.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-14.7K- 32.76% |
$730K - $739K
|
30.1K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-10.7K- 53.84% |
$530K - $536K
|
9.13K
$473K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.21K- 59.64% |
$309K - $313K
|
4.2K
$218K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.56K- 41.88% |
$177K - $179K
|
4.94K
$256K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.03K- 92.38% |
$151K - $153K
|
250
$13K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.7KClosed |
$134K - $136K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.84K- 30.49% |
$91.6K - $92.7K
|
4.2K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.63K- 89.03% |
$81.2K - $82.2K
|
201
$10.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-952- 15.81% |
$47.4K - $48K
|
5.07K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-930- 65.49% |
$46.3K - $46.8K
|
490
$25.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-836- 4.68% |
$41.6K - $42.1K
|
17K
$883K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-825- 91.16% |
$41K - $41.6K
|
80
$4.15K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-685- 11.23% |
$34.1K - $34.5K
|
5.42K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-633- 3.63% |
$31.5K - $31.9K
|
16.8K
$870K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-614- 0.25% |
$30.5K - $30.9K
|
250K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-600- 8.12% |
$29.8K - $30.2K
|
6.79K
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-473- 10.34% |
$23.5K - $23.8K
|
4.1K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-472- 5.32% |
$23.5K - $23.8K
|
8.4K
$435K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.98% |
$16.2K - $16.4K
|
6.2K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-294- 3.05% |
$14.6K - $14.8K
|
9.33K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-293- 4.25% |
$14.6K - $14.8K
|
6.6K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-253- 90.36% |
$12.6K - $12.7K
|
27
$1.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-141- 2.79% |
$7.01K - $7.1K
|
4.91K
$255K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-120- 11.19% |
$5.97K - $6.04K
|
952
$49.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 16.67% |
$4.97K - $5.04K
|
500
$25.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-67- 1.55% |
$3.33K - $3.37K
|
4.24K
$220K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-184K- 23.74% |
$9.21M - $9.34M
|
591K
$30.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-64.6K- 79.51% |
$3.23M - $3.28M
|
16.6K
$862K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-48.2K- 78.25% |
$2.41M - $2.45M
|
13.4K
$694K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.9K- 55.18% |
$745K - $756K
|
12.1K
$627K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-11.6K- 58.06% |
$580K - $588K
|
8.38K
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.1K- 3.13% |
$405K - $411K
|
251K
$13M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.24K- 54.13% |
$362K - $368K
|
6.14K
$318K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 53.51% |
$361K - $366K
|
6.27K
$325K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 41.11% |
$212K - $215K
|
6.06K
$314K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 41.11% |
$164K - $167K
|
4.7K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 50.8% |
$104K - $105K
|
2.01K
$104K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2K- 4.21% |
$99.9K - $101K
|
45.5K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.84K- 17.41% |
$92K - $93.3K
|
8.72K
$452K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.39K- 14.54% |
$69.7K - $70.8K
|
8.19K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.16K- 18.03% |
$58.2K - $59.1K
|
5.29K
$274K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 1.51% |
$51.7K - $52.4K
|
67.6K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1K- 16.0% |
$50K - $50.8K
|
5.25K
$272K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-847- 1.61% |
$42.4K - $43K
|
51.7K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-412- 54.64% |
$20.6K - $20.9K
|
342
$17.7K
|
|