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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-96- 2.18% |
$4.86K - $4.92K
|
4.32K
$229K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53- 0.53% |
$2.68K - $2.72K
|
9.92K
$526K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-52- 85.25% |
$2.63K - $2.67K
|
9
$477
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-45- 2.22% |
$2.28K - $2.31K
|
1.99K
$105K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-52.7K- 86.93% |
$2.69M - $2.72M
|
7.93K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24K- 85.06% |
$1.22M - $1.23M
|
4.21K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-15.7K- 14.46% |
$799K - $807K
|
92.8K
$4.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.8K- 43.13% |
$654K - $661K
|
16.9K
$898K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.96K- 1.79% |
$507K - $513K
|
546K
$29M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.77K- 49.52% |
$243K - $245K
|
4.86K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.32K- 43.33% |
$220K - $223K
|
5.66K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.82K- 30.74% |
$144K - $145K
|
6.36K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.5K- 55.52% |
$127K - $128K
|
2K
$106K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.37K- 10.02% |
$120K - $122K
|
21.2K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.27K- 49.03% |
$116K - $117K
|
2.36K
$125K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.25K- 11.69% |
$115K - $116K
|
17K
$902K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.08K- 13.34% |
$55.2K - $55.8K
|
7.04K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 57.45% |
$52.8K - $53.4K
|
768
$40.7K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-941- 13.14% |
$47.9K - $48.4K
|
6.22K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-931- 93.1% |
$47.4K - $47.9K
|
69
$3.66K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-722- 98.23% |
$36.8K - $37.2K
|
13
$690
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-699- 82.43% |
$35.6K - $36K
|
149
$7.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-575- 15.0% |
$29.3K - $29.6K
|
3.26K
$173K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-552- 11.72% |
$28.1K - $28.4K
|
4.16K
$221K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-525- 99.24% |
$26.7K - $27K
|
4
$212
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-392- 7.34% |
$20K - $20.2K
|
4.95K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-370- 28.64% |
$18.9K - $19K
|
922
$48.9K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-362- 19.39% |
$18.4K - $18.6K
|
1.51K
$79.8K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.32% |
$5.1K - $5.15K
|
4.21K
$224K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-83Closed |
$4.23K - $4.27K
|
0
$0
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-75- 5.76% |
$3.82K - $3.86K
|
1.23K
$65K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-60- 6.81% |
$3.06K - $3.09K
|
821
$43.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-41- 0.77% |
$2.09K - $2.11K
|
5.25K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 6.37% |
$1.48K - $1.49K
|
426
$22.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-25- 0.58% |
$1.27K - $1.29K
|
4.25K
$226K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20- 0.03% |
$1.02K - $1.03K
|
76.7K
$4.07M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-40.8K- 52.73% |
$2.02M - $2.09M
|
36.6K
$1.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-17.8K- 8.44% |
$880K - $914K
|
193K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-15.3K- 9.99% |
$755K - $783K
|
138K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.8K- 95.52% |
$632K - $656K
|
600
$31.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.24K- 24.97% |
$308K - $320K
|
18.8K
$996K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5.66K- 4.35% |
$280K - $290K
|
124K
$6.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.39K- 51.08% |
$217K - $225K
|
4.2K
$223K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 37.35% |
$194K - $201K
|
6.57K
$349K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.38K- 44.79% |
$167K - $173K
|
4.16K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.94K- 32.53% |
$145K - $151K
|
6.11K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.9K- 39.36% |
$143K - $149K
|
4.47K
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.11K- 12.2% |
$104K - $108K
|
15.2K
$805K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.27K- 5.91% |
$62.6K - $65K
|
20.2K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.1K- 51.29% |
$54.1K - $56.2K
|
1.04K
$55.2K
|
|