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 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.49% |
$3.75K - $3.81K
|
15.3K
$802K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 19.39% |
$950 - $964
|
79
$4.13K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6- 31.58% |
$300 - $305
|
13
$680
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-97.6K- 93.61% |
$4.84M - $4.96M
|
6.67K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-89K- 99.8% |
$4.41M - $4.52M
|
180
$9.41K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-63.2K- 61.39% |
$3.13M - $3.21M
|
39.8K
$2.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30.4K- 29.36% |
$1.51M - $1.54M
|
73.1K
$3.82M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-12.7K- 2.71% |
$631K - $647K
|
458K
$23.9M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-8.44K- 3.68% |
$418K - $428K
|
221K
$11.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.12K- 44.77% |
$353K - $361K
|
8.78K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.5K- 46.62% |
$272K - $279K
|
6.29K
$329K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.39K- 50.53% |
$267K - $274K
|
5.28K
$276K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-5.38K- 64.69% |
$267K - $273K
|
2.94K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-5K- 83.33% |
$248K - $254K
|
1K
$52.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.47K- 38.34% |
$221K - $227K
|
7.18K
$375K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.22K- 32.8% |
$159K - $163K
|
6.59K
$345K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 32.56% |
$147K - $151K
|
6.14K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.24K- 29.08% |
$111K - $114K
|
5.46K
$286K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.17K- 15.94% |
$57.7K - $59.1K
|
6.15K
$321K
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 18.94% |
$56.8K - $58.2K
|
4.91K
$257K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.05K- 14.58% |
$52K - $53.3K
|
6.15K
$322K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-795- 2.4% |
$39.4K - $40.3K
|
32.4K
$1.69M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-734- 3.71% |
$36.4K - $37.3K
|
19.1K
$997K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-705- 13.33% |
$34.9K - $35.8K
|
4.59K
$240K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-418- 8.05% |
$20.7K - $21.2K
|
4.77K
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-340- 70.39% |
$16.9K - $17.3K
|
143
$7.48K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-274Closed |
$13.6K - $13.9K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-152Closed |
$7.53K - $7.71K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-99- 7.99% |
$4.91K - $5.02K
|
1.14K
$59.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 0.01% |
$99.1 - $102
|
26.7K
$1.4M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-893K- 98.75% |
$43.4M - $44.8M
|
11.3K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-113K- 10.15% |
$5.5M - $5.67M
|
1M
$52.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-63.9K- 58.03% |
$3.11M - $3.21M
|
46.2K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50.7K- 81.49% |
$2.47M - $2.55M
|
11.5K
$602K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-21.4K- 27.96% |
$1.04M - $1.07M
|
55K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17.2K- 2.62% |
$838K - $865K
|
640K
$33.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10.4K- 13.28% |
$507K - $523K
|
68.1K
$3.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.01K- 12.79% |
$438K - $452K
|
61.4K
$3.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.67K- 41.13% |
$373K - $385K
|
11K
$574K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.53K- 49.27% |
$366K - $378K
|
7.76K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7.27KClosed |
$354K - $365K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.44K- 1.47% |
$264K - $273K
|
364K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.77K- 50.0% |
$232K - $239K
|
4.77K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.37K- 36.96% |
$212K - $219K
|
7.45K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.25KClosed |
$207K - $213K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.73K- 37.58% |
$181K - $187K
|
6.2K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.33K- 18.41% |
$113K - $117K
|
10.3K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.89K- 1.16% |
$92K - $94.9K
|
161K
$8.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.65K- 54.59% |
$80.4K - $83K
|
1.38K
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 80.87% |
$57.6K - $59.4K
|
280
$14.6K
|
|