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 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.37K- 36.96% |
$212K - $219K
|
7.45K
$387K
|
|
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
$322K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.33K- 18.41% |
$113K - $117K
|
10.3K
$537K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.89K- 1.16% |
$92K - $94.9K
|
161K
$8.37M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.65K- 54.59% |
$80.4K - $83K
|
1.38K
$71.5K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 80.87% |
$57.6K - $59.4K
|
280
$14.6K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.14K- 15.02% |
$55.5K - $57.3K
|
6.46K
$336K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1K- 97.09% |
$48.6K - $50.2K
|
30
$1.56K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-920- 48.94% |
$44.7K - $46.2K
|
960
$49.9K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-894- 2.93% |
$43.5K - $44.9K
|
29.6K
$1.54M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-850- 9.58% |
$41.3K - $42.7K
|
8.02K
$417K
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-809- 8.83% |
$39.3K - $40.6K
|
8.35K
$434K
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-740- 15.15% |
$36K - $37.1K
|
4.15K
$215K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 83.33% |
$24.3K - $25.1K
|
100
$5.2K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-108- 1.68% |
$5.25K - $5.42K
|
6.32K
$328K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-108- 50.23% |
$5.25K - $5.42K
|
107
$5.56K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 30.77% |
$778 - $803
|
36
$1.87K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 61.9% |
$632 - $652
|
8
$416
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 50.0% |
$97.3 - $100
|
2
$104
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.57M- 99.09% |
$77.1M - $80.5M
|
14.4K
$750K
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-344K- 93.22% |
$16.9M - $17.6M
|
25K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-147KClosed |
$7.23M - $7.55M
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-19.6K- 12.33% |
$964K - $1.01M
|
140K
$7.26M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-14.3KClosed |
$703K - $734K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-12.2K- 42.08% |
$597K - $623K
|
16.7K
$870K
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.46K- 66.88% |
$415K - $434K
|
4.19K
$218K
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-7.25KClosed |
$356K - $372K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 26.73% |
$336K - $350K
|
18.7K
$974K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.92K- 35.7% |
$192K - $201K
|
7.05K
$366K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.86K- 1.69% |
$189K - $198K
|
224K
$11.6M
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 6.7% |
$112K - $117K
|
31.8K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.96K- 21.26% |
$96.2K - $100K
|
7.26K
$377K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.86K- 21.79% |
$91.2K - $95.3K
|
6.67K
$347K
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 24.67% |
$81.2K - $84.8K
|
5.05K
$263K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.21K- 13.92% |
$59.3K - $61.9K
|
7.47K
$388K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-890- 6.27% |
$43.7K - $45.6K
|
13.3K
$691K
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-389- 7.31% |
$19.1K - $19.9K
|
4.93K
$256K
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 6.37% |
$16.3K - $17.1K
|
4.9K
$254K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-286- 5.3% |
$14K - $14.7K
|
5.11K
$266K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-278- 14.21% |
$13.6K - $14.3K
|
1.68K
$87.2K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-276Closed |
$13.5K - $14.2K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-164- 3.76% |
$8.05K - $8.41K
|
4.2K
$218K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-103- 0.69% |
$5.06K - $5.28K
|
14.7K
$765K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-53- 6.2% |
$2.6K - $2.72K
|
802
$41.7K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 1.09% |
$294 - $308
|
545
$28.3K
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-6- 0.08% |
$294 - $308
|
7.24K
$376K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.83M- 98.86% |
$91.4M - $94.6M
|
21.2K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-273KClosed |
$13.6M - $14.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-200KClosed |
$9.97M - $10.3M
|
0
$0
|