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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.98% |
$16.2K - $16.4K
|
6.2K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-294- 3.05% |
$14.6K - $14.8K
|
9.33K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-293- 4.25% |
$14.6K - $14.8K
|
6.6K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-253- 90.36% |
$12.6K - $12.7K
|
27
$1.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-141- 2.79% |
$7.01K - $7.1K
|
4.91K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 16.67% |
$4.97K - $5.04K
|
500
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-67- 1.55% |
$3.33K - $3.37K
|
4.24K
$222K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-184K- 23.74% |
$9.21M - $9.34M
|
591K
$30.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-48.2K- 78.25% |
$2.41M - $2.45M
|
13.4K
$701K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.9K- 55.18% |
$745K - $756K
|
12.1K
$633K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-11.6K- 58.06% |
$580K - $588K
|
8.38K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.1K- 3.13% |
$405K - $411K
|
251K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 53.51% |
$361K - $366K
|
6.27K
$328K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 41.11% |
$212K - $215K
|
6.06K
$317K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 41.11% |
$164K - $167K
|
4.7K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 50.8% |
$104K - $105K
|
2.01K
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2K- 4.21% |
$99.9K - $101K
|
45.5K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.39K- 14.54% |
$69.7K - $70.8K
|
8.19K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.16K- 18.03% |
$58.2K - $59.1K
|
5.29K
$277K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 1.51% |
$51.7K - $52.4K
|
67.6K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1K- 16.0% |
$50K - $50.8K
|
5.25K
$275K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-847- 1.61% |
$42.4K - $43K
|
51.7K
$2.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-412- 54.64% |
$20.6K - $20.9K
|
342
$17.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-400- 8.24% |
$20K - $20.3K
|
4.45K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-384- 8.46% |
$19.2K - $19.5K
|
4.15K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-106- 2.46% |
$5.3K - $5.38K
|
4.2K
$220K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.49% |
$3.75K - $3.81K
|
15.3K
$803K
|
|
|
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
$9.42K
|
|
|
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
$3.83M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-12.7K- 2.71% |
$631K - $647K
|
458K
$24M
|
|
|
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 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 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
$322K
|
|
|
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
$998K
|
|
|
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
|
|