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 |
---|---|---|---|---|---|---|---|
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
$59.7K
|
|
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
$603K
|
|
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
$19.1M
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.77K- 50.0% |
$232K - $239K
|
4.77K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.37K- 36.96% |
$212K - $219K
|
7.45K
$390K
|
|
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
$541K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.89K- 1.16% |
$92K - $94.9K
|
161K
$8.43M
|
|
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
$14.7K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.14K- 15.02% |
$55.5K - $57.3K
|
6.46K
$338K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1K- 97.09% |
$48.6K - $50.2K
|
30
$1.57K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-920- 48.94% |
$44.7K - $46.2K
|
960
$50.2K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-894- 2.93% |
$43.5K - $44.9K
|
29.6K
$1.55M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-850- 9.58% |
$41.3K - $42.7K
|
8.02K
$420K
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-809- 8.83% |
$39.3K - $40.6K
|
8.35K
$437K
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-740- 15.15% |
$36K - $37.1K
|
4.15K
$217K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 83.33% |
$24.3K - $25.1K
|
100
$5.23K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-108- 1.68% |
$5.25K - $5.42K
|
6.32K
$331K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-108- 50.23% |
$5.25K - $5.42K
|
107
$5.6K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 30.77% |
$778 - $803
|
36
$1.88K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 61.9% |
$632 - $652
|
8
$419
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 50.0% |
$97.3 - $100
|
2
$105
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.57M- 99.09% |
$77.1M - $80.5M
|
14.4K
$756K
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-344K- 93.22% |
$16.9M - $17.6M
|
25K
$1.31M
|
|
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
$7.31M
|
|
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
$876K
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.46K- 66.88% |
$415K - $434K
|
4.19K
$219K
|
|
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
$981K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.92K- 35.7% |
$192K - $201K
|
7.05K
$369K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.86K- 1.69% |
$189K - $198K
|
224K
$11.7M
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 6.7% |
$112K - $117K
|
31.8K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.96K- 21.26% |
$96.2K - $100K
|
7.26K
$380K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.86K- 21.79% |
$91.2K - $95.3K
|
6.67K
$349K
|