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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.96K- 60.1% |
$307K - $321K
|
3.95K
$205K
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.91KClosed |
$304K - $318K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.69KClosed |
$293K - $306K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.31KClosed |
$273K - $286K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.84KClosed |
$249K - $261K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.83KClosed |
$249K - $260K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.79KClosed |
$246K - $258K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.66KClosed |
$240K - $251K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-4.5K- 42.9% |
$232K - $242K
|
5.99K
$311K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.4KClosed |
$226K - $237K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.38KClosed |
$225K - $236K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.03KClosed |
$207K - $217K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-4KClosed |
$206K - $215K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$201K - $210K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.88KClosed |
$200K - $209K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.87KClosed |
$199K - $209K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.85KClosed |
$198K - $208K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.84KClosed |
$198K - $207K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.81KClosed |
$196K - $205K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3.72KClosed |
$192K - $201K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.1KClosed |
$108K - $113K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.86KClosed |
$95.8K - $100K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.33K- 33.9% |
$68.6K - $71.8K
|
2.6K
$135K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.04K- 13.23% |
$53.7K - $56.2K
|
6.84K
$355K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$51.5K - $53.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-804Closed |
$41.4K - $43.3K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-797Closed |
$41K - $42.9K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-740- 2.41% |
$38.1K - $39.9K
|
30K
$1.56M
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-475- 86.36% |
$24.5K - $25.6K
|
75
$3.9K
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-408- 8.37% |
$21K - $22K
|
4.47K
$232K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-352Closed |
$18.1K - $19K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-323Closed |
$16.6K - $17.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-230Closed |
$11.8K - $12.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-223- 10.81% |
$11.5K - $12K
|
1.84K
$95.6K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-197Closed |
$10.1K - $10.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-193Closed |
$9.94K - $10.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-193Closed |
$9.94K - $10.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-169Closed |
$8.7K - $9.1K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-120Closed |
$6.18K - $6.46K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-65Closed |
$3.35K - $3.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-60- 1.37% |
$3.09K - $3.23K
|
4.33K
$225K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-26Closed |
$1.34K - $1.4K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2Closed |
$103 - $108
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
SELL
|
- |
-929KClosed |
$50M - $50.8M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-653KClosed |
$35.2M - $35.7M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Members Capital Advisors Inc
|
SELL
|
- |
-330KClosed |
$17.7M - $18M
|
0
$0
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-203KClosed |
$10.9M - $11.1M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-126KClosed |
$6.79M - $6.9M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-63.1KClosed |
$3.39M - $3.45M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-47.5KClosed |
$2.56M - $2.6M
|
0
$0
|