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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40- 57.14% |
$2.04K - $2.11K
|
30
$1.55K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.3% |
$2.04K - $2.11K
|
13.3K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-37- 0.43% |
$1.89K - $1.95K
|
8.65K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-35- 0.75% |
$1.79K - $1.85K
|
4.64K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-21- 0.53% |
$1.07K - $1.11K
|
3.97K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21- 0.32% |
$1.07K - $1.11K
|
6.6K
$342K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 0.32% |
$714 - $738
|
4.37K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13- 0.12% |
$663 - $686
|
10.4K
$540K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-11- 0.57% |
$561 - $580
|
1.91K
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6- 6.0% |
$306 - $316
|
94
$4.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.02% |
$255 - $264
|
26.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4- 0.02% |
$204 - $211
|
18.8K
$975K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4- 4.71% |
$204 - $211
|
81
$4.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2- -0.0% |
$102 - $105
|
49.3K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 4.0% |
$51 - $52.7
|
24
$1.24K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.18% |
$51 - $52.7
|
569
$29.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-5.3M- 98.06% |
$268M - $272M
|
105K
$5.43M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-4.95MClosed |
$251M - $254M
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Arch Capital Group Ltd.
|
SELL
|
- |
-3.25M- 59.96% |
$165M - $167M
|
2.17M
$113M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-853K- 37.63% |
$43.2M - $43.7M
|
1.41M
$73.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-35.7K- 77.89% |
$1.81M - $1.83M
|
10.1K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-28.6K- 14.9% |
$1.45M - $1.47M
|
163K
$8.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-22.4K- 73.81% |
$1.13M - $1.15M
|
7.94K
$411K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20K- 29.47% |
$1.01M - $1.03M
|
47.9K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-18.2K- 20.49% |
$920K - $932K
|
70.5K
$3.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-16.8K- 10.98% |
$848K - $859K
|
136K
$7.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.9K- 59.7% |
$550K - $557K
|
7.33K
$380K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.21K- 34.78% |
$314K - $318K
|
11.6K
$603K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6.2K- 44.22% |
$314K - $318K
|
7.82K
$405K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-5.88K- 33.18% |
$298K - $302K
|
11.8K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.38K- 25.13% |
$273K - $276K
|
16K
$831K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4.88K- 5.6% |
$247K - $250K
|
82.3K
$4.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.81K- 11.68% |
$243K - $247K
|
36.4K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.79K- 62.21% |
$243K - $246K
|
2.91K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.51K- 51.31% |
$228K - $231K
|
4.28K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-4.17K- 44.8% |
$211K - $214K
|
5.14K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.33K- 13.22% |
$169K - $171K
|
21.9K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.12K- 94.06% |
$158K - $160K
|
197
$10.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 81.72% |
$148K - $150K
|
655
$33.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.01K- 32.21% |
$102K - $103K
|
4.22K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.95K- 33.25% |
$98.6K - $99.9K
|
3.91K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.75K- 99.94% |
$88.6K - $89.8K
|
1
$51.8
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.6K- 2.29% |
$81K - $82.1K
|
68.2K
$3.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.5K- 25.57% |
$76K - $77K
|
4.37K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-1.34K- 22.17% |
$67.8K - $68.7K
|
4.7K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.32K- 12.55% |
$66.8K - $67.7K
|
9.2K
$477K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.3K- 1.78% |
$66K - $66.8K
|
72K
$3.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.23K- 7.9% |
$62K - $62.8K
|
14.3K
$741K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 84.99% |
$59.9K - $60.7K
|
209
$10.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.1K- 21.24% |
$55.5K - $56.2K
|
4.06K
$210K
|
|