Latest Institutional Transactions on Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.44K+ 6.03% |
$229K - $233K
|
78.1K
$4.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
358+ 7.54% |
$18.4K - $18.7K
|
5.1K
$267K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 21.04% |
$108K - $109K
|
7.84K
$410K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
503+ 3.37% |
$25.9K - $26.3K
|
15.4K
$807K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
39.4KNew |
$2.03M - $2.07M
|
39.4K
$2.06M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34New |
$1.75K - $1.79K
|
34
$1.78K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
52KNew |
$2.68M - $2.73M
|
52K
$2.72M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$629K - $641K
|
12.2K
$638K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
102New |
$5.26K - $5.36K
|
102
$5.34K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-235K- 11.59% |
$12.1M - $12.4M
|
1.8M
$94M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
75.5KNew |
$3.89M - $3.97M
|
75.5K
$3.95M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-280- 4.16% |
$14.4K - $14.7K
|
6.45K
$337K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
36.1KNew |
$1.86M - $1.9M
|
36.1K
$1.89M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
971New |
$50K - $51K
|
971
$50.8K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.2K+ 13.02% |
$61.8K - $63.1K
|
10.4K
$545K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
22.3K+ 138.29% |
$1.15M - $1.17M
|
38.4K
$2.01M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
245New |
$12.6K - $12.9K
|
245
$12.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.64K- 0.96% |
$84.7K - $86.4K
|
170K
$8.92M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
8.47KNew |
$436K - $445K
|
8.47K
$443K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
395+ 0.23% |
$20.4K - $20.8K
|
172K
$8.99M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19K+ 7.92% |
$981K - $1M
|
259K
$13.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-56- 3.65% |
$2.89K - $2.94K
|
1.48K
$77.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
23.7KNew |
$1.22M - $1.24M
|
23.7K
$1.24M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-148- 0.48% |
$7.63K - $7.78K
|
30.7K
$1.61M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-653- 6.2% |
$33.7K - $34.3K
|
9.88K
$517K
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
49.4KNew |
$2.54M - $2.59M
|
49.4K
$2.58M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.27KNew |
$220K - $225K
|
4.27K
$224K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.6K- 27.8% |
$547K - $558K
|
27.6K
$1.44M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7.27K- 3.58% |
$375K - $382K
|
196K
$10.3M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-327- 0.82% |
$16.9K - $17.2K
|
39.8K
$2.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.25K- 15.46% |
$64.4K - $65.7K
|
6.83K
$358K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.7K+ 11.73% |
$294K - $299K
|
54.3K
$2.84M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
12.3KNew |
$632K - $644K
|
12.3K
$642K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
39.2K+ 76.29% |
$2.02M - $2.06M
|
90.5K
$4.74M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
29.2KNew |
$1.51M - $1.53M
|
29.2K
$1.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
20.1K+ 7.0% |
$1.03M - $1.05M
|
307K
$16M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
287+ 1.17% |
$14.8K - $15.1K
|
24.9K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
947+ 14.54% |
$48.8K - $49.8K
|
7.46K
$390K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-22.8K- 46.97% |
$1.18M - $1.2M
|
25.8K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
13.7KNew |
$704K - $718K
|
13.7K
$715K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.3K+ 120.81% |
$479K - $489K
|
17K
$890K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
23.5KNew |
$1.21M - $1.23M
|
23.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 11.91% |
$52.6M - $53.6M
|
7.54M
$395M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6.61K- 10.24% |
$341K - $347K
|
57.9K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.99K+ 13.38% |
$257K - $262K
|
42.3K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16K+ 3.76% |
$59.5K - $60.7K
|
31.9K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 0.78% |
$58.7K - $59.8K
|
145K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.11K- 5.01% |
$418K - $426K
|
154K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.7K- 4.2% |
$345K - $352K
|
153K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 57.12% |
$609K - $620K
|
8.86K
$464K
|
|