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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
12.8K+ 859.06% |
$660K - $673K
|
14.3K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.77K+ 1.26% |
$401K - $409K
|
626K
$32.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
38.5K+ 26.96% |
$1.98M - $2.02M
|
181K
$9.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.19K+ 33.9% |
$267K - $273K
|
20.5K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
222+ 1.08% |
$11.4K - $11.7K
|
20.7K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.44K+ 27.81% |
$74.1K - $75.5K
|
6.61K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-424- 30.53% |
$21.9K - $22.3K
|
965
$50.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
295+ 1.51% |
$15.2K - $15.5K
|
19.8K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.23K+ 4.46% |
$166K - $170K
|
75.6K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
137K+ 23.27% |
$7.07M - $7.21M
|
727K
$37.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-35.3K- 91.78% |
$1.82M - $1.86M
|
3.16K
$165K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.5K- 1.74% |
$77.3K - $78.8K
|
84.5K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-43.4K- 3.36% |
$2.24M - $2.28M
|
1.25M
$65M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-617- 0.86% |
$31.8K - $32.4K
|
71.2K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
119+ 1.34% |
$6.13K - $6.25K
|
9.02K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 5.39% |
$760K - $775K
|
288K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-95- 0.74% |
$4.9K - $4.99K
|
12.7K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
114New |
$5.88K - $5.99K
|
114
$5.93K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.55K- 2.13% |
$234K - $239K
|
208K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
9.6M+ 9168.7% |
$495M - $505M
|
9.71M
$505M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.81K+ 194.94% |
$145K - $148K
|
4.25K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-204K- 97.85% |
$10.5M - $10.7M
|
4.48K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 8.62% |
$56.2K - $57.3K
|
11.6K
$601K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-223- 4.85% |
$11.5K - $11.7K
|
4.37K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 30.53% |
$95.9K - $97.7K
|
4.23K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.7% |
$51.5 - $52.6
|
38
$1.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
12.5K+ 10.51% |
$645K - $657K
|
132K
$6.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-730- 6.71% |
$37.6K - $38.4K
|
10.2K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
41.6KNew |
$2.15M - $2.19M
|
41.6K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.63K+ 3.68% |
$136K - $138K
|
74.1K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.68K+ 49.99% |
$189K - $193K
|
11K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
7.3KNew |
$376K - $383K
|
7.3K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-210- 2.97% |
$10.8K - $11K
|
6.87K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.93KNew |
$357K - $364K
|
6.93K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.3K+ 20.66% |
$685K - $699K
|
77.7K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
446+ 2.05% |
$23K - $23.4K
|
22.3K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73.7K+ 20.95% |
$3.8M - $3.87M
|
425K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 2.87% |
$68.6K - $69.9K
|
45.1K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.04K+ 1.04% |
$53.7K - $54.7K
|
101K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
72+ 0.49% |
$3.71K - $3.78K
|
14.9K
$775K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-254- 69.78% |
$13.1K - $13.3K
|
110
$5.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-261- 0.25% |
$13.5K - $13.7K
|
106K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.35K+ 29.76% |
$276K - $281K
|
23.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 0.67% |
$1.34K - $1.37K
|
3.92K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
127+ 2.15% |
$6.55K - $6.67K
|
6.05K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
88KNew |
$4.54M - $4.63M
|
88K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 923.97% |
$57.6K - $58.8K
|
1.24K
$64.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.14K- 3.93% |
$110K - $112K
|
52.3K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2K+ 6.28% |
$103K - $105K
|
33.9K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
60.2K+ 16.85% |
$3.1M - $3.16M
|
417K
$21.7M
|