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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10.4K- 17.87% |
$538K - $547K
|
48K
$2.51M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
5.39KNew |
$278K - $282K
|
5.39K
$282K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-23.1K- 64.12% |
$1.19M - $1.21M
|
12.9K
$676K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-123- 2.13% |
$6.34K - $6.44K
|
5.64K
$295K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.78K- 25.25% |
$452K - $460K
|
26K
$1.36M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-12.4K- 21.23% |
$641K - $652K
|
46.2K
$2.41M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-440- 8.21% |
$22.7K - $23K
|
4.92K
$257K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.47K+ 7.61% |
$385K - $391K
|
106K
$5.52M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$1.44M - $1.46M
|
27.9K
$1.46M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
58+ 2.88% |
$2.99K - $3.04K
|
2.07K
$108K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-307- 2.52% |
$15.8K - $16.1K
|
11.9K
$620K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.52K- 5.41% |
$78.5K - $79.8K
|
26.7K
$1.39M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9K- 60.5% |
$464K - $471K
|
5.88K
$307K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-152- 17.92% |
$7.83K - $7.96K
|
696
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
30+ 15.0% |
$1.55K - $1.57K
|
230
$12K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.09K- 12.82% |
$211K - $214K
|
27.8K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
17.1K+ 66.11% |
$879K - $893K
|
42.9K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-153- 23.98% |
$7.88K - $8.01K
|
485
$25.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 182.55% |
$834K - $847K
|
25K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
644+ 13.43% |
$33.2K - $33.7K
|
5.44K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19.3K- 98.89% |
$994K - $1.01M
|
217
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.3KNew |
$1.82M - $1.85M
|
35.3K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.17K- 2.45% |
$60.2K - $61.2K
|
46.6K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-790K- 97.05% |
$40.7M - $41.4M
|
24K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
180K+ 37.8% |
$9.29M - $9.44M
|
657K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.1K- 1.72% |
$211K - $215K
|
235K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.32% |
$64.7K - $65.7K
|
39K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 13.79% |
$113K - $115K
|
13.8K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-536K- 22.11% |
$27.6M - $28.1M
|
1.89M
$98.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-36K- 43.39% |
$1.85M - $1.89M
|
47K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 2.41% |
$57.6K - $58.5K
|
47.5K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14K+ 13.34% |
$722K - $734K
|
119K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-816- 3.17% |
$42K - $42.7K
|
24.9K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.87K+ 1.69% |
$96.4K - $98K
|
113K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.35K+ 19.68% |
$379K - $385K
|
44.7K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.5K- 1.83% |
$129K - $131K
|
134K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-197K- 82.08% |
$10.1M - $10.3M
|
43K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.5K+ 102.11% |
$749K - $762K
|
28.8K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.03% |
$2.42K - $2.46K
|
187K
$9.77M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.9K+ 80.91% |
$1.59M - $1.62M
|
69.2K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-31- 0.69% |
$1.6K - $1.62K
|
4.47K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.82K+ 30.02% |
$93.6K - $95.2K
|
7.87K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.11M+ 16.01% |
$57.4M - $58.4M
|
8.08M
$422M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 1.48% |
$5.76M - $5.85M
|
7.65M
$400M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.2K- 61.68% |
$681K - $692K
|
8.21K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-45- 0.89% |
$2.32K - $2.36K
|
4.99K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44.3K+ 3.87% |
$2.28M - $2.32M
|
1.19M
$62.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.18KNew |
$473K - $481K
|
9.18K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.71% |
$206 - $209
|
566
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
27.1K+ 1.96% |
$1.4M - $1.42M
|
1.41M
$73.6M
|