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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.2K+ 13.02% |
$61.8K - $63.1K
|
10.4K
$543K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
22.3K+ 138.29% |
$1.15M - $1.17M
|
38.4K
$2M
|
|
|
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
$8.89M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
8.47KNew |
$436K - $445K
|
8.47K
$442K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
395+ 0.23% |
$20.4K - $20.8K
|
172K
$8.96M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19K+ 7.92% |
$981K - $1M
|
259K
$13.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-56- 3.65% |
$2.89K - $2.94K
|
1.48K
$77K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
23.7KNew |
$1.22M - $1.24M
|
23.7K
$1.23M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-148- 0.48% |
$7.63K - $7.78K
|
30.7K
$1.6M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-653- 6.2% |
$33.7K - $34.3K
|
9.88K
$515K
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
49.4KNew |
$2.54M - $2.59M
|
49.4K
$2.57M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.27KNew |
$220K - $225K
|
4.27K
$223K
|
|
|
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
$10.2M
|
|
|
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
$356K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.7K+ 11.73% |
$294K - $299K
|
54.3K
$2.83M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
12.3KNew |
$632K - $644K
|
12.3K
$640K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
39.2K+ 76.29% |
$2.02M - $2.06M
|
90.5K
$4.72M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
29.2KNew |
$1.51M - $1.53M
|
29.2K
$1.52M
|
|
|
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
$389K
|
|
|
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
$712K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.3K+ 120.81% |
$479K - $489K
|
17K
$887K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
23.5KNew |
$1.21M - $1.23M
|
23.5K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 11.91% |
$52.6M - $53.6M
|
7.54M
$393M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6.61K- 10.24% |
$341K - $347K
|
57.9K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.99K+ 13.38% |
$257K - $262K
|
42.3K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16K+ 3.76% |
$59.5K - $60.7K
|
31.9K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 0.78% |
$58.7K - $59.8K
|
145K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.11K- 5.01% |
$418K - $426K
|
154K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.7K- 4.2% |
$345K - $352K
|
153K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 57.12% |
$609K - $620K
|
8.86K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.34K- 11.46% |
$120K - $123K
|
18.1K
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 17.5% |
$148K - $151K
|
19.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.23% |
$1.29K - $1.31K
|
11K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 5.46% |
$557K - $568K
|
187K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19.5KNew |
$1.01M - $1.03M
|
19.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
206K+ 15.53% |
$10.6M - $10.8M
|
1.53M
$79.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-43- 1.42% |
$2.22K - $2.26K
|
2.98K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
99+ 20.58% |
$5.1K - $5.2K
|
580
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
816K+ 13.28% |
$42.1M - $42.9M
|
6.96M
$363M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.04KNew |
$260K - $265K
|
5.04K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15MNew |
$59M - $60.2M
|
1.15M
$59.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.72K+ 7.96% |
$449K - $458K
|
118K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
56.8KNew |
$2.93M - $2.98M
|
56.8K
$2.96M
|