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 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
80.1K+ 7.71% |
$4.13M - $4.2M
|
1.12M
$58.8M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.59K- 7.2% |
$237K - $240K
|
59.2K
$3.11M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-310- 4.17% |
$16K - $16.2K
|
7.13K
$374K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11.9K- 25.8% |
$612K - $622K
|
34.1K
$1.79M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.3KNew |
$1.25M - $1.27M
|
24.3K
$1.27M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.77K+ 3.35% |
$143K - $145K
|
85.3K
$4.48M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.03% |
$258 - $262
|
15.1K
$793K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
25.6K+ 64.88% |
$1.32M - $1.34M
|
65K
$3.41M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
491+ 0.54% |
$25.3K - $25.7K
|
91.7K
$4.82M
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
SELL
|
- |
-147K- 1.09% |
$7.58M - $7.71M
|
13.3M
$699M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13.9K- 6.19% |
$716K - $728K
|
210K
$11.1M
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-379- 7.83% |
$19.5K - $19.8K
|
4.46K
$234K
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.91KNew |
$201K - $205K
|
3.91K
$205K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-12.3K- 16.2% |
$636K - $646K
|
63.8K
$3.35M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-922- 0.44% |
$47.5K - $48.3K
|
207K
$10.9M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.7K- 23.81% |
$603K - $612K
|
37.4K
$1.96M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-60- 0.66% |
$3.09K - $3.14K
|
9.02K
$474K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
87.8K+ 25.04% |
$4.53M - $4.6M
|
439K
$23M
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
38.2K+ 11.58% |
$1.97M - $2M
|
368K
$19.3M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.19K- 15.23% |
$113K - $115K
|
12.2K
$641K
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.61KNew |
$340K - $346K
|
6.61K
$347K
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.48K- 9.7% |
$76K - $77.2K
|
13.7K
$721K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
76.9K+ 5.33% |
$3.96M - $4.03M
|
1.52M
$79.8M
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
173K+ 243.31% |
$8.93M - $9.07M
|
244K
$12.8M
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.32M+ 105.35% |
$67.8M - $69M
|
2.57M
$135M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
32+ 0.68% |
$1.65K - $1.68K
|
4.74K
$249K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 7.45% |
$113K - $115K
|
31.8K
$1.67M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-16K- 8.8% |
$825K - $839K
|
166K
$8.72M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-167- 0.91% |
$8.6K - $8.75K
|
18.3K
$960K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14.4K- 45.49% |
$740K - $753K
|
17.2K
$904K
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.93K+ 5.06% |
$202K - $206K
|
81.6K
$4.28M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.87K- 4.84% |
$148K - $150K
|
56.4K
$2.96M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
366+ 4.46% |
$18.9K - $19.2K
|
8.57K
$450K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-206- 36.33% |
$10.6K - $10.8K
|
361
$19K
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-6.54K- 4.66% |
$337K - $343K
|
134K
$7.03M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-361- 2.25% |
$18.6K - $18.9K
|
15.7K
$823K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-72- 0.5% |
$3.71K - $3.77K
|
14.2K
$748K
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.45K- 12.53% |
$126K - $128K
|
17.1K
$898K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.62K- 9.7% |
$83.5K - $84.9K
|
15.1K
$792K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-57- 0.39% |
$2.94K - $2.99K
|
14.5K
$763K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.27K- 6.1% |
$117K - $119K
|
34.9K
$1.83M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.2K+ 10.07% |
$61.7K - $62.7K
|
13.1K
$687K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
778+ 5.8% |
$40.1K - $40.7K
|
14.2K
$745K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-82K- 8.14% |
$4.23M - $4.3M
|
925K
$48.6M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
184New |
$9.48K - $9.64K
|
184
$9.66K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-34Closed |
$1.75K - $1.78K
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.42K- 4.19% |
$434K - $441K
|
193K
$10.1M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
27.3KNew |
$1.41M - $1.43M
|
27.3K
$1.43M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
886New |
$45.6K - $46.4K
|
886
$46.5K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
501+ 5.57% |
$25.8K - $26.2K
|
9.5K
$499K
|