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 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46.4K+ 9.91% |
$2.39M - $2.43M
|
515K
$27M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
101K+ 109.99% |
$5.22M - $5.3M
|
193K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-79.4K- 59.79% |
$4.09M - $4.16M
|
53.4K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
45.3K+ 515.48% |
$2.33M - $2.37M
|
54.1K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 1.29% |
$464 - $471
|
687
$36.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-74- 30.2% |
$3.81K - $3.88K
|
171
$8.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.81K+ 27.83% |
$145K - $147K
|
12.9K
$678K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
6.34K+ 10.36% |
$326K - $332K
|
67.5K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-960- 13.12% |
$49.5K - $50.3K
|
6.36K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 28.12% |
$915K - $930K
|
45.4K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
18.2K+ 8.15% |
$936K - $951K
|
241K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.95KNew |
$306K - $311K
|
5.95K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 10.11% |
$60.2K - $61.2K
|
12.7K
$668K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.58K- 79.8% |
$81.4K - $82.7K
|
400
$21K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-481- 4.43% |
$24.8K - $25.2K
|
10.4K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3K+ 46.45% |
$631K - $642K
|
38.6K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34.5K+ 8.11% |
$1.78M - $1.81M
|
460K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
49K+ 3.45% |
$2.53M - $2.57M
|
1.47M
$77.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.29K- 30.26% |
$66.3K - $67.4K
|
2.97K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
193+ 0.64% |
$9.94K - $10.1K
|
30.6K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-61- 0.26% |
$3.14K - $3.19K
|
23.5K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.01% |
$51.5 - $52.4
|
12.2K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.9K- 4.34% |
$667K - $678K
|
285K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 23.73% |
$561K - $571K
|
56.8K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.23K- 4.57% |
$115K - $117K
|
46.5K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-14.3K- 24.74% |
$738K - $751K
|
43.6K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
85+ 1.79% |
$4.38K - $4.45K
|
4.83K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.55K+ 28.19% |
$79.8K - $81.1K
|
7.04K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.14K- 12.47% |
$110K - $112K
|
15K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
46.3K+ 59.19% |
$2.39M - $2.43M
|
125K
$6.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
2.8K+ 5.01% |
$144K - $146K
|
58.5K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 7.19% |
$79.5K - $80.8K
|
23K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-91.1K- 14.54% |
$4.69M - $4.77M
|
535K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-697- 2.06% |
$35.9K - $36.5K
|
33.1K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
240+ 303.8% |
$12.4K - $12.6K
|
319
$16.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-62.6K- 2.78% |
$3.22M - $3.28M
|
2.19M
$115M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.31KNew |
$67.6K - $68.8K
|
1.31K
$68.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.35K- 5.44% |
$121K - $123K
|
40.9K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.62KNew |
$83.3K - $84.7K
|
1.62K
$84.9K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
89+ 0.17% |
$4.59K - $4.66K
|
53.7K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.57K- 0.85% |
$80.9K - $82.2K
|
182K
$9.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
57New |
$2.94K - $2.99K
|
57
$2.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-768- 11.18% |
$39.6K - $40.2K
|
6.1K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
4.57K+ 1.21% |
$236K - $239K
|
384K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 0.88% |
$3.19K - $3.25K
|
7.11K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04M+ 22.28% |
$53.4M - $54.3M
|
5.69M
$299M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.73K+ 4.3% |
$88.9K - $90.3K
|
41.8K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5- 0.05% |
$258 - $262
|
10.9K
$572K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.13K+ 3.56% |
$58.1K - $59.1K
|
32.8K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-96- 0.41% |
$4.95K - $5.03K
|
23.4K
$1.23M
|