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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
104K+ 23.52% |
$5.36M - $5.45M
|
546K
$28.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
159+ 0.72% |
$8.19K - $8.33K
|
22.2K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
10.1K+ 12.87% |
$519K - $527K
|
88.3K
$4.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 0.34% |
$2.58K - $2.62K
|
14.8K
$777K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-82- 5.45% |
$4.22K - $4.29K
|
1.42K
$74.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
71.8K+ 4.67% |
$3.7M - $3.76M
|
1.61M
$84.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-559K- 45.53% |
$28.8M - $29.3M
|
669K
$35.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.63K+ 7.35% |
$445K - $452K
|
126K
$6.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
5.64K+ 3.29% |
$291K - $296K
|
177K
$9.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25New |
$1.29K - $1.31K
|
25
$1.31K
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-1.72K- 2.55% |
$88.4K - $89.8K
|
65.6K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-706- 3.57% |
$36.4K - $37K
|
19.1K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.1K+ 17.12% |
$2.58M - $2.62M
|
343K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-537- 2.57% |
$27.7K - $28.1K
|
20.3K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.09K+ 0.29% |
$56.3K - $57.2K
|
380K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 0.73% |
$78.9K - $80.2K
|
208K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.82K+ 0.44% |
$93.9K - $95.5K
|
415K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.53K- 33.37% |
$130K - $132K
|
5.05K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.72K+ 5.67% |
$88.4K - $89.9K
|
32K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6K- 14.36% |
$309K - $314K
|
35.8K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187- 1.24% |
$9.63K - $9.79K
|
14.9K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.16K+ 18.51% |
$369K - $375K
|
45.9K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2K+ 3.44% |
$103K - $105K
|
60.3K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 3.27% |
$194K - $197K
|
119K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.59K- 8.62% |
$288K - $293K
|
59.2K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.78K- 2.58% |
$246K - $251K
|
181K
$9.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$1.91K - $1.94K
|
37
$1.94K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-999- 9.38% |
$51.5K - $52.3K
|
9.65K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-155K- 53.45% |
$7.99M - $8.12M
|
135K
$7.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.77K+ 2.61% |
$143K - $145K
|
109K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.05K+ 0.77% |
$157K - $159K
|
400K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-489- 2.74% |
$25.2K - $25.6K
|
17.3K
$910K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-967- 4.32% |
$49.8K - $50.6K
|
21.4K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-55.2K- 10.17% |
$2.84M - $2.89M
|
488K
$25.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.54K- 7.31% |
$182K - $185K
|
44.8K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
499K+ 119.46% |
$25.7M - $26.1M
|
916K
$48.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.51K+ 3.46% |
$232K - $236K
|
135K
$7.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.95K- 4.32% |
$100K - $102K
|
43.1K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.3K+ 7.21% |
$67K - $68.1K
|
19.3K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-24.4K- 46.2% |
$1.26M - $1.28M
|
28.4K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
551+ 1.62% |
$28.4K - $28.9K
|
34.5K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
611+ 10.71% |
$31.5K - $32K
|
6.32K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-398- 81.39% |
$20.5K - $20.8K
|
91
$4.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.04K+ 10.82% |
$105K - $107K
|
20.8K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.67K+ 1.03% |
$86.1K - $87.5K
|
164K
$8.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.76K+ 2.43% |
$90.5K - $92K
|
74K
$3.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.23K- 5.09% |
$115K - $117K
|
41.6K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
420+ 11.46% |
$21.6K - $22K
|
4.08K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.74K+ 5.72% |
$502K - $510K
|
180K
$9.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 20.65% |
$64.4K - $65.5K
|
4.8K
$252K
|