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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 26.97% |
$125K - $128K
|
11.5K
$602K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.49KNew |
$437K - $444K
|
8.49K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2K- 2.37% |
$103K - $105K
|
82.5K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 3.44% |
$1.11M - $1.13M
|
651K
$34.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 1.74% |
$103K - $105K
|
113K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-993- 19.68% |
$51.2K - $52K
|
4.05K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-464- 46.59% |
$23.9K - $24.3K
|
532
$27.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.19K+ 3.74% |
$164K - $167K
|
88.4K
$4.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 0.66% |
$2.52K - $2.57K
|
7.41K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-74.8K- 55.99% |
$3.85M - $3.92M
|
58.8K
$3.09M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-58- 1.01% |
$2.99K - $3.04K
|
5.69K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.78K- 50.0% |
$504K - $512K
|
9.78K
$514K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-257- 4.06% |
$13.2K - $13.5K
|
6.08K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-4.13K- 5.59% |
$213K - $216K
|
69.8K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7.09K+ 42.66% |
$365K - $371K
|
23.7K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.7K+ 9.15% |
$139K - $142K
|
32.3K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.75K- 20.2% |
$90K - $91.5K
|
6.9K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-48.2K- 76.7% |
$2.48M - $2.52M
|
14.6K
$768K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.86KNew |
$199K - $202K
|
3.86K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.9K+ 4.2% |
$615K - $625K
|
296K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
9.53KNew |
$491K - $499K
|
9.53K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-877- 3.68% |
$45.2K - $45.9K
|
22.9K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-874- 4.75% |
$45K - $45.8K
|
17.5K
$921K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 6.74% |
$74.1K - $75.4K
|
19.9K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-21.6K- 31.4% |
$1.11M - $1.13M
|
47.1K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
457K+ 11.13% |
$23.5M - $23.9M
|
4.56M
$239M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 4.56% |
$74.4K - $75.6K
|
33.1K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-20.5K- 15.6% |
$1.05M - $1.07M
|
111K
$5.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.15KNew |
$420K - $427K
|
8.15K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.9K+ 2.1% |
$718K - $730K
|
677K
$35.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
74+ 0.72% |
$3.81K - $3.88K
|
10.4K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 27.41% |
$46.8K - $47.6K
|
2.41K
$126K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.68K+ 1.66% |
$138K - $140K
|
164K
$8.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.77K+ 2.18% |
$246K - $250K
|
223K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.66% |
$51.5 - $52.4
|
152
$7.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-634- 8.5% |
$32.7K - $33.2K
|
6.82K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-9.59K- 24.23% |
$494K - $502K
|
30K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-637- 1.6% |
$32.8K - $33.4K
|
39.1K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 22.34% |
$1.67M - $1.7M
|
178K
$9.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-63.9K- 38.79% |
$3.29M - $3.35M
|
101K
$5.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-829- 1.73% |
$42.7K - $43.4K
|
47K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.18KNew |
$215K - $219K
|
4.18K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 1.08% |
$59K - $60K
|
105K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.88K- 2.63% |
$200K - $203K
|
144K
$7.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.34K+ 6.59% |
$430K - $437K
|
135K
$7.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-268- 1.83% |
$13.8K - $14K
|
14.4K
$755K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-11K- 49.7% |
$567K - $576K
|
11.1K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
74+ 3.59% |
$3.81K - $3.88K
|
2.14K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
38.2K+ 1688.85% |
$1.97M - $2M
|
40.4K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.04% |
$5.51K - $5.6K
|
243K
$12.7M
|