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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 69.9% |
$731K - $743K
|
34.5K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-194K- 50.41% |
$9.98M - $10.1M
|
191K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
831New |
$42.8K - $43.5K
|
831
$43.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
90.6K+ 501.15% |
$4.67M - $4.74M
|
109K
$5.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.33K+ 42.93% |
$120K - $122K
|
7.76K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-151- 31.39% |
$7.78K - $7.91K
|
330
$17.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-380- 20.0% |
$19.6K - $19.9K
|
1.52K
$79.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 31.55% |
$8.05M - $8.18M
|
651K
$34.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.22KNew |
$320K - $326K
|
6.22K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-501- 5.98% |
$25.8K - $26.2K
|
7.88K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.34KNew |
$224K - $227K
|
4.34K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-251- 6.11% |
$12.9K - $13.1K
|
3.86K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-820- 84.97% |
$42.2K - $42.9K
|
145
$7.61K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
459+ 0.21% |
$23.6K - $24K
|
219K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-135- 1.42% |
$6.96K - $7.07K
|
9.35K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
36+ 0.16% |
$1.85K - $1.89K
|
22.1K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.02% |
$51.5 - $52.4
|
6.02K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37+ 0.71% |
$1.91K - $1.94K
|
5.25K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.17K- 2.6% |
$60.2K - $61.2K
|
43.8K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-682- 5.17% |
$35.1K - $35.7K
|
12.5K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-2.64K- 11.14% |
$136K - $138K
|
21K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.61% |
$103 - $105
|
331
$17.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.99K+ 113.67% |
$154K - $156K
|
5.61K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-16- 0.02% |
$824 - $838
|
81.6K
$4.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-86- 1.96% |
$4.43K - $4.5K
|
4.29K
$225K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
27.8KNew |
$1.43M - $1.45M
|
27.8K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-26- 0.43% |
$1.34K - $1.36K
|
6.02K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-241- 0.26% |
$12.4K - $12.6K
|
91K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-490- 4.7% |
$25.2K - $25.7K
|
9.93K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.62K- 21.79% |
$83.6K - $85K
|
5.83K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-970- 11.1% |
$50K - $50.8K
|
7.77K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 3.96% |
$1.32M - $1.35M
|
675K
$35.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-328- 0.84% |
$16.9K - $17.2K
|
38.8K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-279K- 30.04% |
$14.4M - $14.6M
|
649K
$34.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-849- 11.58% |
$43.7K - $44.5K
|
6.48K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-154- 1.81% |
$7.93K - $8.06K
|
8.37K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-6.29K- 2.42% |
$324K - $330K
|
254K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.16K- 12.04% |
$420K - $427K
|
59.6K
$3.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.63K+ 32.15% |
$135K - $138K
|
10.8K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 1.4% |
$10.3K - $10.5K
|
14.5K
$761K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.12K- 8.15% |
$57.8K - $58.8K
|
12.7K
$664K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
247K+ 30.98% |
$12.7M - $12.9M
|
1.04M
$54.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-17.3K- 71.33% |
$891K - $905K
|
6.95K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.35K+ 2.79% |
$276K - $280K
|
197K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-663- 49.29% |
$34.2K - $34.7K
|
682
$35.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.66K- 4.37% |
$85.4K - $86.8K
|
36.2K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
377+ 13.31% |
$19.4K - $19.7K
|
3.21K
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.55K+ 1.84% |
$183K - $186K
|
196K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
46+ 0.54% |
$2.37K - $2.41K
|
8.59K
$451K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
334+ 0.09% |
$17.2K - $17.5K
|
377K
$19.8M
|