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 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.07K- 9.0% |
$55K - $55.9K
|
10.8K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-122- 0.4% |
$6.29K - $6.39K
|
30.4K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
134KNew |
$6.89M - $7M
|
134K
$7.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-800- 0.62% |
$41.2K - $41.9K
|
129K
$6.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-88.3K- 11.41% |
$4.55M - $4.62M
|
686K
$36M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
187K+ 29.59% |
$9.65M - $9.81M
|
820K
$43.1M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.3K+ 7.74% |
$67K - $68.1K
|
18.1K
$950K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-2.33K- 4.45% |
$120K - $122K
|
49.9K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 8.51% |
$161K - $164K
|
39.8K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-488- 5.75% |
$25.1K - $25.6K
|
8K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 28.4% |
$69K - $70.2K
|
6.06K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100K+ 325.76% |
$5.15M - $5.24M
|
131K
$6.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
531+ 2.41% |
$27.4K - $27.8K
|
22.6K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5KNew |
$258K - $262K
|
5K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.25K- 10.11% |
$374K - $380K
|
64.4K
$3.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.78K- 12.89% |
$246K - $250K
|
32.3K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-12.8K- 3.4% |
$662K - $673K
|
365K
$19.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$243K - $247K
|
4.72K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.5K+ 10.2% |
$800K - $814K
|
168K
$8.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
157+ 2.26% |
$8.09K - $8.22K
|
7.11K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-664- 8.06% |
$34.2K - $34.8K
|
7.57K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.65K- 3.25% |
$240K - $244K
|
139K
$7.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
690New |
$35.5K - $36.1K
|
690
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.7K+ 4.92% |
$3.74M - $3.81M
|
1.55M
$81.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.95KNew |
$204K - $207K
|
3.95K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.21K- 12.57% |
$62.1K - $63.1K
|
8.38K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.07K+ 10.34% |
$261K - $266K
|
54.1K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.84K+ 7.53% |
$146K - $149K
|
40.6K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-721- 3.55% |
$37.1K - $37.8K
|
19.6K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 10.28% |
$492K - $500K
|
102K
$5.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-163- 2.89% |
$8.4K - $8.54K
|
5.47K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-52.3K- 47.07% |
$2.69M - $2.74M
|
58.8K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11.4K+ 1.8% |
$586K - $595K
|
642K
$33.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9+ 60.0% |
$464 - $471
|
24
$1.26K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
70+ 14.29% |
$3.61K - $3.67K
|
560
$29.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.1% |
$567 - $576
|
11.2K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-395- 5.03% |
$20.4K - $20.7K
|
7.46K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.4K+ 6.32% |
$175K - $178K
|
57.2K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$361 - $367
|
13.3K
$698K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.23K- 4.0% |
$63.3K - $64.3K
|
29.5K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-77- 1.68% |
$3.97K - $4.03K
|
4.52K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.85K- 19.01% |
$301K - $306K
|
24.9K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 81.16% |
$635K - $646K
|
27.5K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.47K- 98.09% |
$127K - $129K
|
48
$2.52K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.9K- 6.35% |
$97.9K - $99.5K
|
28K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
315+ 7.53% |
$16.2K - $16.5K
|
4.5K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.04K+ 16.09% |
$260K - $264K
|
36.4K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-661- 7.71% |
$34.1K - $34.6K
|
7.92K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-909- 18.1% |
$46.8K - $47.6K
|
4.11K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.07% |
$309 - $314
|
8.49K
$446K
|