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 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-142- 2.62% |
$7.32K - $7.44K
|
5.27K
$277K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.89K+ 6.07% |
$149K - $151K
|
50.5K
$2.65M
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-269K- 93.12% |
$13.8M - $14.1M
|
19.8K
$1.04M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.41K+ 9.38% |
$124K - $126K
|
28.1K
$1.48M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 0.19% |
$5.87K - $5.97K
|
60.7K
$3.19M
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.83KNew |
$197K - $201K
|
3.83K
$201K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.03% |
$103 - $105
|
7.88K
$414K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23K- 22.25% |
$1.18M - $1.2M
|
80.3K
$4.22M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-106K- 27.61% |
$5.45M - $5.54M
|
277K
$14.6M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
17.6K+ 6.57% |
$908K - $923K
|
286K
$15M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.04K+ 21.61% |
$260K - $264K
|
28.4K
$1.49M
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
52New |
$2.68K - $2.72K
|
52
$2.73K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.27K- 28.27% |
$117K - $119K
|
5.77K
$303K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-10.4K- 33.18% |
$536K - $545K
|
20.9K
$1.1M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 2.42% |
$412 - $419
|
338
$17.7K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.9K+ 40.32% |
$562K - $571K
|
38K
$1.99M
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
131K+ 230.69% |
$6.74M - $6.85M
|
188K
$9.85M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.64K- 5.21% |
$84.3K - $85.7K
|
29.8K
$1.56M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1KNew |
$522K - $531K
|
10.1K
$533K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.42KNew |
$279K - $284K
|
5.42K
$284K
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-48.1K- 17.62% |
$2.48M - $2.52M
|
225K
$11.8M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 10.16% |
$53K - $53.8K
|
11.1K
$585K
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.94K- 42.75% |
$151K - $154K
|
3.94K
$207K
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.9K+ 33.51% |
$663K - $674K
|
51.3K
$2.69M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.74K+ 9.0% |
$141K - $143K
|
33.2K
$1.74M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.96KNew |
$307K - $312K
|
5.96K
$313K
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.14KNew |
$471K - $479K
|
9.14K
$480K
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.28K+ 16.82% |
$375K - $381K
|
50.6K
$2.66M
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.48KNew |
$76.2K - $77.5K
|
1.48K
$77.7K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-537- 3.34% |
$27.7K - $28.1K
|
15.6K
$817K
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.44K+ 6.03% |
$229K - $233K
|
78.1K
$4.1M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 21.04% |
$108K - $109K
|
7.84K
$412K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-21.3K- 14.16% |
$1.1M - $1.12M
|
129K
$6.79M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
174K+ 23.38% |
$8.97M - $9.14M
|
918K
$48.2M
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
181KNew |
$9.32M - $9.5M
|
181K
$9.49M
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$629K - $641K
|
12.2K
$640K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
102New |
$5.26K - $5.36K
|
102
$5.36K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
971New |
$50K - $51K
|
971
$51K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-56- 3.65% |
$2.89K - $2.94K
|
1.48K
$77.6K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-653- 6.2% |
$33.7K - $34.3K
|
9.88K
$519K
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.25K- 15.46% |
$64.4K - $65.7K
|
6.83K
$359K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
20.1K+ 7.0% |
$1.03M - $1.05M
|
307K
$16.1M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
287+ 1.17% |
$14.8K - $15.1K
|
24.9K
$1.31M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
13.7KNew |
$704K - $718K
|
13.7K
$717K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.3K+ 120.81% |
$479K - $489K
|
17K
$893K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
99+ 20.58% |
$5.1K - $5.2K
|
580
$30.5K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
631New |
$32.5K - $33.2K
|
631
$33.1K
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-13.6K- 37.98% |
$703K - $717K
|
22.3K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$60.4K - $61.5K
|
1.17K
$61.5K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.1K- 69.65% |
$2.27M - $2.32M
|
19.2K
$1.01M
|