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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.9KNew |
$1.44M - $1.47M
|
27.9K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.77K- 13.43% |
$91.2K - $93K
|
11.4K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-495- 7.68% |
$25.5K - $26K
|
5.95K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.7KNew |
$87.7K - $89.4K
|
1.7K
$89.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
333New |
$17.2K - $17.5K
|
333
$17.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
14.3KNew |
$739K - $754K
|
14.3K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.15KNew |
$59.2K - $60.3K
|
1.15K
$60.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-640- 2.32% |
$33K - $33.6K
|
26.9K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 2.75% |
$20.6K - $21K
|
14.1K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
600+ 8.58% |
$30.9K - $31.5K
|
7.59K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
244New |
$12.6K - $12.8K
|
244
$12.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3K+ 37.14% |
$155K - $158K
|
11.1K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$64.4K - $65.6K
|
67.8K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
8.17K+ 94.69% |
$421K - $429K
|
16.8K
$882K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18+ 0.24% |
$928 - $946
|
7.41K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
283New |
$14.6K - $14.9K
|
283
$14.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.02KNew |
$207K - $211K
|
4.02K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
536+ 6.23% |
$27.6K - $28.2K
|
9.14K
$480K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.08KNew |
$210K - $214K
|
4.08K
$214K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.01K- 8.5% |
$103K - $105K
|
21.6K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
827New |
$42.6K - $43.5K
|
827
$43.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 15.11% |
$1.78M - $1.82M
|
194K
$10.2M
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.58K+ 18.88% |
$132K - $136K
|
16.3K
$853K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
24.4KNew |
$1.24M - $1.29M
|
24.4K
$1.28M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-910- 95.59% |
$46.4K - $48K
|
42
$2.21K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-571- 8.27% |
$29.1K - $30.1K
|
6.34K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
925+ 7.58% |
$47.2K - $48.8K
|
13.1K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-236- 2.25% |
$12K - $12.4K
|
10.3K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-193K- 91.44% |
$9.87M - $10.2M
|
18.1K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-309- 2.58% |
$15.8K - $16.3K
|
11.7K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-88- 98.88% |
$4.49K - $4.64K
|
1
$52.5
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6- 6.0% |
$306 - $316
|
94
$4.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.58K- 62.73% |
$438K - $453K
|
5.1K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65New |
$3.32K - $3.43K
|
65
$3.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-205- 3.97% |
$10.5K - $10.8K
|
4.96K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-875- 7.95% |
$44.6K - $46.1K
|
10.1K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.7KNew |
$291K - $301K
|
5.7K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
800+ 9.5% |
$40.8K - $42.2K
|
9.22K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-26.8K- 0.39% |
$1.37M - $1.41M
|
6.84M
$359M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
12K+ 675.92% |
$611K - $632K
|
13.8K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.41KNew |
$327K - $338K
|
6.41K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
24.3K+ 10.67% |
$1.24M - $1.28M
|
252K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
721+ 5.37% |
$36.8K - $38K
|
14.1K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
6.52KNew |
$333K - $344K
|
6.52K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-327- 6.56% |
$16.7K - $17.2K
|
4.65K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1K+ 22.68% |
$51K - $52.7K
|
5.41K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
90+ 0.83% |
$4.59K - $4.75K
|
11K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
48.5KNew |
$2.48M - $2.56M
|
48.5K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.91KNew |
$404K - $417K
|
7.91K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
157New |
$8.01K - $8.28K
|
157
$8.24K
|
|