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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
947+ 14.54% |
$48.8K - $49.8K
|
7.46K
$390K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-22.8K- 46.97% |
$1.18M - $1.2M
|
25.8K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
13.7KNew |
$704K - $718K
|
13.7K
$715K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.3K+ 120.81% |
$479K - $489K
|
17K
$890K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
23.5KNew |
$1.21M - $1.23M
|
23.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 11.91% |
$52.6M - $53.6M
|
7.54M
$395M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6.61K- 10.24% |
$341K - $347K
|
57.9K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.99K+ 13.38% |
$257K - $262K
|
42.3K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16K+ 3.76% |
$59.5K - $60.7K
|
31.9K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 0.78% |
$58.7K - $59.8K
|
145K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.11K- 5.01% |
$418K - $426K
|
154K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.7K- 4.2% |
$345K - $352K
|
153K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 57.12% |
$609K - $620K
|
8.86K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.34K- 11.46% |
$120K - $123K
|
18.1K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 17.5% |
$148K - $151K
|
19.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.23% |
$1.29K - $1.31K
|
11K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 5.46% |
$557K - $568K
|
187K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19.5KNew |
$1.01M - $1.03M
|
19.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
206K+ 15.53% |
$10.6M - $10.8M
|
1.53M
$80M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-43- 1.42% |
$2.22K - $2.26K
|
2.98K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
99+ 20.58% |
$5.1K - $5.2K
|
580
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
816K+ 13.28% |
$42.1M - $42.9M
|
6.96M
$364M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.04KNew |
$260K - $265K
|
5.04K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15MNew |
$59M - $60.2M
|
1.15M
$60M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.72K+ 7.96% |
$449K - $458K
|
118K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
56.8KNew |
$2.93M - $2.98M
|
56.8K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
69.8K+ 336.45% |
$3.6M - $3.67M
|
90.6K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.33K+ 43.92% |
$171K - $175K
|
10.9K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44.5K- 2.33% |
$2.29M - $2.34M
|
1.86M
$97.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.39K+ 8.35% |
$71.6K - $73K
|
18K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
494+ 1.57% |
$25.5K - $26K
|
31.9K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
121+ 0.72% |
$6.24K - $6.36K
|
16.9K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
631New |
$32.5K - $33.2K
|
631
$33K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18K+ 20.65% |
$927K - $945K
|
105K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1K- 2.92% |
$51.5K - $52.6K
|
33.2K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
627K+ 14.84% |
$32.3M - $33M
|
4.86M
$254M
|
|
|
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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.51K- 1.71% |
$284K - $290K
|
316K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71K+ 80.09% |
$87.9K - $89.7K
|
3.84K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-43- 0.03% |
$2.22K - $2.26K
|
129K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5K+ 10.67% |
$258K - $263K
|
51.9K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.55K- 3.15% |
$80K - $81.6K
|
47.8K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.58K- 1.23% |
$133K - $135K
|
207K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
63.9K+ 1201.09% |
$3.29M - $3.36M
|
69.2K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
376K+ 1.75% |
$19.4M - $19.8M
|
21.8M
$1.14B
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18.6K- 25.55% |
$960K - $979K
|
54.3K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$60.4K - $61.5K
|
1.17K
$61.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.1K- 69.65% |
$2.27M - $2.32M
|
19.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.16K- 40.0% |
$421K - $429K
|
12.2K
$641K
|