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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.1K- 21.24% |
$55.5K - $56.2K
|
4.06K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-785- 38.67% |
$39.8K - $40.3K
|
1.25K
$65.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.5K- 25.57% |
$76K - $77K
|
4.37K
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
354New |
$17.9K - $18.2K
|
354
$18.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64.3K+ 1075.54% |
$3.26M - $3.3M
|
70.3K
$3.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-1.34K- 22.17% |
$67.8K - $68.7K
|
4.7K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-725- 61.7% |
$36.7K - $37.2K
|
450
$23.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-52- 85.25% |
$2.63K - $2.67K
|
9
$473
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-641- 57.03% |
$32.5K - $32.9K
|
483
$25.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
152New |
$7.7K - $7.8K
|
152
$7.98K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53- 0.53% |
$2.68K - $2.72K
|
9.92K
$521K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
47+ 0.21% |
$2.38K - $2.41K
|
22.2K
$1.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-424- 82.65% |
$21.5K - $21.8K
|
89
$4.67K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-75- 5.76% |
$3.82K - $3.86K
|
1.23K
$64.4K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6+ 0.71% |
$306 - $309
|
846
$44.4K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-525- 99.24% |
$26.7K - $27K
|
4
$210
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20- 0.03% |
$1.02K - $1.03K
|
76.7K
$4.03M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
106New |
$5.4K - $5.46K
|
106
$5.57K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-83Closed |
$4.23K - $4.27K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$4.69K - $4.74K
|
92
$4.83K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-392- 7.34% |
$20K - $20.2K
|
4.95K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-370- 28.64% |
$18.9K - $19K
|
922
$48.4K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.42K+ 6.33% |
$72.2K - $72.9K
|
23.8K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.32K- 43.33% |
$220K - $223K
|
5.66K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-562- 2.74% |
$28.6K - $28.9K
|
19.9K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100K+ 50.0% |
$5.1M - $5.15M
|
300K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
116KNew |
$5.89M - $5.95M
|
116K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49New |
$2.5K - $2.52K
|
49
$2.57K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.5K+ 19.05% |
$1.66M - $1.68M
|
203K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
103K+ 77.47% |
$5.23M - $5.29M
|
235K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.5K- 55.52% |
$127K - $128K
|
2K
$105K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
712New |
$36.3K - $36.7K
|
712
$37.4K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.96K- 1.79% |
$507K - $513K
|
546K
$28.7M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-15.7K- 14.46% |
$799K - $807K
|
92.8K
$4.87M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-699- 82.43% |
$35.6K - $36K
|
149
$7.82K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.62KNew |
$235K - $238K
|
4.62K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17+ 0.39% |
$866 - $875
|
4.36K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
352+ 7.0% |
$17.9K - $18.1K
|
5.38K
$282K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.75K+ 109.59% |
$446K - $451K
|
16.7K
$879K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
210+ 41.83% |
$10.7K - $10.8K
|
712
$37.4K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.32% |
$5.1K - $5.15K
|
4.21K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.25K- 11.69% |
$115K - $116K
|
17K
$893K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.51% |
$51 - $51.5
|
196
$10.3K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.4K+ 93.55% |
$684K - $691K
|
27.8K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.11KNew |
$260K - $263K
|
5.11K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57New |
$2.9K - $2.93K
|
57
$2.99K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
41K+ 57.48% |
$2.09M - $2.11M
|
112K
$5.91M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.98KNew |
$203K - $205K
|
3.98K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-941- 13.14% |
$47.9K - $48.4K
|
6.22K
$327K
|
|