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 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
58.3KNew |
$3M - $3.06M
|
58.3K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16New |
$825 - $841
|
16
$837
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
490+ 3.15% |
$25.3K - $25.7K
|
16K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-14.4K- 1.71% |
$742K - $756K
|
829K
$43.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
215K+ 42.86% |
$11.1M - $11.3M
|
716K
$37.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.08K- 6.22% |
$210K - $214K
|
61.6K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.95K+ 91.17% |
$358K - $365K
|
14.6K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
500New |
$25.8K - $26.3K
|
500
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.4K- 36.0% |
$534K - $544K
|
18.4K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.13K- 2.33% |
$368K - $375K
|
298K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
170+ 2.19% |
$8.76K - $8.93K
|
7.94K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 25.56% |
$10.1M - $10.3M
|
964K
$50.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
47.9K+ 136.23% |
$2.47M - $2.51M
|
83K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 8.4% |
$1.15M - $1.18M
|
244K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.11K+ 11.38% |
$315K - $321K
|
59.8K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.45% |
$979 - $998
|
4.2K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
814KNew |
$42M - $42.8M
|
814K
$42.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
4.3KNew |
$221K - $226K
|
4.3K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.6K- 1.29% |
$134K - $137K
|
198K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.74K+ 96.5% |
$244K - $249K
|
9.65K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28.9K- 31.49% |
$1.49M - $1.52M
|
62.8K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-7.06K- 35.73% |
$364K - $371K
|
12.7K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.41K+ 1.99% |
$176K - $179K
|
175K
$9.14M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
27.2KNew |
$1.4M - $1.43M
|
27.2K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
560+ 1.91% |
$28.9K - $29.4K
|
29.9K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 1.53% |
$5.15K - $5.26K
|
6.43K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.2% |
$567 - $578
|
5.46K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.51% |
$1.39K - $1.42K
|
5.37K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 0.08% |
$10.3K - $10.5K
|
252K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$51.5 - $52.6
|
1
$52.3
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
476New |
$24.5K - $25K
|
476
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.6K+ 11.23% |
$134K - $137K
|
25.7K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-869- 1.27% |
$44.8K - $45.7K
|
67.3K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.41K+ 38.12% |
$227K - $232K
|
16K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-12K- 52.24% |
$619K - $631K
|
11K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 0.19% |
$53.9K - $54.9K
|
543K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.63K+ 2.03% |
$136K - $138K
|
133K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
205+ 1.01% |
$10.6K - $10.8K
|
20.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
40+ 0.53% |
$2.06K - $2.1K
|
7.53K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
423+ 7.6% |
$21.8K - $22.2K
|
5.99K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.6K- 94.02% |
$2.15M - $2.19M
|
2.65K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
226K+ 49.49% |
$11.6M - $11.9M
|
682K
$35.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.44K+ 15.39% |
$126K - $128K
|
18.3K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.9K+ 101.68% |
$2.88M - $2.94M
|
111K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-722- 5.86% |
$37.2K - $37.9K
|
11.6K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.27K+ 5.11% |
$169K - $172K
|
67.4K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.11K- 2.14% |
$418K - $426K
|
370K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-104- 0.92% |
$5.36K - $5.47K
|
11.3K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.6K- 6.91% |
$2.45M - $2.5M
|
641K
$33.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-62- 0.16% |
$3.2K - $3.26K
|
38.1K
$1.99M
|