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 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.6K+ 16.91% |
$1.73M - $1.77M
|
232K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.36K+ 17.42% |
$328K - $334K
|
42.9K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-74- 0.79% |
$3.81K - $3.89K
|
9.26K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
476+ 0.32% |
$24.5K - $25K
|
148K
$7.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.65K- 18.09% |
$446K - $454K
|
39.1K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
500+ 6.98% |
$25.8K - $26.3K
|
7.66K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.07% |
$103 - $105
|
2.69K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$233K - $238K
|
4.52K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 0.06% |
$258 - $263
|
8.2K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-12.3K- 38.61% |
$634K - $646K
|
19.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.8K- 10.14% |
$1.54M - $1.57M
|
264K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.92K+ 22.43% |
$408K - $416K
|
43.2K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 17.26% |
$60.9K - $62.1K
|
8.02K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-20.7K- 14.1% |
$1.07M - $1.09M
|
126K
$6.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
150KNew |
$7.73M - $7.88M
|
150K
$7.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 5.13% |
$10.1M - $10.3M
|
4.01M
$210M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.98K- 49.37% |
$360K - $367K
|
7.16K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-426K- 8.38% |
$21.9M - $22.4M
|
4.65M
$243M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175+ 18.04% |
$9.02K - $9.2K
|
1.15K
$59.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
240KNew |
$12.4M - $12.6M
|
240K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
606+ 1.52% |
$31.2K - $31.8K
|
40.5K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.32K+ 1.56% |
$326K - $332K
|
413K
$21.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
21.9K+ 60.03% |
$1.13M - $1.15M
|
58.4K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-147- 0.96% |
$7.58K - $7.72K
|
15.1K
$790K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10K+ 23.51% |
$517K - $527K
|
52.7K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 14.88% |
$575K - $586K
|
63.8K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.21K- 14.0% |
$62.4K - $63.6K
|
7.44K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2KNew |
$103K - $105K
|
2K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41.4K+ 10.32% |
$2.13M - $2.17M
|
442K
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.14K- 17.74% |
$58.5K - $59.6K
|
5.26K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
119KNew |
$6.12M - $6.24M
|
119K
$6.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32K+ 3.91% |
$1.65M - $1.68M
|
850K
$44.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
15.5K+ 6.24% |
$801K - $817K
|
265K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.3K- 39.63% |
$67K - $68.3K
|
1.98K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.09K+ 21.15% |
$417K - $425K
|
46.3K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 0.16% |
$1.65K - $1.68K
|
19.9K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-471K- 5.24% |
$24.3M - $24.7M
|
8.51M
$445M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.9K- 41.06% |
$1.64M - $1.68M
|
45.8K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-44.5K- 21.58% |
$2.29M - $2.34M
|
162K
$8.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.1K+ 2.98% |
$2.84M - $2.89M
|
1.9M
$99.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.71K+ 29.98% |
$243K - $248K
|
20.4K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-626- 16.46% |
$32.3K - $32.9K
|
3.18K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.7KNew |
$1.99M - $2.03M
|
38.7K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
67+ 1.4% |
$3.45K - $3.52K
|
4.85K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.45K- 5.49% |
$74.6K - $76.1K
|
24.9K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
66.7K+ 3.45% |
$3.44M - $3.5M
|
2M
$105M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.97K- 14.48% |
$514K - $524K
|
58.9K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.81K- 1.48% |
$402K - $410K
|
520K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-4.36K- 3.67% |
$225K - $229K
|
115K
$6M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-500- 2.69% |
$25.8K - $26.3K
|
18.1K
$948K
|