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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
60+ 0.29% |
$3.09K - $3.14K
|
20.8K
$1.09M
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-47.9K- 32.4% |
$2.47M - $2.51M
|
100K
$5.25M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.1K- 29.03% |
$211K - $215K
|
10K
$526K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.05K- 1.57% |
$260K - $264K
|
317K
$16.7M
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-55- 0.29% |
$2.83K - $2.88K
|
19K
$997K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
190+ 2.05% |
$9.79K - $9.95K
|
9.45K
$496K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52.1K- 8.13% |
$2.69M - $2.73M
|
589K
$30.9M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 21.12% |
$210K - $213K
|
23.4K
$1.23M
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
462+ 1.34% |
$23.8K - $24.2K
|
35K
$1.84M
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-134K- 50.65% |
$6.88M - $6.99M
|
130K
$6.83M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
321K+ 11.85% |
$16.6M - $16.8M
|
3.03M
$159M
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 3.39% |
$90.9K - $92.4K
|
50.3K
$2.64M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.31K+ 2.73% |
$222K - $226K
|
163K
$8.54M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-326K- 6.71% |
$16.8M - $17.1M
|
4.53M
$238M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.04KNew |
$208K - $212K
|
4.04K
$212K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
483K+ 2.21% |
$24.9M - $25.3M
|
22.3M
$1.17B
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-62- 1.48% |
$3.19K - $3.25K
|
4.14K
$217K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
249KNew |
$12.9M - $13.1M
|
249K
$13.1M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
400+ 12.32% |
$20.6K - $20.9K
|
3.65K
$192K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.8K- 1.23% |
$761K - $774K
|
1.18M
$62.1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400K- 12.15% |
$20.6M - $21M
|
2.89M
$152M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-826- 27.72% |
$42.6K - $43.3K
|
2.15K
$113K
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
106K+ 84.25% |
$5.48M - $5.57M
|
232K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.29K- 1.31% |
$170K - $172K
|
247K
$13M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11.8K- 20.1% |
$610K - $620K
|
47.1K
$2.47M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.4KNew |
$433K - $440K
|
8.4K
$441K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-354- 23.03% |
$18.2K - $18.5K
|
1.18K
$62.1K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.14K+ 11.99% |
$265K - $269K
|
48K
$2.52M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
120New |
$6.18K - $6.28K
|
120
$6.3K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-123- 0.81% |
$6.34K - $6.44K
|
15.1K
$793K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.8K- 15.33% |
$144K - $147K
|
15.5K
$813K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-351K- 11.09% |
$18.1M - $18.4M
|
2.81M
$148M
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
68.7K+ 121.0% |
$3.54M - $3.6M
|
125K
$6.59M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15.8K+ 11.91% |
$814K - $827K
|
148K
$7.79M
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2.24K- 1.64% |
$115K - $117K
|
134K
$7.02M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-955- 4.04% |
$49.2K - $50K
|
22.7K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.7KNew |
$604K - $614K
|
11.7K
$615K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-373K- 90.56% |
$19.2M - $19.5M
|
38.9K
$2.04M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
392+ 8.36% |
$20.2K - $20.5K
|
5.08K
$267K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 0.4% |
$1.55K - $1.57K
|
7.56K
$397K
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.6K+ 5.55% |
$82.2K - $83.5K
|
30.3K
$1.59M
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
194+ 0.45% |
$9.99K - $10.2K
|
43.5K
$2.28M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-190- 0.64% |
$9.79K - $9.95K
|
29.3K
$1.54M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-399- 0.65% |
$20.6K - $20.9K
|
61.2K
$3.21M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.4K- 50.77% |
$381K - $388K
|
7.18K
$377K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
150+ 2.28% |
$7.73K - $7.86K
|
6.73K
$354K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-14.8K- 76.3% |
$760K - $773K
|
4.58K
$241K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.05K+ 5.77% |
$415K - $422K
|
147K
$7.74M
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.84K- 11.25% |
$301K - $306K
|
46K
$2.42M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-150- 0.55% |
$7.73K - $7.86K
|
27.4K
$1.44M
|