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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-24.3K- 19.73% |
$1.25M - $1.27M
|
98.7K
$5.16M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-280- 1.89% |
$14.4K - $14.7K
|
14.5K
$759K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 0.44% |
$51.5 - $52.4
|
228
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
168K+ 68.96% |
$8.67M - $8.82M
|
412K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.38K+ 18.8% |
$329K - $334K
|
40.3K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.23K- 4.2% |
$63.3K - $64.3K
|
28K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-790- 11.04% |
$40.7K - $41.4K
|
6.37K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-299K- 59.3% |
$15.4M - $15.7M
|
205K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.55K- 1.79% |
$286K - $290K
|
305K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-52.2K- 45.58% |
$2.69M - $2.74M
|
62.4K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-417- 1.66% |
$21.5K - $21.8K
|
24.7K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.65K- 8.32% |
$137K - $139K
|
29.2K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-772- 2.66% |
$39.8K - $40.4K
|
28.2K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
156K+ 21.52% |
$8.06M - $8.19M
|
883K
$46.2M
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-304- 3.15% |
$15.7K - $15.9K
|
9.35K
$489K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.6K+ 26.26% |
$1.01M - $1.03M
|
94.1K
$4.92M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.64K- 25.81% |
$342K - $348K
|
19.1K
$999K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325K+ 39.16% |
$16.8M - $17M
|
1.16M
$60.5M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
216+ 3.55% |
$11.1K - $11.3K
|
6.3K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.1K- 44.22% |
$985K - $1M
|
24.1K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-465K- 26.84% |
$23.9M - $24.3M
|
1.27M
$66.2M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-881- 10.78% |
$45.4K - $46.1K
|
7.29K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.65KNew |
$291K - $296K
|
5.65K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.77K- 9.18% |
$91K - $92.5K
|
17.5K
$914K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.83K- 6.58% |
$403K - $410K
|
111K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-61- 0.12% |
$3.14K - $3.19K
|
50.7K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
29.1KNew |
$1.5M - $1.52M
|
29.1K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4K- 50.0% |
$206K - $209K
|
4K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
21.8K+ 448.97% |
$1.12M - $1.14M
|
26.6K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.98K+ 44.7% |
$514K - $523K
|
32.3K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.61K+ 2.1% |
$186K - $189K
|
176K
$9.18M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.6K- 68.28% |
$1.52M - $1.55M
|
13.7K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-200- 4.91% |
$10.3K - $10.5K
|
3.87K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-6.76K- 36.28% |
$348K - $354K
|
11.9K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32.2K+ 11.87% |
$1.66M - $1.68M
|
303K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
4.29KNew |
$221K - $224K
|
4.29K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.28K- 76.12% |
$65.7K - $66.8K
|
400
$20.9K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-179- 0.7% |
$9.22K - $9.37K
|
25.3K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.43KNew |
$280K - $284K
|
5.43K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
643+ 2.79% |
$33.1K - $33.7K
|
23.7K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-612- 5.26% |
$31.5K - $32.1K
|
11K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-6.26K- 3.74% |
$323K - $328K
|
161K
$8.43M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
52.7K+ 11.49% |
$2.72M - $2.76M
|
512K
$26.8M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2+ 0.03% |
$103 - $105
|
6.51K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
80.1K+ 7.71% |
$4.13M - $4.2M
|
1.12M
$58.6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.59K- 7.2% |
$237K - $240K
|
59.2K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-310- 4.17% |
$16K - $16.2K
|
7.13K
$373K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11.9K- 25.8% |
$612K - $622K
|
34.1K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.3KNew |
$1.25M - $1.27M
|
24.3K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.77K+ 3.35% |
$143K - $145K
|
85.3K
$4.46M
|