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 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$515 - $526
|
11
$570
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.1K- 44.82% |
$211K - $215K
|
5.05K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 5.44% |
$7.98M - $8.13M
|
3M
$155M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.02% |
$155 - $158
|
12.2K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60.3K+ 79.48% |
$3.11M - $3.17M
|
136K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.6K- 22.82% |
$2.04M - $2.08M
|
134K
$6.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
3.94KNew |
$203K - $207K
|
3.94K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
13.8KNew |
$710K - $724K
|
13.8K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-117K- 53.79% |
$6.03M - $6.15M
|
100K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
107+ 1.9% |
$5.51K - $5.62K
|
5.75K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.69% |
$51.5 - $52.6
|
60
$3.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$515 - $526
|
8.18K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-723- 2.63% |
$37.3K - $38K
|
26.8K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
202New |
$10.4K - $10.6K
|
202
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-563- 3.65% |
$29K - $29.6K
|
14.9K
$771K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.72K+ 3.35% |
$243K - $248K
|
146K
$7.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.2K- 6.29% |
$1.71M - $1.75M
|
495K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.84KNew |
$353K - $360K
|
6.84K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56New |
$2.89K - $2.94K
|
56
$2.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
400+ 2.83% |
$20.6K - $21K
|
14.5K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.74K+ 1.75% |
$193K - $197K
|
218K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Arch Capital Group Ltd.
|
SELL
|
- |
-1.7M- 78.38% |
$87.7M - $89.4M
|
469K
$24.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-9.83K- 9.25% |
$507K - $517K
|
96.5K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40.1K+ 3.89% |
$2.07M - $2.11M
|
1.07M
$55.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
831+ 1.41% |
$42.8K - $43.7K
|
59.8K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-11.8K- 18.32% |
$611K - $623K
|
52.8K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
377+ 1.45% |
$19.4K - $19.8K
|
26.4K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
837+ 49.24% |
$43.1K - $44K
|
2.54K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6.06K- 2.21% |
$312K - $319K
|
268K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68New |
$3.5K - $3.57K
|
68
$3.52K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38.2K+ 6.12% |
$1.97M - $2.01M
|
663K
$34.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.34K- 7.23% |
$69.1K - $70.5K
|
17.2K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145K- 3.49% |
$7.5M - $7.64M
|
4.02M
$208M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
82+ 5.76% |
$4.23K - $4.31K
|
1.51K
$78K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.25K- 1.86% |
$219K - $223K
|
224K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$51.5 - $52.6
|
5.88K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-102- 1.65% |
$5.26K - $5.36K
|
6.08K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.88KNew |
$406K - $414K
|
7.88K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.23K+ 10.14% |
$218K - $222K
|
46K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.41% |
$3.35K - $3.42K
|
4.69K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25.5KNew |
$1.31M - $1.34M
|
25.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 42.13% |
$11.7M - $12M
|
769K
$39.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.46K- 16.37% |
$75.2K - $76.7K
|
7.46K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.23K+ 25.41% |
$269K - $275K
|
25.8K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$2.01M - $2.05M
|
39.1K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1K+ 48.81% |
$519K - $529K
|
30.7K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-531- 0.2% |
$27.4K - $27.9K
|
260K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
606+ 4.27% |
$31.2K - $31.8K
|
14.8K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-49- 0.69% |
$2.53K - $2.57K
|
7.05K
$365K
|