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 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.32K+ 1.56% |
$326K - $332K
|
413K
$21.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
21.9K+ 60.03% |
$1.13M - $1.15M
|
58.4K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-147- 0.96% |
$7.58K - $7.72K
|
15.1K
$783K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10K+ 23.51% |
$517K - $527K
|
52.7K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 14.88% |
$575K - $586K
|
63.8K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.21K- 14.0% |
$62.4K - $63.6K
|
7.44K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2KNew |
$103K - $105K
|
2K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41.4K+ 10.32% |
$2.13M - $2.17M
|
442K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.14K- 17.74% |
$58.5K - $59.6K
|
5.26K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
119KNew |
$6.12M - $6.24M
|
119K
$6.15M
|
|
|
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 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.34K- 6.22% |
$69.1K - $70.4K
|
20.2K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-679- 1.99% |
$35K - $35.7K
|
33.4K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.23KNew |
$270K - $275K
|
5.23K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-50- 1.28% |
$2.58K - $2.63K
|
3.87K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.02K- 6.56% |
$52.8K - $53.8K
|
14.6K
$756K
|
|
|
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
|