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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-415- 12.5% |
$21.7K - $22K
|
2.91K
$153K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-979- 6.07% |
$51.3K - $52K
|
15.1K
$800K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-640- 3.42% |
$33.5K - $34K
|
18.1K
$956K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
682+ 5.39% |
$35.7K - $36.2K
|
13.3K
$704K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.05K- 18.99% |
$54.7K - $55.5K
|
4.46K
$235K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 1.7% |
$11.5K - $11.7K
|
12.7K
$670K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
105+ 0.93% |
$5.5K - $5.58K
|
11.3K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
104+ 1.54% |
$5.45K - $5.52K
|
6.85K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.95K+ 53.38% |
$102K - $104K
|
5.6K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5- 0.03% |
$262 - $266
|
19K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
150+ 0.04% |
$7.86K - $7.97K
|
349K
$18.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.88K- 3.2% |
$98.3K - $99.6K
|
56.8K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-373- 63.33% |
$19.5K - $19.8K
|
216
$11.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.9KNew |
$257K - $260K
|
4.9K
$259K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
725+ 1.28% |
$38K - $38.5K
|
57.3K
$3.03M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.68K- 1.83% |
$193K - $195K
|
197K
$10.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.06K+ 8.88% |
$213K - $216K
|
49.8K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.3K- 76.58% |
$957K - $971K
|
5.59K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.15KNew |
$270K - $273K
|
5.15K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.16KNew |
$323K - $327K
|
6.16K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.05K+ 20.63% |
$265K - $268K
|
29.5K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-360- 5.69% |
$18.9K - $19.1K
|
5.96K
$315K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.37K- 5.66% |
$124K - $126K
|
39.5K
$2.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.3% |
$105 - $106
|
156
$8.24K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.69K+ 3.43% |
$455K - $462K
|
262K
$13.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
4.92K+ 2.29% |
$258K - $261K
|
220K
$11.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.72K- 1.13% |
$195K - $198K
|
325K
$17.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.55K- 3.92% |
$81.3K - $82.4K
|
38.1K
$2.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.12K+ 3.55% |
$58.6K - $59.4K
|
32.6K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-625- 5.08% |
$32.7K - $33.2K
|
11.7K
$617K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
14+ 0.07% |
$733 - $744
|
21.2K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 11.48% |
$632K - $641K
|
117K
$6.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13.7K+ 122.69% |
$716K - $726K
|
24.8K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.81K+ 24.39% |
$462K - $468K
|
44.9K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
476+ 12.34% |
$24.9K - $25.3K
|
4.33K
$229K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$79.9K - $81K
|
1.53K
$80.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
167+ 0.03% |
$8.75K - $8.87K
|
617K
$32.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
216+ 0.8% |
$11.3K - $11.5K
|
27.2K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-544- 3.85% |
$28.5K - $28.9K
|
13.6K
$718K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9.07K- 7.81% |
$475K - $482K
|
107K
$5.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 1.63% |
$61.9K - $62.7K
|
73.4K
$3.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 1.85% |
$5.08K - $5.15K
|
5.33K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-5.11K- 9.6% |
$268K - $271K
|
48.1K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-490K- 43.73% |
$25.7M - $26M
|
630K
$33.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2M+ 41.03% |
$105M - $106M
|
6.86M
$363M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.81K+ 23.33% |
$147K - $149K
|
14.9K
$785K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.2K- 4.17% |
$62.9K - $63.7K
|
27.6K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 0.08% |
$1.47K - $1.49K
|
36.6K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
32.8K+ 137.11% |
$1.72M - $1.74M
|
56.7K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
733New |
$38.4K - $38.9K
|
733
$38.7K
|
|