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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.68K- 6.99% |
$292K - $298K
|
75.5K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.2K+ 5.7% |
$628K - $641K
|
226K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
10.2K+ 2.63% |
$524K - $534K
|
397K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.5K+ 18.08% |
$1.11M - $1.13M
|
140K
$7.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.56K- 10.19% |
$183K - $187K
|
31.3K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
43.2KNew |
$2.23M - $2.27M
|
43.2K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.28K- 4.83% |
$375K - $382K
|
143K
$7.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
138K+ 33.39% |
$7.11M - $7.25M
|
551K
$28.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78K+ 61.35% |
$298K - $304K
|
15.2K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 1.04% |
$4.54K - $4.62K
|
8.55K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.91KNew |
$202K - $206K
|
3.91K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.03% |
$412 - $420
|
27.9K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18+ 0.24% |
$928 - $946
|
7.41K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.91K+ 1.82% |
$150K - $153K
|
163K
$8.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-40- 0.86% |
$2.06K - $2.1K
|
4.6K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 3.35% |
$56K - $57.1K
|
31.3K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
92.5KNew |
$4.77M - $4.86M
|
92.5K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.9K- 59.44% |
$563K - $574K
|
7.45K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.02K- 9.28% |
$259K - $264K
|
49.1K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 6.5% |
$1.21M - $1.23M
|
383K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.89K+ 7.26% |
$252K - $257K
|
72.2K
$3.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.4K+ 1.45% |
$278K - $284K
|
378K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.83K+ 12.38% |
$146K - $149K
|
25.7K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
849+ 0.92% |
$43.8K - $44.6K
|
92.9K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.86% |
$62.9K - $64.1K
|
6.47K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.82K+ 6.32% |
$249K - $253K
|
81.2K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.1K+ 6.58% |
$2.01M - $2.05M
|
633K
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-598- 0.58% |
$30.8K - $31.4K
|
103K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.98K- 23.83% |
$102K - $104K
|
6.33K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
163+ 2.12% |
$8.4K - $8.57K
|
7.85K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
283New |
$14.6K - $14.9K
|
283
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14K- 3.58% |
$721K - $735K
|
376K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.95K+ 5.81% |
$152K - $155K
|
53.7K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-405- 1.18% |
$20.9K - $21.3K
|
33.8K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-130- 0.64% |
$6.7K - $6.83K
|
20.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-848- 1.14% |
$43.7K - $44.6K
|
73.7K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 2.74% |
$1.32M - $1.35M
|
909K
$47.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.02KNew |
$207K - $211K
|
4.02K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.65K+ 1.35% |
$188K - $192K
|
273K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
15.6K+ 38.38% |
$802K - $818K
|
56.1K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-244- 19.68% |
$12.6K - $12.8K
|
996
$51.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
20.2K+ 38.6% |
$1.04M - $1.06M
|
72.6K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.3K+ 5.15% |
$3.73M - $3.8M
|
1.48M
$76.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-41.8K- 27.35% |
$2.16M - $2.2M
|
111K
$5.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-173- 0.56% |
$8.92K - $9.09K
|
30.7K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 1.96% |
$16.6K - $16.9K
|
16.1K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
206+ 74.91% |
$10.6K - $10.8K
|
481
$24.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-39.2K- 19.2% |
$2.02M - $2.06M
|
165K
$8.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.88K+ 55.83% |
$148K - $151K
|
8.04K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
536+ 6.23% |
$27.6K - $28.2K
|
9.14K
$474K
|