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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
134K+ 9.09% |
$7.02M - $7.11M
|
1.61M
$84.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.02K+ 16.93% |
$53.5K - $54.3K
|
7.06K
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-189- 1.36% |
$9.9K - $10K
|
13.7K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.53K+ 1.55% |
$395K - $400K
|
493K
$26M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.85K+ 6.28% |
$149K - $151K
|
48.3K
$2.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.69KNew |
$246K - $249K
|
4.69K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 3.11% |
$77.3K - $78.3K
|
48.9K
$2.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-394- 1.64% |
$20.6K - $20.9K
|
23.6K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.5K- 2.39% |
$970K - $983K
|
756K
$39.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.88% |
$52.4 - $53.1
|
115
$6.07K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.08KNew |
$214K - $217K
|
4.08K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.9KNew |
$1.09M - $1.11M
|
20.9K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6+ 0.22% |
$314 - $319
|
2.69K
$142K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.74K- 8.8% |
$405K - $411K
|
80.2K
$4.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-49.2K- 25.39% |
$2.58M - $2.61M
|
145K
$7.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-594- 0.24% |
$31.1K - $31.5K
|
248K
$13.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.05% |
$2.1K - $2.12K
|
82.5K
$4.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.26K- 17.01% |
$119K - $120K
|
11K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-351- 94.61% |
$18.4K - $18.6K
|
20
$1.06K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 3.23% |
$846K - $857K
|
516K
$27.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.2K+ 6.87% |
$272K - $276K
|
80.8K
$4.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
950+ 6.61% |
$49.8K - $50.5K
|
15.3K
$809K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$1.41M - $1.43M
|
27K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
939+ 3.17% |
$49.2K - $49.9K
|
30.5K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.5K+ 5.79% |
$865K - $877K
|
302K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-99- 0.57% |
$5.19K - $5.26K
|
17.2K
$908K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-43K- 5.26% |
$2.25M - $2.28M
|
774K
$40.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-500- 6.55% |
$26.2K - $26.6K
|
7.14K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 1.73% |
$616K - $625K
|
692K
$36.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10.4K+ 6.87% |
$544K - $551K
|
161K
$8.52M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
975+ 18.16% |
$51.1K - $51.8K
|
6.35K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14.3K+ 1.85% |
$750K - $761K
|
788K
$41.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11.3K- 25.38% |
$590K - $598K
|
33.1K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-848- 13.12% |
$44.4K - $45K
|
5.61K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
85+ 1.1% |
$4.45K - $4.51K
|
7.8K
$412K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 17.11% |
$113K - $115K
|
10.4K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
65+ 0.63% |
$3.41K - $3.45K
|
10.5K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13New |
$681 - $690
|
13
$687
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
113K+ 18.76% |
$5.94M - $6.02M
|
718K
$37.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.59K+ 34.91% |
$503K - $509K
|
37.1K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.02K+ 9.65% |
$211K - $214K
|
45.7K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$52.4 - $53.1
|
7.71K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
167+ 2.67% |
$8.75K - $8.87K
|
6.43K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-569- 2.09% |
$29.8K - $30.2K
|
26.7K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.89K+ 3.52% |
$99K - $100K
|
55.5K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-17.5K- 48.31% |
$916K - $929K
|
18.7K
$988K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-9.5K- 1.45% |
$497K - $504K
|
647K
$34.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.62K- 3.58% |
$399K - $404K
|
205K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 19.98% |
$107K - $108K
|
12.2K
$645K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.65K- 4.31% |
$401K - $406K
|
170K
$8.96M
|
|