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 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-471- 3.35% |
$24.7K - $25K
|
13.6K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-128- 0.86% |
$6.71K - $6.8K
|
14.7K
$778K
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-30- 0.27% |
$1.57K - $1.59K
|
11K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-5.11K- 2.96% |
$268K - $272K
|
168K
$8.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
46.5K+ 33.0% |
$2.44M - $2.47M
|
187K
$9.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.59K+ 3.36% |
$241K - $244K
|
141K
$7.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.15K - $1.17K
|
22
$1.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-49- 2.29% |
$2.57K - $2.6K
|
2.09K
$110K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-383- 1.0% |
$20.1K - $20.3K
|
37.9K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 0.48% |
$995 - $1.01K
|
3.98K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-235- 1.88% |
$12.3K - $12.5K
|
12.2K
$646K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
302+ 7.32% |
$15.8K - $16K
|
4.43K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
39+ 0.56% |
$2.04K - $2.07K
|
6.99K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.16K- 5.88% |
$60.7K - $61.6K
|
18.6K
$980K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-43K- 6.52% |
$2.25M - $2.29M
|
617K
$32.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.35K+ 3.1% |
$175K - $178K
|
111K
$5.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.16K- 14.94% |
$60.8K - $61.6K
|
6.6K
$349K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
533+ 0.15% |
$27.9K - $28.3K
|
363K
$19.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
61.3K+ 7.59% |
$3.21M - $3.26M
|
870K
$45.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.16K- 17.23% |
$60.9K - $61.8K
|
5.59K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
312+ 0.44% |
$16.3K - $16.6K
|
70.8K
$3.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.88K- 48.71% |
$98.2K - $99.6K
|
1.97K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.47K+ 8.03% |
$129K - $131K
|
33.2K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.5K+ 355.94% |
$1.08M - $1.09M
|
26.3K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.2K+ 14.03% |
$534K - $542K
|
82.9K
$4.38M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-2.87K- 26.99% |
$150K - $152K
|
7.76K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-143- 0.95% |
$7.49K - $7.59K
|
14.9K
$789K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.49K+ 9.46% |
$288K - $292K
|
63.6K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
388New |
$20.3K - $20.6K
|
388
$20.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.57KNew |
$397K - $402K
|
7.57K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 22.52% |
$125K - $127K
|
13K
$687K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.08K+ 40.35% |
$213K - $216K
|
14.2K
$749K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17K+ 7.49% |
$889K - $901K
|
244K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-281- 1.92% |
$14.7K - $14.9K
|
14.3K
$757K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
462K+ 1221.88% |
$24.2M - $24.5M
|
499K
$26.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.89% |
$2.46K - $2.5K
|
5.26K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
173+ 3.7% |
$9.06K - $9.19K
|
4.85K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-283- 1.3% |
$14.8K - $15K
|
21.5K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
135+ 0.92% |
$7.07K - $7.17K
|
14.7K
$778K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.08KNew |
$109K - $110K
|
2.08K
$110K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
48.2KNew |
$2.53M - $2.56M
|
48.2K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
277+ 2.64% |
$14.5K - $14.7K
|
10.8K
$570K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
254+ 1.13% |
$13.3K - $13.5K
|
22.7K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
7.24KNew |
$379K - $385K
|
7.24K
$382K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
22.2KNew |
$1.16M - $1.18M
|
22.2K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.08% |
$2.04K - $2.07K
|
47.1K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-341- 1.75% |
$17.9K - $18.1K
|
19.2K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-13.3K- 76.44% |
$696K - $706K
|
4.1K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-337- 6.7% |
$17.7K - $17.9K
|
4.69K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 5.73% |
$13.1K - $13.3K
|
4.61K
$244K
|
|