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 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.3K- 60.34% |
$1.51M - $1.54M
|
19.2K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.24K+ 9.61% |
$218K - $223K
|
48.4K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
14.5KNew |
$745K - $760K
|
14.5K
$749K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
330New |
$17K - $17.3K
|
330
$17.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.11K+ 19.2% |
$108K - $111K
|
13.1K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
31.9K+ 10.69% |
$1.64M - $1.67M
|
330K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
350+ 4.37% |
$18K - $18.4K
|
8.35K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-507- 0.06% |
$26.1K - $26.6K
|
864K
$44.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.81K- 20.67% |
$248K - $253K
|
18.5K
$956K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-527- 10.78% |
$27.2K - $27.7K
|
4.36K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.99K+ 30.32% |
$257K - $262K
|
21.5K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
12.1K+ 14.11% |
$626K - $638K
|
98.1K
$5.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.59K- 3.91% |
$185K - $188K
|
88.2K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-100- 2.46% |
$5.15K - $5.26K
|
3.96K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
1.76K+ 3.4% |
$90.8K - $92.6K
|
53.6K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-150K- 37.86% |
$7.74M - $7.89M
|
246K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.2K- 41.36% |
$1.35M - $1.38M
|
37.1K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
7.53K+ 2.49% |
$388K - $395K
|
310K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
15New |
$773 - $788
|
15
$777
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-392- 4.16% |
$20.2K - $20.6K
|
9.03K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
421+ 1.82% |
$21.7K - $22.1K
|
23.5K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.11K- 0.81% |
$57.2K - $58.3K
|
136K
$7.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-950- 3.59% |
$49K - $49.9K
|
25.5K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92K- 15.42% |
$4.74M - $4.83M
|
505K
$26.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.71K- 0.81% |
$88K - $89.7K
|
210K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92K+ 14.64% |
$99.1K - $101K
|
15.1K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
816+ 0.89% |
$42.1K - $42.9K
|
92K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-182- 2.87% |
$9.38K - $9.56K
|
6.15K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
6.05K+ 1.27% |
$312K - $318K
|
482K
$25M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.31K+ 7.95% |
$171K - $174K
|
45K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 1.38% |
$10.3K - $10.5K
|
14.7K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.33K+ 81.29% |
$275K - $280K
|
11.9K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
290KNew |
$14.9M - $15.2M
|
290K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15K- 12.32% |
$773K - $788K
|
107K
$5.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
148+ 7.75% |
$7.63K - $7.78K
|
2.06K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.8K+ 33.51% |
$2.51M - $2.56M
|
194K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36.3K+ 5.42% |
$1.87M - $1.91M
|
705K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.56K+ 4.37% |
$132K - $135K
|
61.2K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
987+ 2.52% |
$50.9K - $51.9K
|
40.1K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.05% |
$1.03K - $1.05K
|
44.2K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.4K+ 1.87% |
$2.13M - $2.18M
|
2.25M
$117M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-40- 0.21% |
$2.06K - $2.1K
|
19K
$987K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
197+ 0.63% |
$10.2K - $10.4K
|
31.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
229+ 2.2% |
$11.8K - $12K
|
10.6K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.16% |
$96.1K - $98K
|
159K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.05K- 9.65% |
$209K - $213K
|
37.9K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
365+ 1140.63% |
$18.8K - $19.2K
|
397
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
298New |
$15.4K - $15.7K
|
298
$15.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$412 - $420
|
47.6K
$2.47M
|