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 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.2K- 7.04% |
$579K - $591K
|
148K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$997K - $1.02M
|
19.3K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.87K- 14.04% |
$199K - $203K
|
23.7K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.38KNew |
$277K - $283K
|
5.38K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.02K+ 5.69% |
$465K - $474K
|
167K
$8.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25K+ 377.09% |
$1.29M - $1.32M
|
31.7K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.7K+ 6.25% |
$4.88M - $4.98M
|
1.61M
$83.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 2.88% |
$90.5K - $92.3K
|
59.3K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-860- 9.22% |
$44.3K - $45.2K
|
8.47K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.53% |
$57.9K - $59.1K
|
74.5K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
57.6KNew |
$2.97M - $3.03M
|
57.6K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 14.52% |
$84.8K - $86.4K
|
13K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
633New |
$32.6K - $33.3K
|
633
$32.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.49K+ 2.08% |
$231K - $236K
|
221K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
9.1K+ 13.17% |
$469K - $478K
|
78.2K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-5.38K- 6.78% |
$277K - $282K
|
73.9K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.7K- 4.59% |
$345K - $352K
|
139K
$7.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.1K+ 7.73% |
$1.19M - $1.22M
|
322K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.42K- 8.87% |
$73.2K - $74.6K
|
14.6K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.01K+ 1.15% |
$155K - $158K
|
264K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
43.9KNew |
$2.26M - $2.3M
|
43.9K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.28M- 9.73% |
$118M - $120M
|
21.2M
$1.1B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
172+ 2.83% |
$8.86K - $9.04K
|
6.24K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.55% |
$3.61K - $3.68K
|
12.6K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-545- 7.64% |
$28.1K - $28.6K
|
6.58K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-310- 2.77% |
$16K - $16.3K
|
10.9K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.41K+ 0.37% |
$72.5K - $73.9K
|
379K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
45.8K+ 3.07% |
$2.36M - $2.41M
|
1.54M
$79.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.74K- 29.66% |
$141K - $144K
|
6.49K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.61K- 0.73% |
$238K - $242K
|
630K
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
228K+ 15.16% |
$11.7M - $12M
|
1.73M
$89.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-90.6K- 67.7% |
$4.67M - $4.76M
|
43.2K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.36K- 1.64% |
$225K - $229K
|
261K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 0.7% |
$5.15K - $5.26K
|
14.4K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
298+ 0.56% |
$15.4K - $15.7K
|
53.3K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.7K+ 1.85% |
$1.12M - $1.14M
|
1.2M
$62.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
947+ 24.61% |
$48.8K - $49.8K
|
4.8K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
10KNew |
$515K - $526K
|
10K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.71MNew |
$140M - $143M
|
2.71M
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.56% |
$51.5 - $52.6
|
40
$2.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68KNew |
$86.3K - $88K
|
1.68K
$86.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-726- 2.66% |
$37.4K - $38.2K
|
26.6K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.92K- 3.69% |
$151K - $153K
|
76.2K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
18.1K+ 1.32% |
$931K - $949K
|
1.38M
$71.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.05K- 2.03% |
$54.1K - $55.2K
|
50.8K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.7K- 59.12% |
$655K - $668K
|
8.79K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.71KNew |
$294K - $300K
|
5.71K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-85K- 62.56% |
$4.38M - $4.47M
|
50.9K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.35K- 0.4% |
$69.7K - $71K
|
337K
$17.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
810+ 7.13% |
$41.7K - $42.6K
|
12.2K
$631K
|