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 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
40.2K+ 36.2% |
$2.07M - $2.11M
|
151K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-635- 8.89% |
$32.7K - $33.4K
|
6.51K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29- 1.68% |
$1.49K - $1.52K
|
1.7K
$88.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.3K+ 3.14% |
$325K - $331K
|
207K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
218K+ 7.4% |
$11.2M - $11.5M
|
3.16M
$165M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.4K+ 20.66% |
$692K - $705K
|
78.4K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.1K+ 8.22% |
$935K - $953K
|
239K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 1.15% |
$54.2K - $55.3K
|
92.3K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.19K+ 0.77% |
$61.5K - $62.7K
|
155K
$8.12M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-178K- 40.44% |
$9.16M - $9.34M
|
262K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
783K+ 23.48% |
$40.3M - $41.1M
|
4.12M
$215M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 15.63% |
$1.76M - $1.8M
|
253K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.22K- 36.77% |
$423K - $432K
|
14.1K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
450+ 9.47% |
$23.2K - $23.6K
|
5.2K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-6.29K- 54.89% |
$324K - $331K
|
5.17K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.19K- 14.33% |
$61.1K - $62.3K
|
7.09K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
41.4K+ 19.81% |
$2.14M - $2.18M
|
251K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 19.46% |
$102K - $104K
|
8.2K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.1K+ 5.3% |
$108K - $110K
|
41.8K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
47.7K+ 22.46% |
$2.46M - $2.51M
|
260K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
266New |
$13.7K - $14K
|
266
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
61+ 0.87% |
$3.14K - $3.21K
|
7.1K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76.2K+ 8.1% |
$3.93M - $4.01M
|
1.02M
$53.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
4.53K+ 89.92% |
$234K - $238K
|
9.57K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.9K- 4.58% |
$304K - $310K
|
123K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
64.4K+ 9.69% |
$3.32M - $3.39M
|
729K
$38.1M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.02K+ 3.07% |
$362K - $369K
|
236K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20.4K- 35.33% |
$1.05M - $1.07M
|
37.4K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.6K+ 16.91% |
$1.73M - $1.77M
|
232K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.36K+ 17.42% |
$328K - $334K
|
42.9K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-74- 0.79% |
$3.81K - $3.89K
|
9.26K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
476+ 0.32% |
$24.5K - $25K
|
148K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.65K- 18.09% |
$446K - $454K
|
39.1K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
500+ 6.98% |
$25.8K - $26.3K
|
7.66K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.07% |
$103 - $105
|
2.69K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$233K - $238K
|
4.52K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 0.06% |
$258 - $263
|
8.2K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-12.3K- 38.61% |
$634K - $646K
|
19.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.8K- 10.14% |
$1.54M - $1.57M
|
264K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.92K+ 22.43% |
$408K - $416K
|
43.2K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 17.26% |
$60.9K - $62.1K
|
8.02K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-20.7K- 14.1% |
$1.07M - $1.09M
|
126K
$6.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
150KNew |
$7.73M - $7.88M
|
150K
$7.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 5.13% |
$10.1M - $10.3M
|
4.01M
$209M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.98K- 49.37% |
$360K - $367K
|
7.16K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-426K- 8.38% |
$21.9M - $22.4M
|
4.65M
$243M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175+ 18.04% |
$9.02K - $9.2K
|
1.15K
$59.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
240KNew |
$12.4M - $12.6M
|
240K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
606+ 1.52% |
$31.2K - $31.8K
|
40.5K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.32K+ 1.56% |
$326K - $332K
|
413K
$21.6M
|