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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30.8K+ 16.26% |
$1.61M - $1.63M
|
220K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
12.1K+ 56.37% |
$633K - $642K
|
33.5K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.9K- 0.22% |
$204K - $207K
|
1.79M
$94.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.3M- 48.57% |
$538M - $545M
|
10.9M
$574M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-10.5K- 20.28% |
$549K - $556K
|
41.2K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-512- 2.67% |
$26.8K - $27.2K
|
18.7K
$988K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
473+ 0.96% |
$24.8K - $25.1K
|
49.9K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
72+ 0.29% |
$3.77K - $3.82K
|
25K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
38.3K+ 25.55% |
$2.01M - $2.04M
|
188K
$9.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 0.84% |
$5.24K - $5.31K
|
11.9K
$631K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1K+ 47.47% |
$895K - $908K
|
53.1K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.17K- 55.43% |
$218K - $221K
|
3.35K
$177K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
26.6K+ 99.74% |
$1.39M - $1.41M
|
53.2K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 148.67% |
$540K - $547K
|
17.2K
$911K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12.4K+ 5.43% |
$652K - $661K
|
242K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-155- 4.38% |
$8.12K - $8.23K
|
3.38K
$179K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.33K- 17.36% |
$69.6K - $70.5K
|
6.32K
$334K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
270K+ 22.72% |
$14.2M - $14.4M
|
1.46M
$77.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
54.3K+ 32.2% |
$2.84M - $2.88M
|
223K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-695- 2.03% |
$36.4K - $36.9K
|
33.6K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-617- 8.03% |
$32.3K - $32.8K
|
7.07K
$373K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
57.4K+ 8.35% |
$3.01M - $3.05M
|
745K
$39.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
344+ 5.88% |
$18K - $18.3K
|
6.2K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-47- 2.22% |
$2.46K - $2.5K
|
2.07K
$109K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.9K+ 13.97% |
$1.15M - $1.16M
|
179K
$9.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
2.07KNew |
$108K - $110K
|
2.07K
$109K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
168KNew |
$8.81M - $8.93M
|
168K
$8.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
2.92K+ 0.61% |
$153K - $155K
|
480K
$25.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
245K+ 18.58% |
$12.8M - $13M
|
1.57M
$82.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-42- 0.03% |
$2.2K - $2.23K
|
157K
$8.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
17.1K+ 4.58% |
$894K - $906K
|
389K
$20.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
703+ 4.92% |
$36.8K - $37.3K
|
15K
$792K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
33.9K+ 122.82% |
$1.77M - $1.8M
|
61.4K
$3.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-4.79K- 14.96% |
$251K - $254K
|
27.2K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.99K- 20.77% |
$104K - $106K
|
7.6K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.6K+ 2.98% |
$1.76M - $1.78M
|
1.16M
$61.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-158- 0.69% |
$8.28K - $8.39K
|
22.8K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.3K- 5.25% |
$590K - $598K
|
203K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-501- 0.92% |
$26.2K - $26.6K
|
54.1K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-36.6K- 38.43% |
$1.91M - $1.94M
|
58.6K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-272K- 23.61% |
$14.3M - $14.5M
|
881K
$46.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 5.6% |
$53.5K - $54.2K
|
17.2K
$909K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-8.66K- 10.95% |
$454K - $460K
|
70.5K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.42K+ 7.27% |
$494K - $500K
|
139K
$7.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-111- 1.29% |
$5.82K - $5.9K
|
8.52K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
158K+ 4.24% |
$8.3M - $8.42M
|
3.9M
$206M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.1K- 26.66% |
$110K - $112K
|
5.78K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
655K+ 23.28% |
$34.3M - $34.8M
|
3.47M
$183M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 0.84% |
$67.6K - $68.5K
|
152K
$8.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.31K- 0.97% |
$121K - $123K
|
235K
$12.4M
|
|