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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
198K+ 209.17% |
$10.2M - $10.4M
|
293K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 32.9% |
$107K - $109K
|
4.22K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.91% |
$12.9K - $13.1K
|
4.84K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-5.01M- 32.51% |
$258M - $263M
|
10.4M
$539M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-886- 2.82% |
$45.7K - $46.6K
|
30.5K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-176- 0.58% |
$9.07K - $9.25K
|
30.4K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 16.85% |
$873K - $890K
|
117K
$6.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-228- 49.89% |
$11.8K - $12K
|
229
$11.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-896- 3.63% |
$46.2K - $47.1K
|
23.8K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
12K+ 9.37% |
$620K - $632K
|
140K
$7.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 111.95% |
$71.5K - $72.9K
|
2.63K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-572- 9.03% |
$29.5K - $30.1K
|
5.77K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
483+ 2.98% |
$24.9K - $25.4K
|
16.7K
$866K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
9.42K+ 3.64% |
$486K - $495K
|
268K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951+ 2.04% |
$49K - $50K
|
47.6K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-475- 5.49% |
$24.5K - $25K
|
8.17K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.3K+ 5.79% |
$325K - $331K
|
115K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.79K+ 65.28% |
$298K - $304K
|
14.7K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
421New |
$21.7K - $22.1K
|
421
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
24.2KNew |
$1.25M - $1.27M
|
24.2K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
8.35K+ 19.47% |
$430K - $439K
|
51.2K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 5.47% |
$10.9K - $11.1K
|
3.66K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.15K+ 5.81% |
$59.1K - $60.2K
|
20.9K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
46.6K+ 1.96% |
$2.4M - $2.45M
|
2.42M
$126M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
85+ 1.72% |
$4.38K - $4.47K
|
5.02K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
919+ 2.04% |
$47.4K - $48.3K
|
45.9K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-261- 1.53% |
$13.5K - $13.7K
|
16.8K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-164- 3.58% |
$8.45K - $8.62K
|
4.42K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.16K+ 11.75% |
$215K - $219K
|
39.6K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
157+ 0.85% |
$8.09K - $8.25K
|
18.6K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$822K - $838K
|
16K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-24.3K- 48.6% |
$1.25M - $1.28M
|
25.7K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
21+ 0.1% |
$1.08K - $1.1K
|
21.4K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.87KNew |
$148K - $151K
|
2.87K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.09KNew |
$365K - $372K
|
7.09K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 7.42% |
$201K - $205K
|
48.7K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
111+ 1.53% |
$5.72K - $5.83K
|
7.35K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.9KNew |
$1.44M - $1.47M
|
27.9K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
534+ 10.95% |
$27.5K - $28.1K
|
5.41K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-4.45K- 2.26% |
$230K - $234K
|
193K
$9.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.3K+ 10.53% |
$890K - $907K
|
181K
$9.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.77K- 13.43% |
$91.2K - $93K
|
11.4K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.69K- 2.87% |
$139K - $142K
|
91.2K
$4.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
17.8KNew |
$918K - $936K
|
17.8K
$923K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-495- 7.68% |
$25.5K - $26K
|
5.95K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.2K+ 8.09% |
$1.81M - $1.85M
|
470K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
92+ 1.99% |
$4.74K - $4.83K
|
4.71K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.6K+ 127.77% |
$1.06M - $1.08M
|
36.7K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
489New |
$25.2K - $25.7K
|
489
$25.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
242+ 5.37% |
$12.5K - $12.7K
|
4.75K
$246K
|