Latest Institutional Sells of Ishares Trust Ishares 1 5 Year (IGSB)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12K- 3.73% |
$619K - $631K
|
310K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-12K- 52.24% |
$619K - $631K
|
11K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-11.8K- 18.32% |
$611K - $623K
|
52.8K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 57.12% |
$609K - $620K
|
8.86K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.2K- 7.04% |
$579K - $591K
|
148K
$7.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 14.88% |
$575K - $586K
|
63.8K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-11.1K- 64.83% |
$572K - $583K
|
6.02K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.9K- 59.44% |
$563K - $574K
|
7.45K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 5.46% |
$557K - $568K
|
187K
$9.79M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.6K- 27.8% |
$547K - $558K
|
27.6K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.4K- 36.0% |
$534K - $544K
|
18.4K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-10K- 20.73% |
$515K - $526K
|
38.2K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.97K- 14.48% |
$514K - $524K
|
58.9K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-9.83K- 9.25% |
$507K - $517K
|
96.5K
$5.05M
|
|
|
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
|
Adviser Investments LLC
|
SELL
|
- |
-8.22K- 36.77% |
$423K - $432K
|
14.1K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.16K- 40.0% |
$421K - $429K
|
12.2K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.11K- 5.01% |
$418K - $426K
|
154K
$8.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.11K- 2.14% |
$418K - $426K
|
370K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.1K- 33.95% |
$417K - $426K
|
15.8K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.05K- 39.67% |
$415K - $423K
|
12.2K
$641K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.81K- 1.48% |
$402K - $410K
|
520K
$27.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.28K- 4.83% |
$375K - $382K
|
143K
$7.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7.27K- 3.58% |
$375K - $382K
|
196K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.19K- 17.14% |
$370K - $378K
|
34.7K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.13K- 2.33% |
$368K - $375K
|
298K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-7.06K- 35.73% |
$364K - $371K
|
12.7K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.98K- 49.37% |
$360K - $367K
|
7.16K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.7K- 4.59% |
$345K - $352K
|
139K
$7.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.7K- 9.0% |
$345K - $352K
|
67.7K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.7K- 4.2% |
$345K - $352K
|
153K
$8.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.7K- 21.92% |
$345K - $352K
|
23.9K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6.61K- 10.24% |
$341K - $347K
|
57.9K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-6.29K- 54.89% |
$324K - $331K
|
5.17K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-6.23K- 52.6% |
$321K - $327K
|
5.61K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6.06K- 2.21% |
$312K - $319K
|
268K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.9K- 4.58% |
$304K - $310K
|
123K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.51K- 1.71% |
$284K - $290K
|
316K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-5.38K- 6.78% |
$277K - $282K
|
73.9K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.21K- 19.49% |
$268K - $274K
|
21.5K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 18.79% |
$255K - $260K
|
21.3K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.91K- 40.09% |
$253K - $258K
|
7.33K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.81K- 20.67% |
$248K - $253K
|
18.5K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.8K- 3.39% |
$247K - $252K
|
137K
$7.15M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.55K- 2.13% |
$234K - $239K
|
208K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-4.45K- 2.26% |
$230K - $234K
|
193K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-4.36K- 3.67% |
$225K - $229K
|
115K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.36K- 1.64% |
$225K - $229K
|
261K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.25K- 1.86% |
$219K - $223K
|
224K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 30.72% |
$214K - $219K
|
9.38K
$491K
|