Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
9.6M+ 9168.7% |
$495M - $505M
|
9.71M
$503M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.71MNew |
$140M - $143M
|
2.71M
$141M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.44MNew |
$74.3M - $75.8M
|
1.44M
$74.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
914K+ 81.81% |
$47.1M - $48.1M
|
2.03M
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
565K+ 15.98% |
$29.1M - $29.7M
|
4.1M
$213M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
359KNew |
$18.5M - $18.9M
|
359K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
314KNew |
$16.2M - $16.5M
|
314K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
290KNew |
$14.9M - $15.2M
|
290K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 42.13% |
$11.7M - $12M
|
769K
$39.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
228K+ 15.16% |
$11.7M - $12M
|
1.73M
$89.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
223KNew |
$11.5M - $11.7M
|
223K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
207K+ 25.83% |
$10.7M - $10.9M
|
1.01M
$52.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
199K+ 130.41% |
$10.2M - $10.4M
|
351K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
198K+ 209.17% |
$10.2M - $10.4M
|
293K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 5.44% |
$7.98M - $8.13M
|
3M
$155M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
138K+ 33.39% |
$7.11M - $7.25M
|
551K
$28.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
137K+ 23.27% |
$7.07M - $7.21M
|
727K
$37.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
130KNew |
$6.71M - $6.85M
|
130K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.7K+ 6.25% |
$4.88M - $4.98M
|
1.61M
$83.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
92.5KNew |
$4.77M - $4.86M
|
92.5K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
88KNew |
$4.54M - $4.63M
|
88K
$4.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
83.1K+ 9.84% |
$4.28M - $4.37M
|
927K
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73.7K+ 20.95% |
$3.8M - $3.87M
|
425K
$22M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.6K+ 161.15% |
$3.74M - $3.82M
|
118K
$6.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.3K+ 5.15% |
$3.73M - $3.8M
|
1.48M
$76.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
64.3K+ 5.52% |
$3.31M - $3.38M
|
1.23M
$63.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
61.8K+ 0.46% |
$3.19M - $3.25M
|
13.5M
$697M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60.3K+ 79.48% |
$3.11M - $3.17M
|
136K
$7.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
60.2K+ 16.85% |
$3.1M - $3.16M
|
417K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 61.86% |
$3.09M - $3.15M
|
157K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
57.6KNew |
$2.97M - $3.03M
|
57.6K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
57.6K+ 14.03% |
$2.97M - $3.03M
|
468K
$24.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
54.5K+ 7.34% |
$2.81M - $2.86M
|
797K
$41.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.8K+ 33.51% |
$2.51M - $2.56M
|
194K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
46.6K+ 1.96% |
$2.4M - $2.45M
|
2.42M
$126M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
45.8K+ 3.07% |
$2.36M - $2.41M
|
1.54M
$79.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
43.9KNew |
$2.26M - $2.3M
|
43.9K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
43.2KNew |
$2.23M - $2.27M
|
43.2K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.9K+ 7.33% |
$2.21M - $2.26M
|
629K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
41.6KNew |
$2.15M - $2.19M
|
41.6K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.4K+ 1.87% |
$2.13M - $2.18M
|
2.25M
$117M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
40.3K+ 22.62% |
$2.08M - $2.12M
|
219K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
40.3K+ 11.74% |
$2.08M - $2.12M
|
383K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40.1K+ 3.89% |
$2.07M - $2.11M
|
1.07M
$55.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
39.5K+ 27.74% |
$2.04M - $2.08M
|
182K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.2K+ 16.01% |
$2.02M - $2.06M
|
284K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$2.01M - $2.05M
|
39.1K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.1K+ 6.58% |
$2.01M - $2.05M
|
633K
$32.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
38.5K+ 26.96% |
$1.98M - $2.02M
|
181K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38.2K+ 6.12% |
$1.97M - $2.01M
|
663K
$34.3M
|