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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 0.08% |
$1.47K - $1.49K
|
36.6K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26+ 27.08% |
$1.36K - $1.38K
|
122
$6.44K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.15K - $1.17K
|
22
$1.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 0.48% |
$995 - $1.01K
|
3.98K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.2% |
$838 - $850
|
8.21K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
14+ 0.07% |
$733 - $744
|
21.2K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13+ 1.15% |
$681 - $690
|
1.14K
$60.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13New |
$681 - $690
|
13
$687
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12+ 0.31% |
$629 - $637
|
3.91K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.14% |
$629 - $637
|
1.07K
$56.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
10+ 0.2% |
$524 - $531
|
4.98K
$263K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
10+ 1.22% |
$524 - $531
|
832
$43.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 2.79% |
$524 - $531
|
369
$19.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
9+ 0.18% |
$472 - $478
|
5.02K
$265K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6+ 0.22% |
$314 - $319
|
2.69K
$142K
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.04% |
$210 - $212
|
10.6K
$560K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.9% |
$157 - $159
|
338
$17.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2+ 0.0% |
$105 - $106
|
43.9K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.3% |
$105 - $106
|
156
$8.24K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$52.4 - $53.1
|
2.33K
$123K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.88% |
$52.4 - $53.1
|
115
$6.07K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$52.4 - $53.1
|
7.71K
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.66% |
$52.4 - $53.1
|
152
$8.03K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$52.4 - $53.1
|
7.77K
$411K
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
70.4M+ 652284.94% |
$3.64B - $3.71B
|
70.4M
$3.72B
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.04M+ 35.71% |
$105M - $108M
|
7.75M
$410M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
598K+ 89.33% |
$30.9M - $31.5M
|
1.27M
$66.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Capital Advisors Inc
|
BUY
|
- |
480KNew |
$24.8M - $25.3M
|
480K
$25.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
271K+ 108.77% |
$14M - $14.3M
|
521K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
215K+ 31.59% |
$11.1M - $11.3M
|
894K
$47.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
119KNew |
$6.13M - $6.26M
|
119K
$6.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
91.2K+ 5173.51% |
$4.71M - $4.81M
|
93K
$4.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
61.3KNew |
$3.17M - $3.24M
|
61.3K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
52.5KNew |
$2.71M - $2.77M
|
52.5K
$2.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
49.1K+ 11.19% |
$2.54M - $2.59M
|
488K
$25.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24.3K+ 3.05% |
$1.26M - $1.28M
|
822K
$43.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
22.5K+ 267.19% |
$1.16M - $1.19M
|
30.9K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
18.3K+ 10.14% |
$947K - $967K
|
199K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15.1K+ 5.29% |
$781K - $797K
|
301K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.3K+ 1.3% |
$636K - $649K
|
963K
$50.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
11.3KNew |
$586K - $599K
|
11.3K
$599K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
11.2KNew |
$581K - $593K
|
11.2K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.83K+ 93.25% |
$405K - $413K
|
16.2K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.02KNew |
$363K - $370K
|
7.02K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.95KNew |
$359K - $367K
|
6.95K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.41KNew |
$331K - $338K
|
6.41K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.32K+ 6.58% |
$326K - $333K
|
102K
$5.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.71KNew |
$295K - $301K
|
5.71K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.38K+ 94.3% |
$278K - $284K
|
11.1K
$585K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.35KNew |
$276K - $282K
|
5.35K
$283K
|
|