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 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
167+ 0.03% |
$8.75K - $8.87K
|
617K
$32.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
167+ 2.67% |
$8.75K - $8.87K
|
6.43K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
161+ 2.67% |
$8.43K - $8.55K
|
6.19K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
153+ 1.96% |
$8.02K - $8.13K
|
7.96K
$421K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
150+ 0.04% |
$7.86K - $7.97K
|
349K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
139+ 0.09% |
$7.28K - $7.38K
|
151K
$7.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
134+ 16.14% |
$7.02K - $7.12K
|
964
$50.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
113New |
$5.92K - $6K
|
113
$5.97K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
112+ 2.85% |
$5.87K - $5.95K
|
4.04K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
110New |
$5.76K - $5.84K
|
110
$5.81K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 1.85% |
$5.08K - $5.15K
|
5.33K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
93+ 0.88% |
$4.87K - $4.94K
|
10.7K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
88+ 0.07% |
$4.61K - $4.67K
|
122K
$6.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 1.63% |
$4.56K - $4.62K
|
5.41K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 9.07% |
$3.82K - $3.88K
|
878
$46.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
72+ 0.29% |
$3.77K - $3.82K
|
25K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
70+ 0.26% |
$3.67K - $3.72K
|
27.1K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
60New |
$3.14K - $3.19K
|
60
$3.17K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
60+ 1.08% |
$3.14K - $3.19K
|
5.62K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
53+ 2.26% |
$2.78K - $2.81K
|
2.4K
$127K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
51+ 0.23% |
$2.67K - $2.71K
|
21.8K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
50+ 0.39% |
$2.62K - $2.66K
|
12.8K
$677K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
42New |
$2.2K - $2.23K
|
42
$2.22K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.08% |
$2.04K - $2.07K
|
47.1K
$2.49M
|
|
|
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 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
|
|
|
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
|
|