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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.5K+ 19.05% |
$1.66M - $1.68M
|
203K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.9K+ 178.83% |
$1.58M - $1.59M
|
48.2K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
24.1K+ 3683.97% |
$1.23M - $1.24M
|
24.8K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.1K+ 89.88% |
$921K - $931K
|
38.2K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6K+ 4.5% |
$794K - $802K
|
362K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.4K+ 93.55% |
$684K - $691K
|
27.8K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 29.77% |
$578K - $584K
|
49.5K
$2.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
10KNew |
$510K - $515K
|
10K
$515K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.93K+ 9.21% |
$455K - $460K
|
106K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.75K+ 109.59% |
$446K - $451K
|
16.7K
$863K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.85KNew |
$349K - $353K
|
6.85K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
6.57K+ 6.29% |
$335K - $338K
|
111K
$5.72M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.11KNew |
$260K - $263K
|
5.11K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$247K - $250K
|
4.86K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.62KNew |
$235K - $238K
|
4.62K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.17K+ 60.9% |
$212K - $215K
|
11K
$567K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.98KNew |
$203K - $205K
|
3.98K
$205K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2K+ 43.95% |
$102K - $103K
|
6.54K
$337K
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.43K+ 2.16% |
$72.6K - $73.4K
|
67.3K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.42K+ 6.33% |
$72.2K - $72.9K
|
23.8K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.34K+ 29.07% |
$68.3K - $69K
|
5.95K
$307K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 2.78% |
$60.9K - $61.6K
|
44.2K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
712New |
$36.3K - $36.7K
|
712
$36.7K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
592New |
$30.2K - $30.5K
|
592
$30.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
427New |
$21.8K - $22K
|
427
$22K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
352+ 7.0% |
$17.9K - $18.1K
|
5.38K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
252New |
$12.8K - $13K
|
252
$13K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
224+ 17.71% |
$11.4K - $11.5K
|
1.49K
$76.7K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
210+ 41.83% |
$10.7K - $10.8K
|
712
$36.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$8.05K - $8.13K
|
158
$8.14K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
135+ 113.45% |
$6.88K - $6.95K
|
254
$13.1K
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
116+ 2.42% |
$5.91K - $5.97K
|
4.91K
$253K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
106New |
$5.4K - $5.46K
|
106
$5.46K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
94+ 2.14% |
$4.79K - $4.84K
|
4.48K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$4.69K - $4.74K
|
92
$4.74K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
85+ 0.38% |
$4.33K - $4.38K
|
22.3K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57New |
$2.9K - $2.93K
|
57
$2.94K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49New |
$2.5K - $2.52K
|
49
$2.53K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17+ 0.39% |
$866 - $875
|
4.36K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
7+ 0.16% |
$357 - $360
|
4.5K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.01% |
$102 - $103
|
24.3K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.51% |
$51 - $51.5
|
196
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.02% |
$51 - $51.5
|
5.15K
$265K
|
|
| Q4 2023 | |||||||
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.43M+ 1850.27% |
$70.7M - $73.4M
|
1.51M
$77.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
812KNew |
$40.1M - $41.6M
|
812K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
191KNew |
$9.42M - $9.78M
|
191K
$9.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
101KNew |
$4.97M - $5.16M
|
101K
$5.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
81.6K+ 21.21% |
$4.03M - $4.18M
|
466K
$24M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66.8KNew |
$3.3M - $3.43M
|
66.8K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.6K+ 8.5% |
$2.3M - $2.39M
|
595K
$30.7M
|
|