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 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
75New |
$3.65K - $3.76K
|
75
$3.89K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
68New |
$3.31K - $3.41K
|
68
$3.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
48New |
$2.33K - $2.41K
|
48
$2.49K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
44+ 5.12% |
$2.14K - $2.21K
|
904
$46.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$2.14K - $2.21K
|
44
$2.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17New |
$827 - $853
|
17
$882
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Nationwide Fund Advisors
|
BUY
|
- |
400KNew |
$19.6M - $20.5M
|
400K
$20.8M
|
|
|
Nov 10, 2022
Q3 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
296KNew |
$14.5M - $15.2M
|
296K
$15.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
73.5KNew |
$3.61M - $3.77M
|
73.5K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.5K+ 60.1% |
$2.53M - $2.64M
|
137K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.03M - $1.08M
|
21.1K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20KNew |
$982K - $1.03M
|
20K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.3KNew |
$700K - $732K
|
14.3K
$740K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
7.1K+ 5.93% |
$348K - $364K
|
127K
$6.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$242K - $252K
|
4.92K
$255K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.91K+ 3.14% |
$241K - $252K
|
162K
$8.38M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
4.45KNew |
$219K - $228K
|
4.45K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.52KNew |
$173K - $180K
|
3.52K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.37K+ 2.85% |
$165K - $173K
|
122K
$6.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.5KNew |
$122K - $128K
|
2.5K
$129K
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.44K+ 22.04% |
$120K - $125K
|
13.5K
$702K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.73KNew |
$84.7K - $88.4K
|
1.73K
$89.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.54K+ 14.74% |
$75.6K - $79K
|
12K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.06KNew |
$51.8K - $54.1K
|
1.06K
$54.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 14.29% |
$49.1K - $51.3K
|
8K
$415K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
740+ 1.8% |
$36.3K - $37.9K
|
41.8K
$2.17M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.3K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
428+ 10.49% |
$21K - $21.9K
|
4.51K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
395+ 9.14% |
$19.4K - $20.3K
|
4.72K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
263New |
$12.9K - $13.5K
|
263
$13.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
159New |
$7.8K - $8.15K
|
159
$8.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
129+ 1.87% |
$6.33K - $6.61K
|
7.02K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.37% |
$3.48K - $3.64K
|
5.27K
$273K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
67New |
$3.29K - $3.44K
|
67
$3.48K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
60+ 1.24% |
$2.94K - $3.08K
|
4.91K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
40+ 0.92% |
$1.96K - $2.05K
|
4.4K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$442 - $461
|
6.88K
$357K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
268KNew |
$13.4M - $13.9M
|
268K
$13.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
255KNew |
$12.7M - $13.2M
|
255K
$13.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
91.1K+ 302.26% |
$4.54M - $4.7M
|
121K
$6.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.1KNew |
$2.4M - $2.48M
|
48.1K
$2.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
30.5KNew |
$1.52M - $1.57M
|
30.5K
$1.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
14.2KNew |
$706K - $731K
|
14.2K
$735K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.16KNew |
$307K - $318K
|
6.16K
$320K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.07KNew |
$252K - $261K
|
5.07K
$263K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.83K+ 2.02% |
$241K - $250K
|
244K
$12.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.27K+ 10.29% |
$213K - $220K
|
45.8K
$2.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.26K+ 34.11% |
$212K - $220K
|
16.8K
$870K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.17KNew |
$208K - $215K
|
4.17K
$216K
|
|