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 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
27K+ 3.75% |
$1.41M - $1.43M
|
747K
$39.5M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
26.6K+ 99.74% |
$1.39M - $1.41M
|
53.2K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
26.4K+ 26.99% |
$1.38M - $1.4M
|
124K
$6.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.5K+ 119.12% |
$1.34M - $1.35M
|
46.9K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.5K+ 197.96% |
$1.34M - $1.35M
|
38.4K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
25.4KNew |
$1.33M - $1.35M
|
25.4K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25.4K+ 0.91% |
$1.33M - $1.35M
|
2.81M
$148M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
24.5K+ 8.2% |
$1.29M - $1.3M
|
324K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.4K+ 6.98% |
$1.23M - $1.24M
|
359K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 2.5% |
$1.23M - $1.24M
|
959K
$50.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 4.01% |
$1.18M - $1.2M
|
586K
$31M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
22.5K+ 9.4% |
$1.18M - $1.2M
|
262K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
22.2KNew |
$1.16M - $1.18M
|
22.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.9K+ 13.97% |
$1.15M - $1.16M
|
179K
$9.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
21.7KNew |
$1.13M - $1.15M
|
21.7K
$1.14M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
21.5K+ 6.8% |
$1.12M - $1.14M
|
337K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
21K+ 4.08% |
$1.1M - $1.12M
|
537K
$28.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21K+ 0.63% |
$1.1M - $1.12M
|
3.37M
$178M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
20.9KNew |
$1.1M - $1.11M
|
20.9K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.9KNew |
$1.09M - $1.11M
|
20.9K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
20.7K+ 9.06% |
$1.08M - $1.1M
|
249K
$13.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.5K+ 355.94% |
$1.08M - $1.09M
|
26.3K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
19.1KNew |
$1M - $1.02M
|
19.1K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
19.1K+ 106.9% |
$999K - $1.01M
|
36.9K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.3KNew |
$959K - $972K
|
18.3K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.1K+ 11.93% |
$949K - $962K
|
170K
$8.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.9K+ 12.83% |
$939K - $951K
|
158K
$8.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.8K+ 333.22% |
$931K - $944K
|
23.1K
$1.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
17.4K+ 4.94% |
$913K - $926K
|
371K
$19.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.4K+ 36.03% |
$910K - $923K
|
65.6K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1K+ 47.47% |
$895K - $908K
|
53.1K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
17.1K+ 4.58% |
$894K - $906K
|
389K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17K+ 7.49% |
$889K - $901K
|
244K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.5K+ 5.79% |
$865K - $877K
|
302K
$15.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 18.44% |
$858K - $870K
|
105K
$5.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 154.99% |
$853K - $865K
|
26.8K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 3.23% |
$846K - $857K
|
516K
$27.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
16K+ 6.7% |
$840K - $851K
|
255K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
15.9K+ 30.33% |
$834K - $845K
|
68.4K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15.8K+ 4.24% |
$827K - $838K
|
388K
$20.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$824K - $835K
|
15.7K
$831K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 4.71% |
$812K - $823K
|
344K
$18.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 22.04% |
$782K - $793K
|
82.6K
$4.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$768K - $778K
|
14.7K
$774K
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
14.7K+ 7.15% |
$768K - $778K
|
219K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.5K+ 37.29% |
$758K - $768K
|
53.2K
$2.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14.3K+ 1.85% |
$750K - $761K
|
788K
$41.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.2K+ 32.49% |
$741K - $752K
|
57.7K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 27.22% |
$737K - $747K
|
65.8K
$3.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
BUY
|
- |
14K+ 87.5% |
$733K - $744K
|
30K
$1.58M
|
|