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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
13.9K+ 11.95% |
$726K - $736K
|
130K
$6.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13.7K+ 122.69% |
$716K - $726K
|
24.8K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.3K+ 34.13% |
$696K - $706K
|
52.2K
$2.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
13.1K+ 57.36% |
$686K - $696K
|
35.9K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
13K+ 21.05% |
$679K - $688K
|
74.5K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
12.5KNew |
$654K - $663K
|
12.5K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12.4K+ 5.43% |
$652K - $661K
|
242K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4K+ 15.23% |
$652K - $661K
|
94.1K
$4.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.2K+ 78.75% |
$639K - $648K
|
27.7K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
12.1K+ 56.37% |
$633K - $642K
|
33.5K
$1.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 11.48% |
$632K - $641K
|
117K
$6.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.9K+ 3.24% |
$625K - $634K
|
381K
$20.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 1.73% |
$616K - $625K
|
692K
$36.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.7K+ 1.87% |
$614K - $622K
|
637K
$33.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.5K+ 240.32% |
$605K - $613K
|
16.3K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2K+ 12.79% |
$587K - $596K
|
98.9K
$5.22M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.2KNew |
$586K - $594K
|
11.2K
$591K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11KNew |
$577K - $585K
|
11K
$582K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10.6K+ 5.92% |
$555K - $563K
|
189K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
10.5K+ 65.39% |
$550K - $557K
|
26.5K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10.4K+ 6.87% |
$544K - $551K
|
161K
$8.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 148.67% |
$540K - $547K
|
17.2K
$911K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 23.71% |
$537K - $545K
|
53.5K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.2KNew |
$534K - $542K
|
10.2K
$539K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.2K+ 14.03% |
$534K - $542K
|
82.9K
$4.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
9.91KNew |
$519K - $527K
|
9.91K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
9.88K+ 29.36% |
$517K - $524K
|
43.5K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
9.85K+ 72.55% |
$516K - $523K
|
23.4K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
9.73K+ 11.99% |
$510K - $517K
|
90.9K
$4.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
9.68K+ 12.21% |
$507K - $514K
|
88.9K
$4.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.61K+ 9.49% |
$503K - $510K
|
111K
$5.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.59K+ 34.91% |
$503K - $509K
|
37.1K
$1.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.42K+ 7.27% |
$494K - $500K
|
139K
$7.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.26K+ 3.37% |
$485K - $492K
|
284K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.19K+ 6.52% |
$481K - $488K
|
150K
$7.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.19K+ 4.47% |
$481K - $488K
|
215K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.12K+ 3.7% |
$478K - $484K
|
255K
$13.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.81K+ 24.39% |
$462K - $468K
|
44.9K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.74K+ 19.39% |
$458K - $464K
|
53.8K
$2.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.69K+ 3.43% |
$455K - $462K
|
262K
$13.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.69K+ 9.52% |
$455K - $462K
|
100K
$5.28M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.46K+ 13.63% |
$443K - $450K
|
70.6K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.43K+ 2.58% |
$442K - $448K
|
335K
$17.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8.42K+ 4.99% |
$441K - $447K
|
177K
$9.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
8.16K+ 9.15% |
$427K - $433K
|
97.3K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8.13KNew |
$426K - $432K
|
8.13K
$429K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.95K+ 39.08% |
$417K - $422K
|
28.3K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.72K+ 10.85% |
$404K - $410K
|
78.8K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.69K+ 5.74% |
$403K - $409K
|
142K
$7.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.65K+ 59.8% |
$401K - $406K
|
20.4K
$1.08M
|
|