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 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
4.3K+ 21.77% |
$225K - $228K
|
24K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.26KNew |
$223K - $226K
|
4.26K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.26KNew |
$223K - $226K
|
4.26K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.08KNew |
$214K - $217K
|
4.08K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.08K+ 40.35% |
$213K - $216K
|
14.2K
$749K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.06K+ 8.88% |
$213K - $216K
|
49.8K
$2.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.02K+ 9.65% |
$211K - $214K
|
45.7K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.01KNew |
$210K - $213K
|
4.01K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$209K - $212K
|
4K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.97K+ 5.88% |
$208K - $211K
|
71.4K
$3.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.94K+ 5.0% |
$206K - $209K
|
82.6K
$4.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.86K+ 3.04% |
$202K - $205K
|
131K
$6.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.85K+ 17.05% |
$202K - $204K
|
26.4K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
3.81KNew |
$200K - $202K
|
3.81K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.78K+ 1.35% |
$198K - $201K
|
284K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.77K+ 2.53% |
$198K - $200K
|
153K
$8.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 1.13% |
$194K - $197K
|
331K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.61K+ 5.56% |
$189K - $192K
|
68.5K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.56K+ 69.15% |
$187K - $189K
|
8.71K
$460K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.41K+ 4.65% |
$179K - $181K
|
76.7K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.37K+ 0.21% |
$176K - $179K
|
1.57M
$83M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.35K+ 3.1% |
$175K - $178K
|
111K
$5.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.33K+ 82.49% |
$174K - $177K
|
7.36K
$389K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.32K+ 3.51% |
$174K - $176K
|
97.9K
$5.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.32K+ 3.59% |
$174K - $176K
|
95.5K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.24K+ 9.9% |
$170K - $172K
|
36K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.2KNew |
$168K - $170K
|
3.2K
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.18K+ 6.75% |
$167K - $169K
|
50.4K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.04K+ 23.5% |
$159K - $161K
|
16K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.02K+ 0.59% |
$158K - $160K
|
519K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
2.92K+ 0.61% |
$153K - $155K
|
480K
$25.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.85K+ 6.28% |
$149K - $151K
|
48.3K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.81K+ 23.33% |
$147K - $149K
|
14.9K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.71K+ 14.82% |
$142K - $144K
|
21K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.59K+ 66.9% |
$136K - $138K
|
6.46K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.47KNew |
$130K - $131K
|
2.47K
$131K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.47K+ 8.03% |
$129K - $131K
|
33.2K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.42K+ 6.99% |
$127K - $128K
|
37K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 22.52% |
$125K - $127K
|
13K
$687K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.34K+ 13.43% |
$123K - $124K
|
19.8K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.33K+ 58.71% |
$122K - $124K
|
6.3K
$333K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.29K+ 30.01% |
$120K - $122K
|
9.93K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
2.09K+ 16.5% |
$109K - $111K
|
14.8K
$780K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.08KNew |
$109K - $110K
|
2.08K
$110K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
2.07KNew |
$108K - $110K
|
2.07K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 19.98% |
$107K - $108K
|
12.2K
$645K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2K+ 10.05% |
$105K - $106K
|
21.9K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98KNew |
$104K - $105K
|
1.98K
$104K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.95K+ 53.38% |
$102K - $104K
|
5.6K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.91K+ 1.46% |
$100K - $102K
|
133K
$7.02M
|
|