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 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.4K+ 42.83% |
$122K - $127K
|
8K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.38K+ 14.33% |
$121K - $125K
|
19K
$985K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36K+ 7.43% |
$120K - $124K
|
34.1K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 14.82% |
$118K - $122K
|
18K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.26K+ 4.61% |
$115K - $119K
|
51.3K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.25K+ 23.42% |
$115K - $119K
|
11.9K
$616K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 3.15% |
$111K - $115K
|
71.5K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 3.03% |
$110K - $114K
|
73.4K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.15K+ 39.67% |
$110K - $113K
|
7.57K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$109K - $112K
|
2.13K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.97KNew |
$101K - $104K
|
1.97K
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.93KNew |
$98.6K - $102K
|
1.93K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.86K+ 1.22% |
$95.1K - $98.3K
|
154K
$8M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.78K+ 10.55% |
$90.6K - $93.7K
|
18.6K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.76K+ 7.15% |
$89.8K - $92.8K
|
26.4K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.66K+ 1.8% |
$84.7K - $87.6K
|
93.9K
$4.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 11.47% |
$83.2K - $86K
|
15.8K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.71% |
$82.3K - $85.1K
|
45.1K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.52K+ 6.79% |
$77.3K - $80K
|
23.9K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.49K+ 3.88% |
$76.2K - $78.7K
|
39.9K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.48K+ 3.68% |
$75.4K - $77.9K
|
41.7K
$2.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.43K+ 2.69% |
$72.7K - $75.2K
|
54.4K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.29K+ 6.73% |
$65.9K - $68.1K
|
20.5K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.25K+ 57.93% |
$63.6K - $65.7K
|
3.4K
$176K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.24K+ 9.57% |
$63K - $65.1K
|
14.1K
$734K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.17KNew |
$59.7K - $61.7K
|
1.17K
$60.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 0.39% |
$59.6K - $61.7K
|
299K
$15.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.16K+ 0.19% |
$59K - $61K
|
597K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1K+ 22.68% |
$51K - $52.7K
|
5.41K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
970New |
$49.5K - $51.2K
|
970
$50.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
956New |
$48.8K - $50.4K
|
956
$49.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
935+ 0.73% |
$47.7K - $49.3K
|
129K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
925+ 7.58% |
$47.2K - $48.8K
|
13.1K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
918+ 0.71% |
$46.8K - $48.4K
|
129K
$6.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
892+ 0.06% |
$45.5K - $47K
|
1.49M
$77.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
858+ 8.2% |
$43.8K - $45.3K
|
11.3K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
852+ 0.94% |
$43.5K - $44.9K
|
91.2K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 3.19% |
$43.4K - $44.8K
|
27.5K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
809New |
$41.3K - $42.7K
|
809
$42K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
800+ 9.5% |
$40.8K - $42.2K
|
9.22K
$479K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
793+ 7.51% |
$40.5K - $41.8K
|
11.4K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
779+ 2.08% |
$39.7K - $41.1K
|
38.3K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
758New |
$38.7K - $40K
|
758
$39.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
721+ 5.37% |
$36.8K - $38K
|
14.1K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
713+ 1.06% |
$36.4K - $37.6K
|
68.2K
$3.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
710+ 2.31% |
$36.2K - $37.4K
|
31.4K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
699+ 1.09% |
$35.7K - $36.9K
|
65K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
685+ 4.99% |
$34.9K - $36.1K
|
14.4K
$748K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
673+ 1.72% |
$34.3K - $35.5K
|
39.7K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
671+ 7.78% |
$34.2K - $35.4K
|
9.29K
$482K
|