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 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
240+ 1.83% |
$12.6K - $12.7K
|
13.4K
$707K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
239+ 6.15% |
$12.5K - $12.7K
|
4.12K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
238+ 1.56% |
$12.5K - $12.6K
|
15.5K
$818K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
228+ 0.33% |
$11.9K - $12.1K
|
69.2K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
228+ 0.69% |
$11.9K - $12.1K
|
33.2K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
216+ 0.8% |
$11.3K - $11.5K
|
27.2K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
215+ 0.56% |
$11.3K - $11.4K
|
38.4K
$2.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
211+ 4.76% |
$11.1K - $11.2K
|
4.64K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
180+ 1.16% |
$9.43K - $9.56K
|
15.6K
$826K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
173+ 3.7% |
$9.06K - $9.19K
|
4.85K
$256K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
167+ 0.03% |
$8.75K - $8.87K
|
617K
$32.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
167+ 2.67% |
$8.75K - $8.87K
|
6.43K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
161+ 2.67% |
$8.43K - $8.55K
|
6.19K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
153+ 1.96% |
$8.02K - $8.13K
|
7.96K
$421K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
150+ 0.04% |
$7.86K - $7.97K
|
349K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
139+ 0.09% |
$7.28K - $7.38K
|
151K
$7.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
135+ 0.92% |
$7.07K - $7.17K
|
14.7K
$778K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
134+ 16.14% |
$7.02K - $7.12K
|
964
$50.9K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
130+ 0.26% |
$6.81K - $6.9K
|
51.1K
$2.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
113New |
$5.92K - $6K
|
113
$5.97K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
112+ 2.85% |
$5.87K - $5.95K
|
4.04K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
110New |
$5.76K - $5.84K
|
110
$5.81K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
105+ 0.93% |
$5.5K - $5.58K
|
11.3K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
104+ 1.54% |
$5.45K - $5.52K
|
6.85K
$362K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 0.84% |
$5.24K - $5.31K
|
11.9K
$631K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 0.21% |
$5.24K - $5.31K
|
47.8K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 1.85% |
$5.08K - $5.15K
|
5.33K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
93+ 0.88% |
$4.87K - $4.94K
|
10.7K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
92+ 1.1% |
$4.82K - $4.89K
|
8.42K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
89+ 0.73% |
$4.66K - $4.73K
|
12.3K
$652K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
88+ 0.07% |
$4.61K - $4.67K
|
122K
$6.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 1.63% |
$4.56K - $4.62K
|
5.41K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
85+ 1.06% |
$4.45K - $4.51K
|
8.09K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
85+ 1.1% |
$4.45K - $4.51K
|
7.8K
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 9.07% |
$3.82K - $3.88K
|
878
$46.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
72+ 0.29% |
$3.77K - $3.82K
|
25K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
70+ 0.26% |
$3.67K - $3.72K
|
27.1K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
65+ 0.63% |
$3.41K - $3.45K
|
10.5K
$552K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 0.87% |
$3.25K - $3.29K
|
7.19K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
60New |
$3.14K - $3.19K
|
60
$3.17K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
60+ 1.08% |
$3.14K - $3.19K
|
5.62K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 1.04% |
$2.88K - $2.92K
|
5.35K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
53+ 2.26% |
$2.78K - $2.81K
|
2.4K
$127K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
51+ 0.23% |
$2.67K - $2.71K
|
21.8K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
50+ 0.39% |
$2.62K - $2.66K
|
12.8K
$677K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 0.11% |
$2.57K - $2.6K
|
42.8K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
42New |
$2.2K - $2.23K
|
42
$2.22K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
39+ 0.56% |
$2.04K - $2.07K
|
6.99K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.08% |
$2.04K - $2.07K
|
47.1K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 0.08% |
$1.47K - $1.49K
|
36.6K
$1.93M
|
|