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 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
30+ 0.63% |
$1.53K - $1.58K
|
4.78K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28+ 0.38% |
$1.43K - $1.48K
|
7.49K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
22+ 0.31% |
$1.12K - $1.16K
|
7.04K
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.03% |
$1.07K - $1.11K
|
79.2K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.16% |
$918 - $949
|
11K
$568K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
18+ 0.09% |
$918 - $949
|
20.6K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13New |
$663 - $686
|
13
$675
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 1.96% |
$561 - $580
|
572
$29.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 0.22% |
$459 - $475
|
4.06K
$211K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.1% |
$408 - $422
|
8.17K
$424K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 0.13% |
$357 - $369
|
5.45K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$357 - $369
|
7
$363
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7+ 0.03% |
$357 - $369
|
21.8K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 1.09% |
$306 - $316
|
556
$28.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.05% |
$255 - $264
|
10.9K
$565K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.2% |
$153 - $158
|
1.53K
$79.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
2+ 0.05% |
$102 - $105
|
3.92K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.03% |
$102 - $105
|
5.88K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$102 - $105
|
12.2K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.04% |
$51 - $52.7
|
2.68K
$139K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$51 - $52.7
|
3.35K
$174K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.21M+ 74.9% |
$264M - $267M
|
12.2M
$632M
|
|
|
Aug 14, 2024
Q2 2024
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
671KNew |
$34M - $34.4M
|
671K
$34.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
464K+ 198.05% |
$23.5M - $23.8M
|
699K
$36.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
459KNew |
$23.2M - $23.5M
|
459K
$23.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115K+ 2082.81% |
$5.81M - $5.89M
|
120K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
96.2KNew |
$4.87M - $4.94M
|
96.2K
$4.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
92.8KNew |
$4.7M - $4.76M
|
92.8K
$4.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80.8KNew |
$4.09M - $4.15M
|
80.8K
$4.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
67.5K+ 82.6% |
$3.42M - $3.46M
|
149K
$7.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64.3K+ 1075.54% |
$3.26M - $3.3M
|
70.3K
$3.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.9KNew |
$2.68M - $2.72M
|
52.9K
$2.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16.9KNew |
$853K - $865K
|
16.9K
$875K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
14.8K+ 7.84% |
$748K - $758K
|
203K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.8K+ 4.84% |
$496K - $503K
|
212K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
9.77K+ 121.08% |
$494K - $501K
|
17.8K
$925K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.97K+ 8.55% |
$302K - $306K
|
75.8K
$3.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.31K+ 3.15% |
$269K - $272K
|
174K
$9.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.04K+ 8.8% |
$204K - $207K
|
49.9K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$208K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$202K - $205K
|
4K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$199K - $202K
|
3.93K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 9.59% |
$156K - $158K
|
35.1K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$152K - $154K
|
3K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.48K+ 8.46% |
$126K - $127K
|
31.8K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.25K+ 8.69% |
$114K - $116K
|
28.2K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.13KNew |
$57.2K - $58K
|
1.13K
$58.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
950New |
$48.1K - $48.7K
|
950
$49.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
805New |
$40.8K - $41.3K
|
805
$41.8K
|
|