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 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
200KNew |
$9.95M - $10.1M
|
200K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
158K+ 32.61% |
$7.87M - $7.97M
|
643K
$33.5M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
91.8KNew |
$4.56M - $4.62M
|
91.8K
$4.79M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
67.9KNew |
$3.38M - $3.42M
|
67.9K
$3.54M
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
53.1K+ 377.81% |
$2.64M - $2.67M
|
67.1K
$3.5M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.5K+ 264.55% |
$1.22M - $1.24M
|
33.8K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
14.2KNew |
$704K - $713K
|
14.2K
$738K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
13.1KNew |
$654K - $662K
|
13.1K
$685K
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
10.7K+ 106.87% |
$533K - $540K
|
20.7K
$1.08M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.5KNew |
$522K - $528K
|
10.5K
$547K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.17KNew |
$307K - $311K
|
6.17K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.04KNew |
$300K - $304K
|
6.04K
$315K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.49KNew |
$273K - $276K
|
5.49K
$286K
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
BUY
|
- |
5.44KNew |
$270K - $274K
|
5.44K
$283K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.15KNew |
$256K - $259K
|
5.15K
$269K
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.74KNew |
$236K - $239K
|
4.74K
$247K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.03KNew |
$201K - $203K
|
4.03K
$210K
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4K+ 7.35% |
$199K - $201K
|
58.4K
$3.05M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.15KNew |
$157K - $159K
|
3.15K
$164K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.25KNew |
$112K - $113K
|
2.25K
$117K
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
2.2K+ 21.85% |
$109K - $111K
|
12.3K
$640K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.06KNew |
$102K - $104K
|
2.06K
$107K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
1.9K+ 1.12% |
$94.6K - $95.8K
|
172K
$8.98M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.9KNew |
$94.5K - $95.7K
|
1.9K
$99.1K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$86.9K - $88K
|
1.75K
$91.1K
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.7K+ 34.69% |
$84.6K - $85.6K
|
6.6K
$344K
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.33K+ 1900.0% |
$66.2K - $67K
|
1.4K
$73K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
996+ 5.62% |
$49.5K - $50.2K
|
18.7K
$976K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
908New |
$45.2K - $45.7K
|
908
$47.3K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
801New |
$39.8K - $40.3K
|
801
$41.8K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$39.8K - $40.3K
|
800
$41.7K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
717+ 2.73% |
$35.7K - $36.1K
|
27K
$1.41M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
673New |
$33.5K - $33.9K
|
673
$35.1K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
639+ 12.26% |
$31.8K - $32.2K
|
5.85K
$305K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
595New |
$29.6K - $30K
|
595
$31K
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
592+ 7.73% |
$29.4K - $29.8K
|
8.25K
$430K
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
575+ 0.86% |
$28.6K - $29K
|
67.1K
$3.5M
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
338New |
$16.8K - $17K
|
338
$17.6K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 6.37% |
$14.4K - $14.6K
|
4.83K
$252K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
246New |
$12.2K - $12.4K
|
246
$12.8K
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
244New |
$12.1K - $12.3K
|
244
$12.7K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$9.95K - $10.1K
|
200
$10.4K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
60+ 0.57% |
$2.98K - $3.02K
|
10.6K
$553K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
43+ 0.87% |
$2.14K - $2.17K
|
5K
$261K
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.39K - $1.41K
|
28
$1.46K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$796 - $806
|
16
$834
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$49.7 - $50.4
|
6.04K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
930KNew |
$46.5M - $47.2M
|
930K
$48.5M
|