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 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
$251K
|
|
|
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
$551K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
43+ 0.87% |
$2.14K - $2.17K
|
5K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.39K - $1.41K
|
28
$1.45K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$796 - $806
|
16
$831
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$49.7 - $50.4
|
6.04K
$314K
|
|
|
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
$48.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
670KNew |
$33.5M - $34M
|
670K
$34.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
240KNew |
$12M - $12.2M
|
240K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.9K+ 8.69% |
$3.35M - $3.39M
|
836K
$43.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
59KNew |
$2.95M - $3M
|
59K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.5K+ 18.06% |
$1.08M - $1.09M
|
141K
$7.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.3KNew |
$867K - $880K
|
17.3K
$901K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.2KNew |
$460K - $467K
|
9.2K
$478K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
7.53K+ 188.16% |
$377K - $382K
|
11.5K
$599K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
7.35KNew |
$368K - $373K
|
7.35K
$382K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.53KNew |
$327K - $332K
|
6.53K
$339K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.98KNew |
$249K - $253K
|
4.98K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.49K+ 8.86% |
$225K - $228K
|
55.2K
$2.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$204K - $207K
|
4.09K
$212K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.39K+ 60.45% |
$170K - $172K
|
9.01K
$468K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98K+ 9.94% |
$149K - $151K
|
32.9K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.78KNew |
$88.8K - $90.1K
|
1.78K
$92.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.27K+ 17.98% |
$63.7K - $64.6K
|
8.35K
$434K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.62% |
$53K - $53.8K
|
19.9K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
776New |
$38.8K - $39.4K
|
776
$40.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$30K - $30.5K
|
600
$31.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
480+ 39.83% |
$24K - $24.4K
|
1.69K
$87.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
309+ 3.08% |
$15.5K - $15.7K
|
10.3K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$15K - $15.2K
|
300
$15.6K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
198+ 3.99% |
$9.9K - $10.1K
|
5.16K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
160+ 0.43% |
$8K - $8.12K
|
37.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
$7.95K - $8.07K
|
159
$8.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
122+ 0.79% |
$6.1K - $6.19K
|
15.5K
$806K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$6.05K - $6.14K
|
121
$6.29K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
89+ 80.18% |
$4.45K - $4.52K
|
200
$10.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 1.01% |
$3.45K - $3.5K
|
6.88K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
30New |
$1.5K - $1.52K
|
30
$1.56K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.79% |
$1.35K - $1.37K
|
3.43K
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.8% |
$600 - $609
|
1.52K
$78.9K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64MNew |
$81.3M - $83.3M
|
1.64M
$85.2M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105KNew |
$5.19M - $5.31M
|
105K
$5.44M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
97.9K+ 8.25% |
$4.85M - $4.97M
|
1.29M
$66.8M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.9KNew |
$839K - $860K
|
16.9K
$880K
|
|