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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 1.01% |
$3.45K - $3.5K
|
6.88K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
30New |
$1.5K - $1.52K
|
30
$1.58K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.79% |
$1.35K - $1.37K
|
3.43K
$180K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.8% |
$600 - $609
|
1.52K
$79.7K
|
|
| 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
$86.2M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105KNew |
$5.19M - $5.31M
|
105K
$5.5M
|
|
|
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
$67.5M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.9KNew |
$839K - $860K
|
16.9K
$889K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
12.1KNew |
$600K - $615K
|
12.1K
$636K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
10.2KNew |
$508K - $520K
|
10.2K
$538K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$496K - $508K
|
10K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
9.94KNew |
$493K - $504K
|
9.94K
$522K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.4KNew |
$416K - $426K
|
8.4K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.91KNew |
$392K - $401K
|
7.91K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$246K - $252K
|
4.96K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.68KNew |
$232K - $238K
|
4.68K
$246K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.65K+ 67.72% |
$230K - $236K
|
11.5K
$604K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.64KNew |
$230K - $235K
|
4.64K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4KNew |
$198K - $203K
|
4K
$210K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
2.85K+ 27.27% |
$141K - $145K
|
13.3K
$698K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
2.08K+ 49.9% |
$103K - $106K
|
6.25K
$328K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.74KNew |
$86.2K - $88.3K
|
1.74K
$91.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
895New |
$44.4K - $45.4K
|
895
$47K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
847New |
$42K - $43K
|
847
$44.5K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
695New |
$34.4K - $35.3K
|
695
$36.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
620New |
$30.7K - $31.5K
|
620
$32.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
375New |
$18.6K - $19K
|
375
$19.7K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
364New |
$18K - $18.5K
|
364
$19.1K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
271New |
$13.4K - $13.8K
|
271
$14.2K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
267New |
$13.2K - $13.6K
|
267
$14K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
223+ 0.98% |
$11.1K - $11.3K
|
23K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
147New |
$7.29K - $7.46K
|
147
$7.72K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.96K - $5.08K
|
100
$5.25K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46New |
$2.28K - $2.33K
|
46
$2.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
26New |
$1.29K - $1.32K
|
26
$1.37K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 11.11% |
$248 - $254
|
50
$2.63K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.15% |
$49.6 - $50.8
|
662
$34.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.7MNew |
$374M - $386M
|
7.7M
$404M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
364KNew |
$17.7M - $18.3M
|
364K
$19.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
222KNew |
$10.8M - $11.1M
|
222K
$11.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
163KNew |
$7.93M - $8.19M
|
163K
$8.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
124K+ 778.4% |
$6.02M - $6.21M
|
140K
$7.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
42.9KNew |
$2.09M - $2.15M
|
42.9K
$2.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
30.4KNew |
$1.48M - $1.52M
|
30.4K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
22.3K+ 81.22% |
$1.09M - $1.12M
|
49.9K
$2.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
18.7KNew |
$909K - $939K
|
18.7K
$982K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
16.8KNew |
$819K - $845K
|
16.8K
$884K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12KNew |
$584K - $602K
|
12K
$630K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 56.73% |
$549K - $567K
|
31.2K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
9.52KNew |
$463K - $478K
|
9.52K
$500K
|
|