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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 56.73% |
$549K - $567K
|
31.2K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
9.52KNew |
$463K - $478K
|
9.52K
$498K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.35KNew |
$454K - $469K
|
9.35K
$489K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$351K - $362K
|
7.21K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.22K+ 127.45% |
$303K - $312K
|
11.1K
$581K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.04K+ 75.25% |
$294K - $303K
|
14.1K
$735K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.87KNew |
$285K - $294K
|
5.87K
$307K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.67KNew |
$276K - $285K
|
5.67K
$296K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.48KNew |
$266K - $275K
|
5.48K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.12KNew |
$249K - $257K
|
5.12K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$243K - $251K
|
5K
$261K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.93KNew |
$240K - $247K
|
4.93K
$258K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.86KNew |
$236K - $244K
|
4.86K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.84KNew |
$235K - $243K
|
4.84K
$253K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
4.24KNew |
$206K - $213K
|
4.24K
$221K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.07KNew |
$198K - $204K
|
4.07K
$213K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.06KNew |
$198K - $204K
|
4.06K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.61K+ 30.38% |
$127K - $131K
|
11.2K
$585K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.94K+ 35.5% |
$94.4K - $97.5K
|
7.41K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.38KNew |
$66.9K - $69K
|
1.38K
$71.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.2KNew |
$58.4K - $60.2K
|
1.2K
$62.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
970New |
$47.2K - $48.7K
|
970
$50.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
871+ 16.24% |
$42.4K - $43.7K
|
6.23K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
708+ 11.87% |
$34.4K - $35.5K
|
6.67K
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
677+ 13.85% |
$32.9K - $34K
|
5.57K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
550New |
$26.7K - $27.6K
|
550
$28.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
502New |
$24.4K - $25.2K
|
502
$26.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 32.68% |
$24.3K - $25.1K
|
2.03K
$106K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
378+ 6.15% |
$18.4K - $19K
|
6.53K
$341K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
238New |
$11.6K - $11.9K
|
238
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
232New |
$11.3K - $11.6K
|
232
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
207New |
$10.1K - $10.4K
|
207
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
171+ 132.56% |
$8.32K - $8.58K
|
300
$15.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
159New |
$7.73K - $7.98K
|
159
$8.31K
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
157+ 3.15% |
$7.63K - $7.88K
|
5.14K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
83+ 0.86% |
$4.04K - $4.17K
|
9.69K
$506K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
75New |
$3.65K - $3.76K
|
75
$3.92K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
68New |
$3.31K - $3.41K
|
68
$3.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
48New |
$2.33K - $2.41K
|
48
$2.51K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
44+ 5.12% |
$2.14K - $2.21K
|
904
$47.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$2.14K - $2.21K
|
44
$2.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17New |
$827 - $853
|
17
$889
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Nationwide Fund Advisors
|
BUY
|
- |
400KNew |
$19.6M - $20.5M
|
400K
$20.9M
|
|
|
Nov 10, 2022
Q3 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
296KNew |
$14.5M - $15.2M
|
296K
$15.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
73.5KNew |
$3.61M - $3.77M
|
73.5K
$3.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.5K+ 60.1% |
$2.53M - $2.64M
|
137K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.03M - $1.08M
|
21.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20KNew |
$982K - $1.03M
|
20K
$1.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.3KNew |
$700K - $732K
|
14.3K
$746K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
7.1K+ 5.93% |
$348K - $364K
|
127K
$6.63M
|
|