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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.5KNew |
$122K - $128K
|
2.5K
$130K
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.44K+ 22.04% |
$120K - $125K
|
13.5K
$704K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.73KNew |
$84.7K - $88.4K
|
1.73K
$89.8K
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.54K+ 14.74% |
$75.6K - $79K
|
12K
$624K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.06KNew |
$51.8K - $54.1K
|
1.06K
$54.9K
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 14.29% |
$49.1K - $51.3K
|
8K
$416K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
740+ 1.8% |
$36.3K - $37.9K
|
41.8K
$2.18M
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.5K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.5K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
428+ 10.49% |
$21K - $21.9K
|
4.51K
$235K
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
395+ 9.14% |
$19.4K - $20.3K
|
4.72K
$246K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
263New |
$12.9K - $13.5K
|
263
$13.7K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
159New |
$7.8K - $8.15K
|
159
$8.28K
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
129+ 1.87% |
$6.33K - $6.61K
|
7.02K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.37% |
$3.48K - $3.64K
|
5.27K
$274K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
67New |
$3.29K - $3.44K
|
67
$3.49K
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
60+ 1.24% |
$2.94K - $3.08K
|
4.91K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
40+ 0.92% |
$1.96K - $2.05K
|
4.4K
$229K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$442 - $461
|
6.88K
$358K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
268KNew |
$13.4M - $13.9M
|
268K
$14M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
255KNew |
$12.7M - $13.2M
|
255K
$13.3M
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
91.1K+ 302.26% |
$4.54M - $4.7M
|
121K
$6.31M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.1KNew |
$2.4M - $2.48M
|
48.1K
$2.5M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
30.5KNew |
$1.52M - $1.57M
|
30.5K
$1.59M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
14.2KNew |
$706K - $731K
|
14.2K
$737K
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.16KNew |
$307K - $318K
|
6.16K
$321K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.07KNew |
$252K - $261K
|
5.07K
$264K
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.83K+ 2.02% |
$241K - $250K
|
244K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.27K+ 10.29% |
$213K - $220K
|
45.8K
$2.38M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.26K+ 34.11% |
$212K - $220K
|
16.8K
$872K
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.17KNew |
$208K - $215K
|
4.17K
$217K
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.96KNew |
$197K - $204K
|
3.96K
$206K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$117K - $121K
|
2.35K
$122K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.16KNew |
$57.6K - $59.6K
|
1.16K
$60.1K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
752New |
$37.5K - $38.8K
|
752
$39.1K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
700New |
$34.9K - $36.1K
|
700
$36.4K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
688+ 7.75% |
$34.3K - $35.5K
|
9.57K
$498K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
535+ 24.47% |
$26.7K - $27.6K
|
2.72K
$142K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
410New |
$20.4K - $21.2K
|
410
$21.3K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
188New |
$9.37K - $9.7K
|
188
$9.79K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
93New |
$4.64K - $4.8K
|
93
$4.84K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.09% |
$249 - $258
|
5.75K
$299K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4+ 0.46% |
$199 - $206
|
879
$45.8K
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3+ 0.08% |
$150 - $155
|
3.99K
$208K
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
185K+ 38.1% |
$9.53M - $9.96M
|
671K
$34.9M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
72.2KNew |
$3.72M - $3.89M
|
72.2K
$3.76M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
9.78KNew |
$504K - $527K
|
9.78K
$509K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
325New |
$16.7K - $17.5K
|
325
$16.9K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
268K+ 64.98% |
$14.4M - $14.6M
|
680K
$35.4M
|