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 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
268K+ 64.98% |
$14.4M - $14.6M
|
680K
$35.7M
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33.6KNew |
$1.81M - $1.84M
|
33.6K
$1.77M
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.47KNew |
$456K - $463K
|
8.47K
$445K
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
8.2KNew |
$441K - $448K
|
8.2K
$431K
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7KNew |
$377K - $383K
|
7K
$368K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.38KNew |
$236K - $239K
|
4.38K
$230K
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.89KNew |
$210K - $213K
|
3.89K
$204K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
350New |
$18.8K - $19.1K
|
350
$18.4K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$7.37K - $7.49K
|
137
$7.19K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
9New |
$484 - $492
|
9
$473
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
54.4KNew |
$2.97M - $2.99M
|
54.4K
$2.86M
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.8K+ 14.12% |
$2.06M - $2.08M
|
306K
$16M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.8KNew |
$1.46M - $1.47M
|
26.8K
$1.41M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.09M - $1.1M
|
20K
$1.05M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
12KNew |
$655K - $659K
|
12K
$630K
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.75K+ 46.57% |
$95.6K - $96.1K
|
5.51K
$289K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
66.9KNew |
$3.65M - $3.67M
|
66.9K
$3.51M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.63KNew |
$307K - $309K
|
5.63K
$295K
|
|
Oct 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.75KNew |
$205K - $206K
|
3.75K
$197K
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.35K+ 5.89% |
$128K - $129K
|
42.3K
$2.22M
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.74M+ 23.54% |
$95M - $96.2M
|
9.15M
$481M
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
320New |
$17.4K - $17.7K
|
320
$16.8K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
368KNew |
$20.2M - $20.3M
|
368K
$19.3M
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$83.1K - $83.6K
|
1.52K
$79.6K
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.39KNew |
$76K - $76.6K
|
1.39K
$72.9K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
49New |
$2.68K - $2.7K
|
49
$2.57K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
101KNew |
$5.53M - $5.57M
|
101K
$5.31M
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.7K+ 17.55% |
$1.18M - $1.24M
|
152K
$7.98M
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Banco Santander, S.A.
|
BUY
|
- |
13.7KNew |
$647K - $747K
|
13.7K
$720K
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$354K - $409K
|
7.5K
$394K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
54KNew |
$2.79M - $2.85M
|
54K
$2.84M
|
|
Q4 2018 | |||||||
Jan 14, 2019
Q4 2018
|
Sl Advisors, LLC
|
BUY
|
- |
19KNew |
$977K - $984K
|
19K
$999K
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
18.5KNew |
$949K - $956K
|
18.5K
$971K
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.42KNew |
$330K - $332K
|
6.42K
$337K
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.49KNew |
$76.7K - $77.3K
|
1.49K
$78.4K
|
|
Q3 2018 | |||||||
Oct 17, 2018
Q3 2018
|
Independence Bank Of Kentucky
|
BUY
|
- |
432+ 100.0% |
$22.4K - $22.5K
|
864
$45.4K
|
|
Nov 13, 2018
Q3 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
244+ 100.0% |
$12.6K - $12.7K
|
488
$25.6K
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
482+ 11.52% |
$24.9K - $25.1K
|
4.67K
$245K
|
|
Jul 27, 2018
Q2 2018
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
32+ 0.7% |
$1.66K - $1.67K
|
4.58K
$241K
|
|
Q3 2017 | |||||||
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
25New |
$1.32K - $1.32K
|
25
$1.31K
|
|
Q1 2016 | |||||||
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.24KNew |
N/A
|
1.24K
$65K
|