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 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
30.5KNew |
$1.52M - $1.57M
|
30.5K
$1.62M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
14.2KNew |
$706K - $731K
|
14.2K
$751K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.16KNew |
$307K - $318K
|
6.16K
$327K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.07KNew |
$252K - $261K
|
5.07K
$269K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.83K+ 2.02% |
$241K - $250K
|
244K
$12.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.27K+ 10.29% |
$213K - $220K
|
45.8K
$2.43M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.26K+ 34.11% |
$212K - $220K
|
16.8K
$889K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.17KNew |
$208K - $215K
|
4.17K
$221K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.96KNew |
$197K - $204K
|
3.96K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$117K - $121K
|
2.35K
$125K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.16KNew |
$57.6K - $59.6K
|
1.16K
$61.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
752New |
$37.5K - $38.8K
|
752
$39.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
700New |
$34.9K - $36.1K
|
700
$37.1K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
688+ 7.75% |
$34.3K - $35.5K
|
9.57K
$508K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
410New |
$20.4K - $21.2K
|
410
$21.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
188New |
$9.37K - $9.7K
|
188
$9.97K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
93New |
$4.64K - $4.8K
|
93
$4.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.09% |
$249 - $258
|
5.75K
$305K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4+ 0.46% |
$199 - $206
|
879
$46.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3+ 0.08% |
$150 - $155
|
3.99K
$212K
|
|
|
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
$35.6M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
72.2KNew |
$3.72M - $3.89M
|
72.2K
$3.83M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
9.78KNew |
$504K - $527K
|
9.78K
$519K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
325New |
$16.7K - $17.5K
|
325
$17.2K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33.6KNew |
$1.81M - $1.84M
|
33.6K
$1.78M
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.47KNew |
$456K - $463K
|
8.47K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
8.2KNew |
$441K - $448K
|
8.2K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7KNew |
$377K - $383K
|
7K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.38KNew |
$236K - $239K
|
4.38K
$232K
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.89KNew |
$210K - $213K
|
3.89K
$207K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
350New |
$18.8K - $19.1K
|
350
$18.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$7.37K - $7.49K
|
137
$7.27K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
9New |
$484 - $492
|
9
$477
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
54.4KNew |
$2.97M - $2.99M
|
54.4K
$2.89M
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.8K+ 14.12% |
$2.06M - $2.08M
|
306K
$16.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.8KNew |
$1.46M - $1.47M
|
26.8K
$1.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.09M - $1.1M
|
20K
$1.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
12KNew |
$655K - $659K
|
12K
$637K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.75K+ 46.57% |
$95.6K - $96.1K
|
5.51K
$292K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
66.9KNew |
$3.65M - $3.67M
|
66.9K
$3.55M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.63KNew |
$307K - $309K
|
5.63K
$298K
|
|
|
Oct 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.75KNew |
$205K - $206K
|
3.75K
$199K
|
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.35K+ 5.89% |
$128K - $129K
|
42.3K
$2.25M
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.74M+ 23.54% |
$95M - $96.2M
|
9.15M
$486M
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
320New |
$17.4K - $17.7K
|
320
$17K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
368KNew |
$20.2M - $20.3M
|
368K
$19.5M
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$83.1K - $83.6K
|
1.52K
$80.4K
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.39KNew |
$76K - $76.6K
|
1.39K
$73.6K
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
49New |
$2.68K - $2.7K
|
49
$2.6K
|
|