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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50.5K+ 3.9% |
$2.61M - $2.66M
|
1.34M
$71.3M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
49.2K+ 29.6% |
$2.54M - $2.59M
|
215K
$11.4M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
49.1K+ 11.19% |
$2.54M - $2.59M
|
488K
$25.9M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.4K+ 352.17% |
$2.5M - $2.55M
|
62.1K
$3.3M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
47.8K+ 2.52% |
$2.47M - $2.52M
|
1.95M
$103M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
45.6K+ 5.16% |
$2.35M - $2.4M
|
929K
$49.3M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.6K+ 1.21% |
$2.3M - $2.35M
|
3.74M
$198M
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
44.5K+ 14.62% |
$2.3M - $2.35M
|
349K
$18.5M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
43.2K+ 6.38% |
$2.23M - $2.28M
|
720K
$38.2M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.8K+ 6.57% |
$2.21M - $2.26M
|
694K
$36.8M
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
42.6K+ 75.64% |
$2.2M - $2.25M
|
98.8K
$5.24M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.5K+ 1.4% |
$2.09M - $2.14M
|
2.94M
$156M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40.1K+ 8.73% |
$2.07M - $2.12M
|
500K
$26.5M
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
39K+ 4.53% |
$2.02M - $2.06M
|
901K
$47.8M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
36.6K+ 2.27% |
$1.89M - $1.93M
|
1.65M
$87.4M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
36.5K+ 24.79% |
$1.88M - $1.92M
|
183K
$9.73M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35K+ 19.7% |
$1.81M - $1.85M
|
213K
$11.3M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34.1K+ 11.32% |
$1.76M - $1.8M
|
335K
$17.8M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
33K+ 2.95% |
$1.71M - $1.74M
|
1.15M
$61.2M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.9K+ 1.05% |
$1.65M - $1.68M
|
3.07M
$163M
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
31.7K+ 73.86% |
$1.64M - $1.67M
|
74.5K
$3.95M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31K+ 28.39% |
$1.6M - $1.64M
|
140K
$7.44M
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
30.2K+ 9.84% |
$1.56M - $1.59M
|
337K
$17.9M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
30K+ 26.55% |
$1.55M - $1.58M
|
143K
$7.59M
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
29.9K+ 12.85% |
$1.54M - $1.58M
|
262K
$13.9M
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
28.8KNew |
$1.49M - $1.52M
|
28.8K
$1.53M
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
28K+ 8.73% |
$1.45M - $1.48M
|
348K
$18.5M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
27.9K+ 54.31% |
$1.44M - $1.47M
|
79.2K
$4.2M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
26.4K+ 2.09% |
$1.37M - $1.39M
|
1.29M
$68.6M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.3K+ 5.39% |
$1.36M - $1.39M
|
514K
$27.3M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
26.2K+ 1541.3% |
$1.36M - $1.38M
|
27.9K
$1.48M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 8.45% |
$1.32M - $1.35M
|
329K
$17.4M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.3K+ 10779.57% |
$1.31M - $1.34M
|
25.6K
$1.36M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24.3K+ 3.05% |
$1.26M - $1.28M
|
822K
$43.6M
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.9K+ 1.63% |
$1.24M - $1.26M
|
1.49M
$79.2M
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
22.5K+ 267.19% |
$1.16M - $1.19M
|
30.9K
$1.64M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.4K+ 8.89% |
$1.16M - $1.18M
|
275K
$14.6M
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
22K+ 7.93% |
$1.14M - $1.16M
|
299K
$15.9M
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.7KNew |
$1.12M - $1.14M
|
21.7K
$1.15M
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
21.2KNew |
$1.1M - $1.12M
|
21.2K
$1.13M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
20.7KNew |
$1.07M - $1.09M
|
20.7K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$1.06M - $1.09M
|
20.6K
$1.09M
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
20K+ 1.29% |
$1.03M - $1.06M
|
1.57M
$83.2M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.5KNew |
$1.01M - $1.03M
|
19.5K
$1.04M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19K+ 7.36% |
$981K - $1M
|
277K
$14.7M
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
18.3K+ 10.14% |
$947K - $967K
|
199K
$10.6M
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.6KNew |
$908K - $927K
|
17.6K
$932K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
16.9KNew |
$876K - $894K
|
16.9K
$899K
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
16.9K+ 12.72% |
$875K - $893K
|
150K
$7.96M
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
16.4K+ 15.12% |
$848K - $866K
|
125K
$6.63M
|