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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
55.1KNew |
$2.81M - $2.91M
|
55.1K
$2.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
55K+ 4.96% |
$2.81M - $2.9M
|
1.16M
$60.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
54.7K+ 6.76% |
$2.79M - $2.89M
|
864K
$44.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54K+ 18.16% |
$2.76M - $2.85M
|
352K
$18.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
54K+ 9.47% |
$2.76M - $2.85M
|
625K
$32.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 372.21% |
$2.61M - $2.7M
|
64.9K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
51K+ 2.36% |
$2.6M - $2.69M
|
2.21M
$114M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
49.3KNew |
$2.52M - $2.6M
|
49.3K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
49.2K+ 32.89% |
$2.51M - $2.59M
|
199K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48.5KNew |
$2.48M - $2.56M
|
48.5K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
48.5KNew |
$2.48M - $2.56M
|
48.5K
$2.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
47.8K+ 2.54% |
$2.44M - $2.52M
|
1.93M
$100M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
47K+ 6.75% |
$2.4M - $2.48M
|
743K
$38.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
45.8K+ 23.02% |
$2.34M - $2.41M
|
245K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
44.9K+ 7.6% |
$2.29M - $2.37M
|
635K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.6K+ 3.03% |
$2.27M - $2.35M
|
1.52M
$78.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
44.2K+ 674.36% |
$2.26M - $2.33M
|
50.8K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
43.6K+ 6.76% |
$2.23M - $2.3M
|
689K
$35.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
43.1K+ 4.65% |
$2.2M - $2.27M
|
969K
$50.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42.5K+ 32.78% |
$2.17M - $2.24M
|
172K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 979.71% |
$2.05M - $2.12M
|
44.3K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.2K+ 3.73% |
$2.05M - $2.12M
|
1.12M
$57.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
39.8KNew |
$2.03M - $2.1M
|
39.8K
$2.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
38.6K+ 4.28% |
$1.97M - $2.03M
|
939K
$48.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
38.4K+ 6.09% |
$1.96M - $2.03M
|
669K
$34.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 21.24% |
$1.96M - $2.02M
|
219K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.2K+ 280.82% |
$1.95M - $2.01M
|
51.7K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.1K+ 17.33% |
$1.94M - $2.01M
|
258K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
36.3K+ 293.77% |
$1.85M - $1.91M
|
48.6K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
35.9KNew |
$1.83M - $1.89M
|
35.9K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35.6K+ 6.46% |
$1.81M - $1.88M
|
586K
$30.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
35.2K+ 13.99% |
$1.79M - $1.85M
|
287K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
34.9KNew |
$1.78M - $1.84M
|
34.9K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
34.3K+ 5.43% |
$1.75M - $1.81M
|
665K
$34.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33.7K+ 6.01% |
$1.72M - $1.78M
|
594K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
32.7K+ 3.28% |
$1.67M - $1.73M
|
1.03M
$53.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
31.8K+ 400.9% |
$1.62M - $1.68M
|
39.7K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.3K+ 16.65% |
$1.55M - $1.6M
|
213K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29K+ 15.68% |
$1.48M - $1.53M
|
214K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
28.3K+ 7.9% |
$1.44M - $1.49M
|
387K
$20M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
27.8K+ 133.3% |
$1.42M - $1.47M
|
48.6K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.1K+ 30.1% |
$1.38M - $1.43M
|
117K
$6.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
26.9K+ 6.71% |
$1.37M - $1.42M
|
428K
$22.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26.8K+ 1.96% |
$1.37M - $1.41M
|
1.39M
$72M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
26.2K+ 60.89% |
$1.33M - $1.38M
|
69.1K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.8K+ 531.05% |
$1.32M - $1.36M
|
30.7K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
24.9KNew |
$1.27M - $1.31M
|
24.9K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
24.9K+ 1.06% |
$1.27M - $1.31M
|
2.38M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
24.3K+ 10.67% |
$1.24M - $1.28M
|
252K
$13.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
23.6K+ 13.08% |
$1.2M - $1.24M
|
204K
$10.6M
|