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 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.6K+ 16.91% |
$1.73M - $1.77M
|
232K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 14.06% |
$1.72M - $1.75M
|
271K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32.8K+ 1834.49% |
$1.69M - $1.72M
|
34.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32K+ 3.91% |
$1.65M - $1.68M
|
850K
$44.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
31.9K+ 10.69% |
$1.64M - $1.67M
|
330K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
30.6K+ 7.15% |
$1.58M - $1.61M
|
459K
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.6K+ 2.2% |
$1.58M - $1.61M
|
1.42M
$74.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30.4K+ 3.13% |
$1.57M - $1.6M
|
999K
$52.2M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
29.2KNew |
$1.51M - $1.53M
|
29.2K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.9KNew |
$1.44M - $1.47M
|
27.9K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
27.2KNew |
$1.4M - $1.43M
|
27.2K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.8K+ 9.23% |
$1.38M - $1.41M
|
317K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
26.8K+ 7.49% |
$1.38M - $1.41M
|
384K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25.5KNew |
$1.31M - $1.34M
|
25.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25K+ 377.09% |
$1.29M - $1.32M
|
31.7K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
24.2KNew |
$1.25M - $1.27M
|
24.2K
$1.27M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
23.7KNew |
$1.22M - $1.24M
|
23.7K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
23.5KNew |
$1.21M - $1.23M
|
23.5K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 6.5% |
$1.21M - $1.23M
|
383K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 13.1% |
$1.2M - $1.22M
|
201K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.3K+ 129.65% |
$1.2M - $1.22M
|
41.2K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.1K+ 7.73% |
$1.19M - $1.22M
|
322K
$16.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
22.3K+ 138.29% |
$1.15M - $1.17M
|
38.4K
$2.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.1K+ 3.08% |
$1.14M - $1.16M
|
742K
$38.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.1K+ 98.28% |
$1.14M - $1.16M
|
44.6K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
21.9K+ 60.03% |
$1.13M - $1.15M
|
58.4K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.9K+ 391.41% |
$1.13M - $1.15M
|
27.5K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.9K+ 2.93% |
$1.13M - $1.15M
|
767K
$40.1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.7K+ 1.85% |
$1.12M - $1.14M
|
1.2M
$62.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.5K+ 18.08% |
$1.11M - $1.13M
|
140K
$7.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.6K+ 127.77% |
$1.06M - $1.08M
|
36.7K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
20.3KNew |
$1.05M - $1.07M
|
20.3K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
20.2K+ 38.6% |
$1.04M - $1.06M
|
72.6K
$3.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
20.1K+ 7.0% |
$1.03M - $1.05M
|
307K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19.5KNew |
$1.01M - $1.03M
|
19.5K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$997K - $1.02M
|
19.3K
$1.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19K+ 7.92% |
$981K - $1M
|
259K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19K+ 19.79% |
$979K - $998K
|
115K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.1K+ 8.22% |
$935K - $953K
|
239K
$12.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$931K - $950K
|
18.1K
$945K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
18.1K+ 1.32% |
$931K - $949K
|
1.38M
$72.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18K+ 20.65% |
$927K - $945K
|
105K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
17.8KNew |
$918K - $936K
|
17.8K
$932K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.3K+ 10.53% |
$890K - $907K
|
181K
$9.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 16.85% |
$873K - $890K
|
117K
$6.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$822K - $838K
|
16K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.9K+ 13.55% |
$817K - $833K
|
133K
$6.95M
|