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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.3K+ 838.28% |
$2.54M - $2.58M
|
55.1K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
49K+ 3.45% |
$2.53M - $2.57M
|
1.47M
$77.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46.4K+ 9.91% |
$2.39M - $2.43M
|
515K
$27M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
46.3K+ 59.19% |
$2.39M - $2.43M
|
125K
$6.54M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
45.7K+ 46.75% |
$2.35M - $2.39M
|
143K
$7.53M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
45.3K+ 515.48% |
$2.33M - $2.37M
|
54.1K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44.3K+ 3.87% |
$2.28M - $2.32M
|
1.19M
$62.5M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
43.9KNew |
$2.26M - $2.3M
|
43.9K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
43K+ 4.31% |
$2.22M - $2.25M
|
1.04M
$54.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41K+ 40.76% |
$2.11M - $2.14M
|
141K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.8K+ 5.98% |
$2.1M - $2.14M
|
723K
$38M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
40.3KNew |
$2.08M - $2.11M
|
40.3K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
38.2K+ 1688.85% |
$1.97M - $2M
|
40.4K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
38.2K+ 11.58% |
$1.97M - $2M
|
368K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
37.5KNew |
$1.93M - $1.97M
|
37.5K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.3KNew |
$1.82M - $1.85M
|
35.3K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34.5K+ 8.11% |
$1.78M - $1.81M
|
460K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
33.3K+ 0.81% |
$1.71M - $1.74M
|
4.15M
$218M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
32.9K+ 3.97% |
$1.69M - $1.72M
|
862K
$45.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 22.34% |
$1.67M - $1.7M
|
178K
$9.32M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32.2K+ 11.87% |
$1.66M - $1.68M
|
303K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.9K+ 80.91% |
$1.59M - $1.62M
|
69.2K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30.3K+ 3.95% |
$1.56M - $1.59M
|
797K
$41.9M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
29.1KNew |
$1.5M - $1.52M
|
29.1K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.9K+ 6.16% |
$1.49M - $1.52M
|
499K
$26.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$1.44M - $1.46M
|
27.9K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
27.8KNew |
$1.43M - $1.45M
|
27.8K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
27.3KNew |
$1.41M - $1.43M
|
27.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
27.1K+ 1.96% |
$1.4M - $1.42M
|
1.41M
$74M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
27K+ 395.21% |
$1.39M - $1.42M
|
33.9K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26.6K+ 130.14% |
$1.37M - $1.39M
|
47K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.1K+ 3.65% |
$1.35M - $1.37M
|
742K
$39M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26.1K+ 48.96% |
$1.35M - $1.37M
|
79.4K
$4.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 3.96% |
$1.32M - $1.35M
|
675K
$35.5M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
25.6K+ 64.88% |
$1.32M - $1.34M
|
65K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
25.6K+ 11.0% |
$1.32M - $1.34M
|
258K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.3KNew |
$1.25M - $1.27M
|
24.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
22.3K+ 18.81% |
$1.15M - $1.17M
|
141K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22.1K+ 4.76% |
$1.14M - $1.16M
|
485K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
21.8K+ 448.97% |
$1.12M - $1.14M
|
26.6K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 3.44% |
$1.11M - $1.13M
|
651K
$34.2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
20.8K+ 2.85% |
$1.07M - $1.09M
|
750K
$39.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 11.54% |
$1.04M - $1.06M
|
195K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
19.6K+ 1.28% |
$1.01M - $1.03M
|
1.55M
$81.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.6K+ 26.26% |
$1.01M - $1.03M
|
94.1K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.4K+ 83.02% |
$950K - $965K
|
40.6K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
18.2K+ 8.15% |
$936K - $951K
|
241K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
17.6K+ 6.57% |
$908K - $923K
|
286K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
17.1K+ 66.11% |
$879K - $893K
|
42.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.4K+ 11.64% |
$843K - $856K
|
157K
$8.23M
|