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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 182.55% |
$834K - $847K
|
25K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.1KNew |
$829K - $843K
|
16.1K
$845K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
16K+ 79.02% |
$826K - $839K
|
36.3K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15.8K+ 11.91% |
$814K - $827K
|
148K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.6K+ 28.71% |
$803K - $816K
|
69.8K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.5K+ 10.2% |
$800K - $814K
|
168K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.2K+ 263.7% |
$781K - $794K
|
20.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
14.7K+ 91.71% |
$755K - $767K
|
30.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.5K+ 102.11% |
$749K - $762K
|
28.8K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 69.9% |
$731K - $743K
|
34.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14K+ 13.34% |
$722K - $734K
|
119K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14K+ 4.41% |
$721K - $733K
|
331K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.9K+ 2.1% |
$718K - $730K
|
677K
$35.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.9K+ 33.51% |
$663K - $674K
|
51.3K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
12.8KNew |
$660K - $671K
|
12.8K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 81.16% |
$635K - $646K
|
27.5K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3K+ 46.45% |
$631K - $642K
|
38.6K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.9K+ 4.2% |
$615K - $625K
|
296K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.7KNew |
$604K - $614K
|
11.7K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11.4K+ 1.8% |
$586K - $595K
|
642K
$33.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.9K+ 40.32% |
$562K - $571K
|
38K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 23.73% |
$561K - $571K
|
56.8K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
10.6K+ 3.42% |
$546K - $555K
|
320K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 0.99% |
$546K - $555K
|
1.08M
$56.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2K+ 38.11% |
$526K - $535K
|
37K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10.2K+ 19.27% |
$523K - $532K
|
62.9K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1KNew |
$522K - $531K
|
10.1K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
10.1K+ 12.87% |
$519K - $527K
|
88.3K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10K+ 12.81% |
$517K - $526K
|
88.4K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.98K+ 44.7% |
$514K - $523K
|
32.3K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.74K+ 5.72% |
$502K - $510K
|
180K
$9.46M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.73K+ 147.43% |
$501K - $510K
|
16.3K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.64K+ 160.96% |
$497K - $505K
|
15.6K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 10.28% |
$492K - $500K
|
102K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
9.53KNew |
$491K - $499K
|
9.53K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.18KNew |
$473K - $481K
|
9.18K
$482K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.14KNew |
$471K - $479K
|
9.14K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.65K+ 122.06% |
$446K - $453K
|
15.7K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.63K+ 7.35% |
$445K - $452K
|
126K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
8.6K+ 92.97% |
$443K - $450K
|
17.9K
$937K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.49KNew |
$437K - $444K
|
8.49K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.42KNew |
$434K - $441K
|
8.42K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.4KNew |
$433K - $440K
|
8.4K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.4KNew |
$433K - $440K
|
8.4K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.34K+ 6.59% |
$430K - $437K
|
135K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.31K+ 40.42% |
$428K - $435K
|
28.9K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8.29K+ 5.33% |
$427K - $434K
|
164K
$8.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.15KNew |
$420K - $427K
|
8.15K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.05K+ 5.77% |
$415K - $422K
|
147K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.82K+ 95.42% |
$403K - $410K
|
16K
$841K
|