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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
57.4K+ 2.5% |
$2.91M - $2.94M
|
2.35M
$123M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
56.2KNew |
$2.85M - $2.89M
|
56.2K
$2.93M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
55.5K+ 3.87% |
$2.81M - $2.85M
|
1.49M
$77.8M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.9KNew |
$2.68M - $2.72M
|
52.9K
$2.76M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51.9K+ 21.11% |
$2.63M - $2.66M
|
297K
$15.5M
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
50.9K+ 20.63% |
$2.58M - $2.61M
|
298K
$15.5M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48.9K+ 11.49% |
$2.48M - $2.51M
|
475K
$24.8M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
44.7KNew |
$2.26M - $2.29M
|
44.7K
$2.33M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
44.7K+ 16.07% |
$2.26M - $2.29M
|
323K
$16.8M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
42.6K+ 37.49% |
$2.16M - $2.18M
|
156K
$8.14M
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
41.9K+ 2.8% |
$2.12M - $2.15M
|
1.54M
$80.3M
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
41.5K+ 27.72% |
$2.1M - $2.13M
|
191K
$9.97M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39.9K+ 5118.85% |
$2.02M - $2.05M
|
40.7K
$2.12M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.2K+ 8.08% |
$1.99M - $2.01M
|
525K
$27.4M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
38.8K+ 7.3% |
$1.96M - $1.99M
|
571K
$29.7M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
38.6K+ 4.48% |
$1.96M - $1.98M
|
901K
$47M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38.2K+ 2.07% |
$1.93M - $1.96M
|
1.88M
$98.2M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
33.6KNew |
$1.7M - $1.72M
|
33.6K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.5K+ 97.82% |
$1.7M - $1.72M
|
67.7K
$3.53M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.7K+ 8.06% |
$1.61M - $1.63M
|
425K
$22.2M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
30K+ 15.0% |
$1.52M - $1.54M
|
230K
$12M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$1.43M - $1.45M
|
28.3K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
28.3K+ 222.5% |
$1.43M - $1.45M
|
41K
$2.14M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
27.1KNew |
$1.37M - $1.39M
|
27.1K
$1.41M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.7KNew |
$1.35M - $1.37M
|
26.7K
$1.39M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7K+ 2.45% |
$1.3M - $1.32M
|
1.08M
$56.2M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
25.6K+ 1.98% |
$1.29M - $1.31M
|
1.32M
$68.6M
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
23.4K+ 12.11% |
$1.19M - $1.2M
|
217K
$11.3M
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.3K+ 8.92% |
$1.18M - $1.2M
|
285K
$14.8M
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
23.2K+ 20.6% |
$1.18M - $1.19M
|
136K
$7.09M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
22.7K+ 9.91% |
$1.15M - $1.16M
|
251K
$13.1M
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
20.6K+ 16.68% |
$1.04M - $1.06M
|
144K
$7.52M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 0.55% |
$1.02M - $1.03M
|
3.7M
$193M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
20K+ 226.51% |
$1.01M - $1.02M
|
28.8K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.9K+ 174.92% |
$955K - $967K
|
29.6K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.8K+ 91.99% |
$950K - $962K
|
39.2K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
18.3K+ 2.22% |
$928K - $940K
|
843K
$44M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 12.43% |
$907K - $919K
|
162K
$8.45M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.9K+ 71.03% |
$905K - $917K
|
43.1K
$2.24M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.6K+ 185.2% |
$893K - $905K
|
27.2K
$1.42M
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16.9KNew |
$853K - $865K
|
16.9K
$879K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.8K+ 2.25% |
$850K - $862K
|
765K
$39.9M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.5K+ 9.94% |
$835K - $846K
|
182K
$9.5M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 1.66% |
$825K - $836K
|
998K
$52.1M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16.2KNew |
$820K - $830K
|
16.2K
$844K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.9K+ 5.55% |
$807K - $818K
|
303K
$15.8M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
15.7K+ 2.74% |
$798K - $808K
|
590K
$30.8M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.3K+ 1.33% |
$775K - $785K
|
1.17M
$60.9M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$763K - $773K
|
15.1K
$786K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15K+ 13.51% |
$758K - $768K
|
126K
$6.56M
|