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 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.95K+ 4.17% |
$354K - $366K
|
173K
$8.98M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.93K+ 14.42% |
$354K - $366K
|
55K
$2.85M
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
6.76K+ 160.45% |
$345K - $356K
|
11K
$568K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.73K+ 4.44% |
$343K - $355K
|
158K
$8.21M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.6K+ 3.4% |
$337K - $348K
|
200K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
6.52KNew |
$333K - $344K
|
6.52K
$338K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.41KNew |
$327K - $338K
|
6.41K
$332K
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
6.39K+ 2.53% |
$326K - $337K
|
259K
$13.4M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.18KNew |
$315K - $326K
|
6.18K
$320K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.09KNew |
$311K - $321K
|
6.09K
$316K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6K+ 20.24% |
$306K - $316K
|
35.6K
$1.85M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.92KNew |
$302K - $312K
|
5.92K
$307K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.72K+ 15.46% |
$292K - $302K
|
42.7K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.7KNew |
$291K - $301K
|
5.7K
$295K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.63K+ 79.52% |
$287K - $297K
|
12.7K
$659K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.6KNew |
$286K - $295K
|
5.6K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.57KNew |
$284K - $293K
|
5.57K
$288K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.54KNew |
$282K - $292K
|
5.54K
$287K
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
5.53K+ 1.86% |
$282K - $292K
|
302K
$15.7M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.45K+ 2.87% |
$278K - $287K
|
195K
$10.1M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.34KNew |
$272K - $282K
|
5.34K
$277K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.26K+ 8.91% |
$269K - $278K
|
64.4K
$3.33M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.23K+ 7.78% |
$267K - $276K
|
72.4K
$3.75M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.19K+ 45.93% |
$265K - $273K
|
16.5K
$854K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.16KNew |
$263K - $272K
|
5.16K
$267K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
5.15K+ 3.5% |
$263K - $272K
|
152K
$7.89M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.12K+ 1.25% |
$261K - $270K
|
413K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.09K+ 196.98% |
$259K - $268K
|
7.67K
$397K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.06K+ 6.94% |
$258K - $267K
|
77.9K
$4.04M
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.97K+ 20.24% |
$253K - $262K
|
29.5K
$1.53M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.93K+ 109.92% |
$252K - $260K
|
9.42K
$488K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.88KNew |
$249K - $257K
|
4.88K
$253K
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
4.86K+ 3.96% |
$248K - $257K
|
128K
$6.61M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.84K+ 1.98% |
$247K - $255K
|
249K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.83K+ 144.08% |
$247K - $255K
|
8.19K
$424K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4.73K+ 4.94% |
$241K - $249K
|
100K
$5.2M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.72KNew |
$241K - $249K
|
4.72K
$245K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.62K+ 12.38% |
$236K - $244K
|
41.9K
$2.17M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$220K - $227K
|
4.31K
$223K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$211K - $218K
|
4.14K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.07K+ 0.78% |
$207K - $214K
|
528K
$27.4M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.04KNew |
$206K - $213K
|
4.04K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.02K+ 2.08% |
$205K - $212K
|
197K
$10.2M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 4.31% |
$200K - $206K
|
94.7K
$4.91M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
3.9KNew |
$199K - $205K
|
3.9K
$202K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.85KNew |
$196K - $203K
|
3.85K
$199K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.85KNew |
$196K - $203K
|
3.85K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.82K+ 18.42% |
$195K - $202K
|
24.6K
$1.27M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.81KNew |
$195K - $201K
|
3.81K
$198K
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.8KNew |
$194K - $201K
|
3.8K
$197K
|