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 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.9K+ 8.19% |
$460K - $469K
|
118K
$6.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.11K+ 52.58% |
$419K - $428K
|
23.5K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8KNew |
$413K - $422K
|
8K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.83K+ 93.25% |
$405K - $413K
|
16.2K
$861K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.75K+ 27.32% |
$401K - $409K
|
36.1K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.74K+ 49.53% |
$400K - $408K
|
23.4K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.65K+ 13.38% |
$395K - $404K
|
64.9K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7.58K+ 1.97% |
$392K - $400K
|
392K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.51K+ 2.05% |
$388K - $396K
|
375K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.45KNew |
$385K - $393K
|
7.45K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.02KNew |
$363K - $370K
|
7.02K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7KNew |
$362K - $369K
|
7K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.95KNew |
$359K - $367K
|
6.95K
$369K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.87K+ 6.11% |
$355K - $363K
|
119K
$6.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.83K+ 3.29% |
$353K - $360K
|
214K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.75KNew |
$349K - $356K
|
6.75K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
6.57K+ 1.02% |
$340K - $347K
|
648K
$34.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6.51K+ 68.37% |
$337K - $344K
|
16K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.48K+ 8.62% |
$335K - $342K
|
81.7K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.46K+ 20.0% |
$334K - $341K
|
38.8K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.41KNew |
$331K - $338K
|
6.41K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.32K+ 6.58% |
$326K - $333K
|
102K
$5.42M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.18K+ 157.87% |
$319K - $326K
|
10.1K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.11K+ 7.35% |
$316K - $322K
|
89.2K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
5.89K+ 61.51% |
$304K - $311K
|
15.5K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.79K+ 4.04% |
$299K - $306K
|
149K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
5.77K+ 0.41% |
$298K - $305K
|
1.42M
$75.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.72K+ 19.83% |
$296K - $302K
|
34.6K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.71KNew |
$295K - $301K
|
5.71K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.38K+ 94.3% |
$278K - $284K
|
11.1K
$588K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.35KNew |
$276K - $282K
|
5.35K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.33KNew |
$276K - $281K
|
5.33K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
5.33K+ 7.08% |
$275K - $281K
|
80.5K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.17K+ 4.01% |
$267K - $273K
|
134K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.1K+ 4.09% |
$263K - $269K
|
130K
$6.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.03KNew |
$260K - $265K
|
5.03K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.01K+ 0.74% |
$259K - $264K
|
680K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.96K+ 3.01% |
$256K - $262K
|
170K
$8.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.96K+ 3.03% |
$256K - $262K
|
169K
$8.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.8KNew |
$248K - $253K
|
4.8K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.75K+ 34.62% |
$246K - $251K
|
18.5K
$980K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.7K+ 2.1% |
$243K - $248K
|
228K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.6K+ 1.96% |
$238K - $243K
|
239K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.51K+ 1322.29% |
$233K - $238K
|
4.85K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.47K+ 19.41% |
$231K - $236K
|
27.5K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.31K+ 57.21% |
$223K - $227K
|
11.8K
$628K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.25K+ 1.16% |
$220K - $224K
|
372K
$19.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.18KNew |
$216K - $220K
|
4.18K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.18KNew |
$216K - $220K
|
4.18K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 0.38% |
$214K - $218K
|
1.09M
$57.6M
|