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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77K+ 1.74% |
$192K - $199K
|
221K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.76K+ 8.76% |
$192K - $198K
|
46.6K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.75K+ 4.55% |
$191K - $198K
|
86K
$4.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.67K+ 0.95% |
$187K - $193K
|
390K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.63K+ 13.66% |
$185K - $191K
|
30.2K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 4.0% |
$181K - $187K
|
92K
$4.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.48KNew |
$178K - $184K
|
3.48K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48K+ 51.93% |
$177K - $183K
|
10.2K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.44K+ 35.23% |
$176K - $181K
|
13.2K
$686K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.37K+ 58.03% |
$172K - $177K
|
9.16K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.26K+ 2.26% |
$166K - $172K
|
147K
$7.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.26K+ 81.81% |
$166K - $172K
|
7.24K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.2K+ 1986.96% |
$163K - $169K
|
3.36K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.15K+ 4.13% |
$161K - $166K
|
79.5K
$4.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3.14K+ 5.23% |
$160K - $165K
|
63.1K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.11K+ 5.1% |
$159K - $164K
|
64.1K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3K+ 5.68% |
$153K - $158K
|
55.8K
$2.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.98K+ 10.74% |
$152K - $157K
|
30.7K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.9K+ 7.8% |
$148K - $153K
|
40.1K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.65K+ 3.32% |
$135K - $140K
|
82.6K
$4.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.63K+ 2.26% |
$134K - $139K
|
119K
$6.18M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.62K+ 13.17% |
$134K - $138K
|
22.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 12.01% |
$126K - $130K
|
23K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.46KNew |
$126K - $130K
|
2.46K
$128K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.4K+ 42.83% |
$122K - $127K
|
8K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.38K+ 14.33% |
$121K - $125K
|
19K
$986K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36K+ 7.43% |
$120K - $124K
|
34.1K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 14.82% |
$118K - $122K
|
18K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.26K+ 4.61% |
$115K - $119K
|
51.3K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.25K+ 23.42% |
$115K - $119K
|
11.9K
$616K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.19KNew |
$112K - $116K
|
2.19K
$114K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 3.15% |
$111K - $115K
|
71.5K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 3.03% |
$110K - $114K
|
73.4K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.15K+ 39.67% |
$110K - $113K
|
7.57K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$109K - $112K
|
2.13K
$111K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 2.08% |
$109K - $112K
|
105K
$5.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.07K+ 3.21% |
$106K - $109K
|
66.6K
$3.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.97KNew |
$101K - $104K
|
1.97K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.93KNew |
$98.6K - $102K
|
1.93K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.86K+ 1.22% |
$95.1K - $98.3K
|
154K
$8.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.8K+ 0.68% |
$91.9K - $95K
|
266K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.78K+ 10.55% |
$90.6K - $93.7K
|
18.6K
$966K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.76K+ 5.01% |
$90K - $93K
|
37K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.76K+ 7.15% |
$89.8K - $92.8K
|
26.4K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.66K+ 1.8% |
$84.7K - $87.6K
|
93.9K
$4.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.66K+ 4.9% |
$84.4K - $87.3K
|
35.4K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 11.47% |
$83.2K - $86K
|
15.8K
$823K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.71% |
$82.3K - $85.1K
|
45.1K
$2.34M
|