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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.39K+ 2.63% |
$222K - $225K
|
171K
$8.93M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.36K+ 8.49% |
$221K - $224K
|
55.7K
$2.9M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.35K+ 9.21% |
$220K - $223K
|
51.6K
$2.69M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.26KNew |
$216K - $219K
|
4.26K
$222K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.24K+ 5.89% |
$215K - $218K
|
76.3K
$3.98M
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.21KNew |
$213K - $216K
|
4.21K
$220K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4.14K+ 10.66% |
$210K - $212K
|
43K
$2.24M
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.04K+ 8.8% |
$204K - $207K
|
49.9K
$2.6M
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$209K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$209K
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$202K - $205K
|
4K
$208K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.98KNew |
$202K - $204K
|
3.98K
$208K
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.96K+ 58.53% |
$200K - $203K
|
10.7K
$559K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$199K - $202K
|
3.93K
$205K
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.6K+ 0.69% |
$182K - $185K
|
523K
$27.3M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.41K+ 5.86% |
$172K - $175K
|
61.5K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.09K+ 2.04% |
$157K - $159K
|
154K
$8.05M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 9.59% |
$156K - $158K
|
35.1K
$1.83M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.07K+ 4.78% |
$155K - $157K
|
67.1K
$3.5M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.04K+ 40.33% |
$154K - $156K
|
10.6K
$551K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$152K - $154K
|
3K
$156K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.89K+ 25.05% |
$146K - $148K
|
14.4K
$752K
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.85K+ 8.35% |
$144K - $146K
|
37K
$1.93M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.77K+ 0.86% |
$140K - $142K
|
326K
$17M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 3.18% |
$138K - $140K
|
88.5K
$4.61M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.5K+ 6.8% |
$127K - $128K
|
39.3K
$2.05M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.49K+ 6.93% |
$126K - $128K
|
38.4K
$2M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.48K+ 8.46% |
$126K - $127K
|
31.8K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.36K+ 235.5% |
$119K - $121K
|
3.36K
$175K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.32K+ 19.84% |
$117K - $119K
|
14K
$731K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 27.22% |
$116K - $117K
|
10.7K
$557K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.25K+ 8.69% |
$114K - $116K
|
28.2K
$1.47M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.14K+ 144.57% |
$109K - $110K
|
3.63K
$189K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.03K+ 0.46% |
$103K - $104K
|
441K
$23M
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.98K+ 4.9% |
$100K - $101K
|
42.4K
$2.21M
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.94K+ 4.8% |
$98K - $99.3K
|
42.3K
$2.2M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.9K+ 12.72% |
$96.2K - $97.5K
|
16.8K
$878K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.8K+ 3.75% |
$91.1K - $92.2K
|
49.7K
$2.59M
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.77KNew |
$89.8K - $91K
|
1.77K
$92.4K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 1.88% |
$84.4K - $85.5K
|
90.4K
$4.71M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62K+ 5.77% |
$81.8K - $82.8K
|
29.6K
$1.54M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.58K+ 4.25% |
$79.9K - $81K
|
38.7K
$2.02M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 3.29% |
$77.6K - $78.6K
|
48.1K
$2.51M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 30.65% |
$75.9K - $76.8K
|
6.39K
$333K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49K+ 7.01% |
$75.4K - $76.3K
|
22.7K
$1.18M
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.48K+ 4.01% |
$75.1K - $76.1K
|
38.5K
$2.01M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.38K+ 11.92% |
$69.6K - $70.5K
|
12.9K
$673K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.22K+ 20.75% |
$61.6K - $62.4K
|
7.08K
$369K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 2.88% |
$60.8K - $61.6K
|
42.9K
$2.24M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.15K+ 2.16% |
$58.2K - $58.9K
|
54.2K
$2.83M
|