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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.98KNew |
$203K - $205K
|
3.98K
$208K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.33K+ 6.27% |
$119K - $120K
|
39.6K
$2.06M
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2K+ 43.95% |
$102K - $103K
|
6.54K
$341K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.57KNew |
$79.7K - $80.6K
|
1.57K
$81.6K
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.46KNew |
$74.3K - $75.1K
|
1.46K
$76K
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.43K+ 2.16% |
$72.6K - $73.4K
|
67.3K
$3.51M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.42K+ 6.33% |
$72.2K - $72.9K
|
23.8K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.34K+ 29.07% |
$68.3K - $69K
|
5.95K
$310K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.27KNew |
$64.8K - $65.4K
|
1.27K
$66.3K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 2.78% |
$60.9K - $61.6K
|
44.2K
$2.31M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14K+ 7.9% |
$58.1K - $58.7K
|
15.6K
$812K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
712New |
$36.3K - $36.7K
|
712
$37.1K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
592New |
$30.2K - $30.5K
|
592
$30.9K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
427New |
$21.8K - $22K
|
427
$22.3K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
352+ 7.0% |
$17.9K - $18.1K
|
5.38K
$280K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
252New |
$12.8K - $13K
|
252
$13.1K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
224+ 17.71% |
$11.4K - $11.5K
|
1.49K
$77.6K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
210+ 41.83% |
$10.7K - $10.8K
|
712
$37.1K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$8.05K - $8.13K
|
158
$8.24K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
135+ 113.45% |
$6.88K - $6.95K
|
254
$13.2K
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
116+ 2.42% |
$5.91K - $5.97K
|
4.91K
$256K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
106New |
$5.4K - $5.46K
|
106
$5.53K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
94+ 2.14% |
$4.79K - $4.84K
|
4.48K
$234K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$4.69K - $4.74K
|
92
$4.8K
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
85+ 0.38% |
$4.33K - $4.38K
|
22.3K
$1.16M
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57New |
$2.9K - $2.93K
|
57
$2.97K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49New |
$2.5K - $2.52K
|
49
$2.55K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17+ 0.39% |
$866 - $875
|
4.36K
$227K
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
7+ 0.16% |
$357 - $360
|
4.5K
$235K
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.01% |
$102 - $103
|
24.3K
$1.27M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.51% |
$51 - $51.5
|
196
$10.2K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.02% |
$51 - $51.5
|
5.15K
$268K
|
|
Q4 2023 | |||||||
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.43M+ 1850.27% |
$70.7M - $73.4M
|
1.51M
$78.7M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.13MNew |
$55.6M - $57.7M
|
1.13M
$58.7M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
812KNew |
$40.1M - $41.6M
|
812K
$42.3M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
191KNew |
$9.42M - $9.78M
|
191K
$9.95M
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
101KNew |
$4.97M - $5.16M
|
101K
$5.24M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
81.6K+ 21.21% |
$4.03M - $4.18M
|
466K
$24.3M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66.8KNew |
$3.3M - $3.43M
|
66.8K
$3.48M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.6K+ 8.5% |
$2.3M - $2.39M
|
595K
$31M
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37.6K+ 34.2% |
$1.86M - $1.93M
|
148K
$7.69M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
32KNew |
$1.58M - $1.64M
|
32K
$1.67M
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
18.2KNew |
$897K - $931K
|
18.2K
$947K
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.2KNew |
$702K - $729K
|
14.2K
$741K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
13.8KNew |
$684K - $710K
|
13.8K
$722K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.6KNew |
$673K - $699K
|
13.6K
$711K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.9KNew |
$590K - $612K
|
11.9K
$622K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.3K+ 83.51% |
$559K - $580K
|
24.8K
$1.3M
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
10.4KNew |
$511K - $531K
|
10.4K
$540K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.65KNew |
$477K - $495K
|
9.65K
$503K
|