Free Trial

iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) Institutional Ownership

iShares 1-5 Year Investment Grade Corporate Bond ETF logo
$51.84 -0.04 (-0.08%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Current
Institutional Ownership
Percentage
76.06%
Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$253.51M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$789.59M
Get IGSB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 1-5 Year Investment Grade Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IGSB Institutional Buying and Selling by Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 TD Private Client Wealth LLC401,020$21.12M0.6%+24.9%0.100%
11/18/2024 Mittelman Wealth Management48,644$2.56M1.5%+133.3%0.012%
11/15/2024 Greenwood Gearhart Inc.650,428$34.25M2.8%+2.7%0.163%
11/15/2024 Continuum Advisory LLC3,397$176K0.0%+57.9%0.001%
11/15/2024 Peloton Wealth Strategists11,357$598K0.2%+7.5%0.003%
11/15/2024 IHT Wealth Management LLC20,670$1.09M0.0%+97.4%0.005%
11/15/2024 Integrated Wealth Concepts LLC87,069$4.59M0.1%+0.3%0.022%
11/14/2024 L.M. Kohn & Company17,119$901K0.2%N/A0.004%
11/14/2024 Captrust Financial Advisors2,747,270$144.67M0.4%+26.5%0.687%
11/14/2024 BNP Paribas13,757$724K0.0%+675.9%0.003%
11/13/2024 BNP Paribas Financial Markets97,229$5.12M0.0%+112.5%0.024%
11/13/2024 Private Trust Co. NA7,668$404K0.0%+197.0%0.002%
11/13/2024 Davis R M Inc.159,665$8.41M0.2%-6.6%0.040%
11/13/2024Fisher Asset Management LLC7,423$391K0.0%-37.8%0.002%
11/12/2024 Cahill Financial Advisors Inc.11,410$601K0.1%N/A0.003%
11/12/2024 Icon Wealth Advisors LLC13,683$721K0.0%+162.9%0.003%
11/12/2024 Eagle Asset Management Inc.14,149$735K0.0%+5.4%0.004%
11/8/2024 Hilton Capital Management LLC173,323$9.13M0.7%+4.2%0.043%
11/8/2024 Avior Wealth Management LLC221,150$11.65M0.5%-5.8%0.055%
11/8/2024 SouthState Corp106,318$5.60M0.4%-2.2%0.027%
11/6/2024 Mount Lucas Management LP14,197$748K0.3%+4.3%0.004%
11/6/2024 Valley Wealth Managers Inc.751$40K0.0%-31.2%0.000%
11/5/2024 Haverford Trust Co1,932,071$101.74M1.0%+2.5%0.483%
11/5/2024 Prime Capital Investment Advisors LLC218,891$11.53M0.2%+21.2%0.055%
11/5/2024 Mascoma Wealth Management LLC9,142$481K0.1%-24.8%0.002%
11/5/2024 Sumitomo Mitsui Trust Group Inc.357,123$18.81M0.0%-33.6%0.089%
11/5/2024 FDx Advisors Inc.63,333$3.34M0.9%-16.1%0.016%
11/5/2024 Nations Financial Group Inc. IA ADV72,361$3.81M0.3%+7.8%0.018%
11/4/2024 Kennebec Savings Bank809$43K0.0%N/A0.000%
11/4/2024 Meritage Portfolio Management188,001$9.90M0.6%-1.5%0.047%
11/1/2024 Able Wealth Management LLC4,887$257K0.2%-14.2%0.001%
11/1/2024Equitable Trust Co.119,061$6.27M0.4%-6.6%0.029%
11/1/2024 Leavell Investment Management Inc.351,511$18.51M0.9%+18.2%0.086%
11/1/2024 Hollencrest Capital Management61,021$3.21M0.1%-3.2%0.015%
10/31/2024 Confluence Investment Management LLC228,897$12.05M0.2%-35.3%0.056%
10/31/2024 Graypoint LLC152,247$8.02M0.5%+3.5%0.037%
10/30/2024 Crescent Grove Advisors LLC87,122$4.59M0.5%-8.2%0.021%
10/30/2024 Crestwood Advisors Group LLC188,475$9.93M0.2%-0.5%0.046%
10/30/2024 Capital Investment Services of America Inc.129,742$6.83M0.7%-0.9%0.032%
10/29/2024 Innealta Capital LLC8,917$470K0.2%-5.8%0.002%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

10/29/2024 Bear Mountain Capital Inc.23,260$1.22M0.5%-6.7%0.006%
10/29/2024 Confluence Wealth Services Inc.4,125$217K0.0%-62.8%0.001%
10/29/2024 Janney Montgomery Scott LLC697,273$36.72M0.1%+2.8%0.171%
10/29/2024 Janney Capital Management LLC8,719$459K0.0%-2.2%0.002%
10/29/2024 Princeton Global Asset Management LLC46,648$2.46M0.5%+8.8%0.011%
10/29/2024 Farther Finance Advisors LLC11,327$596K0.0%+8.2%0.003%
10/25/2024 1620 Investment Advisors Inc.39,927$2.10M1.5%+3.9%0.010%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV23,586$1.24M0.1%-91.5%0.006%
10/24/2024 Hunter Associates Investment Management LLC52,582$2.77M0.4%-2.9%0.013%
10/24/2024 Arkadios Wealth Advisors27,888$1.47M0.1%+3.4%0.007%
10/23/2024 Burke & Herbert Bank & Trust Co.44,183$2.33M0.5%-1.2%0.011%
10/23/2024 West Michigan Advisors LLC6,371$335K0.1%+4.4%0.002%
10/23/2024 Klaas Financial Asset Advisors LLC935,645$49.27M8.5%+0.8%0.230%
10/23/2024 Boyd Watterson Asset Management LLC OH596,664$31.42M8.6%+0.2%0.146%
10/23/2024 Grey Fox Wealth Advisors LLC15,248$803K0.2%-3.5%0.004%
10/21/2024 Graybill Wealth Management LTD.82,566$4.35M1.6%+3.3%0.020%
10/21/2024 Plimoth Trust Co. LLC5,127$270K0.1%-4.5%0.001%
10/21/2024 Whittier Trust Co.74,951$3.95M0.1%-13.7%0.018%
10/18/2024Bartlett & CO. Wealth Management LLC586,165$30.87M0.4%+6.5%0.144%
10/17/2024Strategic Advocates LLC163,926$8.63M3.1%+61.5%0.040%
10/16/2024 Buffington Mohr McNeal68,411$3.60M0.6%-8.8%0.017%
10/15/2024 First United Bank & Trust9,556$503K0.2%-2.6%0.002%
10/15/2024 NBC Securities Inc.12,379$651K0.1%-7.3%0.003%
10/11/2024 Fiduciary Alliance LLC50,790$2.68M0.4%+674.4%0.013%
10/11/2024 ORG Partners LLC2,193$116K0.0%N/A0.001%
10/11/2024 Rise Advisors LLC554$29K0.0%N/A0.000%
10/9/2024 Beaumont Financial Advisors LLC15,208$801K0.1%+4.1%0.004%
10/9/2024 Money Design Co. Ltd.1,164,005$61.30M3.1%+5.0%0.287%
10/9/2024 Hexagon Capital Partners LLC7,100$374K0.1%-10.4%0.002%
10/8/2024 Tilia Fiduciary Partners Inc.36,973$1.95M1.3%+5.0%0.009%
10/8/2024 First PREMIER Bank2,131$112K0.0%+283.3%0.001%
10/8/2024 Future Financial Wealth Managment LLC1,974$104K0.1%N/A0.000%
10/7/2024 Marathon Strategic Advisors LLC9,201$485K0.5%-5.8%0.002%
10/5/2024 Burns J W & Co. Inc. NY52,367$2.76M0.4%+0.8%0.013%
10/5/2024 Arkansas Financial Group Inc.796,457$41.94M6.5%-3.3%0.197%
10/3/2024 Curbstone Financial Management Corp72,090$3.80M0.8%-28.5%0.018%
10/2/2024 Massmutual Trust Co. FSB ADV15,210$801K0.0%-4.8%0.004%
10/2/2024 M&R Capital Management Inc.3,000$158K0.0%-50.8%0.001%
9/9/2024 Lazari Capital Management Inc.7,991$409K0.2%N/A0.002%
8/28/2024 RiverFront Investment Group LLC381,197$19.53M0.5%-21.0%0.097%
8/16/2024 Sunbelt Securities Inc.6,385$327K0.0%+30.7%0.002%
8/15/2024 Peloton Wealth Strategists10,564$541K0.2%-5.8%0.003%
8/15/2024 Alley Investment Management Company LLC361,652$18.53M2.5%+3.2%0.092%
8/14/2024 Marshall Wace LLP219,900$11.27M0.0%+57.1%0.056%
8/14/2024 EverSource Wealth Advisors LLC10,679$554K0.0%+27.2%0.003%
8/13/2024 Hollencrest Capital Management63,027$3.23M0.1%-4.8%0.016%
8/13/2024 Godshalk Welsh Capital Management Inc.3,911$200K0.1%-33.2%0.001%
8/12/2024 Mittelman Wealth Management20,850$1.07M0.7%+3.2%0.005%
8/12/2024 Waterloo Capital L.P.10,577$542K0.1%+40.3%0.003%
8/9/2024 One Capital Management LLC1,187,482$60.85M2.1%-25.4%0.301%
New Year, New Opportunity! 2 AI Stocks Under $10 Ready to Soar (Ad)

As we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential. Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention.

👉 Click here to access your FREE report now!
8/9/2024 Rathbones Group PLC57,483$2.95M0.0%-8.6%0.015%
8/9/2024 Prime Capital Investment Advisors LLC180,544$9.25M0.1%-56.1%0.046%
8/8/2024 Family Capital Trust Co11,840$607K0.2%-33.2%0.003%
8/8/2024 Parallel Advisors LLC60,305$3.09M0.1%+0.7%0.015%
8/8/2024 Zions Bancorporation N.A.3,000$154K0.0%N/A0.001%
8/8/2024 Valley Wealth Managers Inc.1,092$56K0.0%-15.1%0.000%
8/8/2024 Pinkerton Retirement Specialists LLC92,241$4.73M0.7%+0.5%0.023%
8/8/2024Abbrea Capital LLC55,476$2.84M0.4%-0.9%0.014%
8/8/2024 Greenwood Gearhart Inc.633,441$32.46M3.1%-0.4%0.160%
8/7/2024 Vantage Financial Partners LLC54,241$2.78M0.7%+2.2%0.014%
(Data available from 1/1/2016 forward)

IGSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGSB shares?

During the previous two years, 264 institutional investors and hedge funds held shares of iShares 1-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($3.97B), Ameriprise Financial Inc. ($526.51M), Allstate Corp ($315.77M), NYL Investors LLC ($277.03M), SPX Gestao de Recursos Ltda ($253.82M), Assetmark Inc. ($224.65M), and JPMorgan Chase & Co. ($147.79M).Learn more on IGSB's institutional investors.

What percentage of iShares 1-5 Year Investment Grade Corporate Bond ETF stock is owned by institutional investors?

76.06% of iShares 1-5 Year Investment Grade Corporate Bond ETF stock is owned by institutional investors. Learn more on IGSB's institutional investor holdings.

Which institutional investors have been buying iShares 1-5 Year Investment Grade Corporate Bond ETF stock?

Of the 195 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($8.95M), SPX Gestao de Recursos Ltda ($5.08M), JPMorgan Chase & Co. ($3.23M), Ameriprise Financial Inc. ($2.87M), Allstate Corp ($781.30K), Bank of New York Mellon Corp ($728.36K), and Toronto Dominion Bank ($699K).

How much institutional buying is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 31,377,536 shares in the last 24 months. This purchase volume represents approximately $2.45B in transactions.

Which iShares 1-5 Year Investment Grade Corporate Bond ETF major shareholders have been selling company stock?

Of the 161 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NYL Investors LLC ($7.65M), Assetmark Inc. ($4.58M), Allstate Corp ($3.40M), Bank of New York Mellon Corp ($3.03M), Sun Life Financial Inc. ($1.43M), One Capital Management LLC ($1.06M), and Sumitomo Mitsui Trust Holdings Inc. ($955.29K).

How much institutional selling is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 31,979,499 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.



This page (NASDAQ:IGSB) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners