Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information about the institutional ownership of Ishares Trust Ishares 1 5 Year (IGSB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES 1-5 YEAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
247K+ 64.4% |
$12.7M - $12.9M
|
630K
$32.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
241K+ 403.4% |
$12.4M - $12.6M
|
301K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
147KNew |
$7.58M - $7.7M
|
147K
$7.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
131K+ 230.69% |
$6.74M - $6.85M
|
188K
$9.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100K+ 325.76% |
$5.15M - $5.24M
|
131K
$6.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.7K+ 4.92% |
$3.74M - $3.81M
|
1.55M
$80.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.2K+ 2.59% |
$990K - $1.01M
|
761K
$39.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
17.6K+ 6.57% |
$908K - $923K
|
286K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.5K+ 10.2% |
$800K - $814K
|
168K
$8.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.1K+ 136.78% |
$777K - $790K
|
26.1K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.9K+ 33.51% |
$663K - $674K
|
51.3K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
12.6K+ 2.47% |
$652K - $662K
|
525K
$27.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 81.16% |
$635K - $646K
|
27.5K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11.4K+ 1.8% |
$586K - $595K
|
642K
$33.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.9K+ 40.32% |
$562K - $571K
|
38K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
10.5K+ 14.42% |
$539K - $548K
|
83.1K
$4.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1KNew |
$522K - $531K
|
10.1K
$527K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 10.28% |
$492K - $500K
|
102K
$5.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.14KNew |
$471K - $479K
|
9.14K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.9K+ 98911.11% |
$459K - $466K
|
8.91K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.74K+ 3.87% |
$450K - $458K
|
235K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
8.53K+ 8.4% |
$439K - $446K
|
110K
$5.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.84K+ 9.66% |
$404K - $410K
|
89K
$4.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.28K+ 16.82% |
$375K - $381K
|
50.6K
$2.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.96KNew |
$307K - $312K
|
5.96K
$310K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.42KNew |
$279K - $284K
|
5.42K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.07K+ 10.34% |
$261K - $266K
|
54.1K
$2.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.04K+ 16.09% |
$260K - $264K
|
36.4K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.04K+ 21.61% |
$260K - $264K
|
28.4K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5KNew |
$258K - $262K
|
5K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$243K - $247K
|
4.72K
$245K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.44K+ 6.03% |
$229K - $233K
|
78.1K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.95KNew |
$204K - $207K
|
3.95K
$205K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.92KNew |
$202K - $205K
|
3.92K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.83KNew |
$197K - $201K
|
3.83K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.4K+ 6.32% |
$175K - $178K
|
57.2K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.89K+ 6.07% |
$149K - $151K
|
50.5K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.84K+ 7.53% |
$146K - $149K
|
40.6K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.74K+ 9.0% |
$141K - $143K
|
33.2K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.47K+ 5137.5% |
$127K - $129K
|
2.51K
$131K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.41K+ 9.38% |
$124K - $126K
|
28.1K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.32K+ 3.13% |
$120K - $122K
|
76.4K
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.48KNew |
$76.2K - $77.5K
|
1.48K
$76.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 28.4% |
$69K - $70.2K
|
6.06K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.09K+ 2.51% |
$56K - $56.9K
|
44.3K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 10.16% |
$53K - $53.8K
|
11.1K
$579K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
927+ 1.35% |
$47.8K - $48.5K
|
69.4K
$3.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
800+ 1.49% |
$41.2K - $41.9K
|
54.5K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
690New |
$35.5K - $36.1K
|
690
$35.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
531+ 2.41% |
$27.4K - $27.8K
|
22.6K
$1.17M
|