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 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
247K+ 30.98% |
$12.7M - $12.9M
|
1.04M
$54.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
247K+ 64.4% |
$12.7M - $12.9M
|
630K
$32.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
241K+ 403.4% |
$12.4M - $12.6M
|
301K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
187K+ 29.59% |
$9.65M - $9.81M
|
820K
$42.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
147KNew |
$7.58M - $7.7M
|
147K
$7.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
134KNew |
$6.89M - $7M
|
134K
$6.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
131K+ 230.69% |
$6.74M - $6.85M
|
188K
$9.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100K+ 325.76% |
$5.15M - $5.24M
|
131K
$6.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.7K+ 4.92% |
$3.74M - $3.81M
|
1.55M
$80.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
27.8KNew |
$1.43M - $1.45M
|
27.8K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 3.96% |
$1.32M - $1.35M
|
675K
$35.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.2K+ 2.59% |
$990K - $1.01M
|
761K
$39.7M
|
|
|
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
$8.75M
|
|
|
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
$27.4M
|
|
|
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
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
10.5K+ 14.42% |
$539K - $548K
|
83.1K
$4.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1KNew |
$522K - $531K
|
10.1K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 10.28% |
$492K - $500K
|
102K
$5.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.14KNew |
$471K - $479K
|
9.14K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.9K+ 98911.11% |
$459K - $466K
|
8.91K
$464K
|
|
|
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
$5.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.84K+ 9.66% |
$404K - $410K
|
89K
$4.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.28K+ 16.82% |
$375K - $381K
|
50.6K
$2.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.96KNew |
$307K - $312K
|
5.96K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.42KNew |
$279K - $284K
|
5.42K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.35K+ 2.79% |
$276K - $280K
|
197K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.07K+ 10.34% |
$261K - $266K
|
54.1K
$2.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.04K+ 16.09% |
$260K - $264K
|
36.4K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.04K+ 21.61% |
$260K - $264K
|
28.4K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5KNew |
$258K - $262K
|
5K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$243K - $247K
|
4.72K
$246K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.44K+ 6.03% |
$229K - $233K
|
78.1K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.95KNew |
$204K - $207K
|
3.95K
$206K
|
|
|
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
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.55K+ 1.84% |
$183K - $186K
|
196K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.4K+ 6.32% |
$175K - $178K
|
57.2K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 8.51% |
$161K - $164K
|
39.8K
$2.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.99K+ 113.67% |
$154K - $156K
|
5.61K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.89K+ 6.07% |
$149K - $151K
|
50.5K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.84K+ 7.53% |
$146K - $149K
|
40.6K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.74K+ 9.0% |
$141K - $143K
|
33.2K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.63K+ 32.15% |
$135K - $138K
|
10.8K
$563K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.47K+ 5137.5% |
$127K - $129K
|
2.51K
$131K
|