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 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
531+ 2.41% |
$27.4K - $27.8K
|
22.6K
$1.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
503+ 3.37% |
$25.9K - $26.3K
|
15.4K
$801K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
358+ 7.54% |
$18.4K - $18.7K
|
5.1K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
315+ 7.53% |
$16.2K - $16.5K
|
4.5K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 1.4% |
$10.3K - $10.5K
|
14.5K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
157+ 2.26% |
$8.09K - $8.22K
|
7.11K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
106+ 0.13% |
$5.46K - $5.55K
|
78.7K
$4.09M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
70+ 14.29% |
$3.61K - $3.67K
|
560
$29.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
52New |
$2.68K - $2.72K
|
52
$2.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.1% |
$567 - $576
|
11.2K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9+ 60.0% |
$464 - $471
|
24
$1.25K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 2.42% |
$412 - $419
|
338
$17.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.03% |
$103 - $105
|
7.88K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.07% |
$309 - $314
|
8.49K
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$361 - $367
|
13.3K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-22- 0.03% |
$1.13K - $1.15K
|
72.2K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-77- 1.68% |
$3.97K - $4.03K
|
4.52K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 0.19% |
$5.87K - $5.97K
|
60.7K
$3.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-142- 2.62% |
$7.32K - $7.44K
|
5.27K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-163- 2.89% |
$8.4K - $8.54K
|
5.47K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-395- 5.03% |
$20.4K - $20.7K
|
7.46K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-428- 0.76% |
$22.1K - $22.4K
|
55.7K
$2.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-488- 5.75% |
$25.1K - $25.6K
|
8K
$416K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-537- 3.34% |
$27.7K - $28.1K
|
15.6K
$809K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-661- 7.71% |
$34.1K - $34.6K
|
7.92K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-664- 8.06% |
$34.2K - $34.8K
|
7.57K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-721- 3.55% |
$37.1K - $37.8K
|
19.6K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-827- 1.1% |
$42.6K - $43.3K
|
74.7K
$3.88M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-909- 18.1% |
$46.8K - $47.6K
|
4.11K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.12K- 8.15% |
$57.8K - $58.8K
|
12.7K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.21K- 12.57% |
$62.1K - $63.1K
|
8.38K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.23K- 4.0% |
$63.3K - $64.3K
|
29.5K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.48K- 12.05% |
$76.1K - $77.4K
|
10.8K
$561K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.64K- 5.21% |
$84.3K - $85.7K
|
29.8K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.89K- 3.24% |
$97.2K - $98.8K
|
56.3K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.9K- 6.35% |
$97.9K - $99.5K
|
28K
$1.46M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 21.04% |
$108K - $109K
|
7.84K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.27K- 28.27% |
$117K - $119K
|
5.77K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.3K- 2.48% |
$118K - $120K
|
90.2K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.4K- 0.44% |
$124K - $126K
|
549K
$28.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.47K- 98.09% |
$127K - $129K
|
48
$2.49K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.94K- 42.75% |
$151K - $154K
|
3.94K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 26.28% |
$176K - $179K
|
9.56K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.65K- 3.25% |
$240K - $244K
|
139K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.69K- 1.81% |
$242K - $246K
|
255K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.78K- 12.89% |
$246K - $250K
|
32.3K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.98K- 11.17% |
$257K - $261K
|
39.6K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.85K- 19.01% |
$301K - $306K
|
24.9K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.07K- 6.27% |
$364K - $370K
|
106K
$5.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.25K- 10.11% |
$374K - $380K
|
64.4K
$3.35M
|