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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.03% |
$103 - $105
|
7.88K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.07% |
$309 - $314
|
8.49K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$361 - $367
|
13.3K
$692K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-16- 0.02% |
$824 - $838
|
81.6K
$4.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-22- 0.03% |
$1.13K - $1.15K
|
72.2K
$3.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-26- 0.43% |
$1.34K - $1.36K
|
6.02K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-77- 1.68% |
$3.97K - $4.03K
|
4.52K
$235K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-86- 1.96% |
$4.43K - $4.5K
|
4.29K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 0.19% |
$5.87K - $5.97K
|
60.7K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-122- 0.4% |
$6.29K - $6.39K
|
30.4K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-135- 1.42% |
$6.96K - $7.07K
|
9.35K
$487K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-142- 2.62% |
$7.32K - $7.44K
|
5.27K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-151- 31.39% |
$7.78K - $7.91K
|
330
$17.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-154- 1.81% |
$7.93K - $8.06K
|
8.37K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-163- 2.89% |
$8.4K - $8.54K
|
5.47K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-241- 0.26% |
$12.4K - $12.6K
|
91K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-251- 6.11% |
$12.9K - $13.1K
|
3.86K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-328- 0.84% |
$16.9K - $17.2K
|
38.8K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-380- 20.0% |
$19.6K - $19.9K
|
1.52K
$79.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-395- 5.03% |
$20.4K - $20.7K
|
7.46K
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-428- 0.76% |
$22.1K - $22.4K
|
55.7K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-430- 20.1% |
$22.2K - $22.5K
|
1.71K
$89K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-488- 5.75% |
$25.1K - $25.6K
|
8K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-490- 4.7% |
$25.2K - $25.7K
|
9.93K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-501- 5.98% |
$25.8K - $26.2K
|
7.88K
$410K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-537- 3.34% |
$27.7K - $28.1K
|
15.6K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-634- 8.5% |
$32.7K - $33.2K
|
6.82K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-637- 1.6% |
$32.8K - $33.4K
|
39.1K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-661- 7.71% |
$34.1K - $34.6K
|
7.92K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-663- 49.29% |
$34.2K - $34.7K
|
682
$35.5K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-664- 8.06% |
$34.2K - $34.8K
|
7.57K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-682- 5.17% |
$35.1K - $35.7K
|
12.5K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-721- 3.55% |
$37.1K - $37.8K
|
19.6K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-800- 0.62% |
$41.2K - $41.9K
|
129K
$6.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-820- 84.97% |
$42.2K - $42.9K
|
145
$7.55K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-827- 1.1% |
$42.6K - $43.3K
|
74.7K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-829- 1.73% |
$42.7K - $43.4K
|
47K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-849- 11.58% |
$43.7K - $44.5K
|
6.48K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-909- 18.1% |
$46.8K - $47.6K
|
4.11K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-970- 11.1% |
$50K - $50.8K
|
7.77K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 28.36% |
$54.9K - $55.8K
|
2.69K
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.07K- 9.0% |
$55K - $55.9K
|
10.8K
$562K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.12K- 8.15% |
$57.8K - $58.8K
|
12.7K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 1.08% |
$59K - $60K
|
105K
$5.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.17K- 2.6% |
$60.2K - $61.2K
|
43.8K
$2.28M
|
|
|
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
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.48K- 12.05% |
$76.1K - $77.4K
|
10.8K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.62K- 21.79% |
$83.6K - $85K
|
5.83K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.64K- 5.21% |
$84.3K - $85.7K
|
29.8K
$1.55M
|