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 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
$650K
|
|
|
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
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-874- 4.75% |
$45K - $45.8K
|
17.5K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-877- 3.68% |
$45.2K - $45.9K
|
22.9K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 27.41% |
$46.8K - $47.6K
|
2.41K
$125K
|
|
|
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 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-993- 19.68% |
$51.2K - $52K
|
4.05K
$211K
|
|
|
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
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 20.65% |
$64.4K - $65.5K
|
4.8K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 6.74% |
$74.1K - $75.4K
|
19.9K
$1.04M
|
|
|
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 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
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.66K- 4.37% |
$85.4K - $86.8K
|
36.2K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.75K- 20.2% |
$90K - $91.5K
|
6.9K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.89K- 3.24% |
$97.2K - $98.8K
|
56.3K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.9K- 6.35% |
$97.9K - $99.5K
|
28K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2K- 2.37% |
$103K - $105K
|
82.5K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 1.74% |
$103K - $105K
|
113K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.07K- 0.87% |
$107K - $108K
|
237K
$12.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 21.04% |
$108K - $109K
|
7.84K
$408K
|
|
|
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
$4.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-2.33K- 4.45% |
$120K - $122K
|
49.9K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.4K- 0.44% |
$124K - $126K
|
549K
$28.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.47K- 98.09% |
$127K - $129K
|
48
$2.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-2.64K- 11.14% |
$136K - $138K
|
21K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.79K- 8.33% |
$143K - $146K
|
30.6K
$1.59M
|
|
|
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
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.88K- 2.63% |
$200K - $203K
|
144K
$7.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.65K- 3.25% |
$240K - $244K
|
139K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.69K- 1.81% |
$242K - $246K
|
255K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.78K- 12.89% |
$246K - $250K
|
32.3K
$1.68M
|