Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
914K+ 81.81% |
$47.1M - $48.1M
|
2.03M
$105M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
199K+ 130.41% |
$10.2M - $10.4M
|
351K
$18.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.1K+ 3.08% |
$1.14M - $1.16M
|
742K
$38.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$931K - $950K
|
18.1K
$931K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.08KNew |
$210K - $214K
|
4.08K
$210K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.79K+ 6.28% |
$92.1K - $93.9K
|
30.3K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.61K+ 41.4% |
$82.9K - $84.5K
|
5.49K
$283K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
994+ 2.35% |
$51.2K - $52.2K
|
43.3K
$2.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
827New |
$42.6K - $43.5K
|
827
$42.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
772+ 2.09% |
$39.8K - $40.6K
|
37.7K
$1.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
675+ 0.87% |
$34.8K - $35.5K
|
78.5K
$4.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
575+ 25.48% |
$29.6K - $30.2K
|
2.83K
$146K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
250+ 0.84% |
$12.9K - $13.1K
|
29.9K
$1.54M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
83+ 0.84% |
$4.28K - $4.36K
|
9.93K
$512K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.44% |
$412 - $420
|
562
$29K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-132- 6.02% |
$6.8K - $6.94K
|
2.06K
$106K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.01K- 8.5% |
$103K - $105K
|
21.6K
$1.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 15.11% |
$1.78M - $1.82M
|
194K
$10M
|