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 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-176- 0.58% |
$9.07K - $9.25K
|
30.4K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-182- 2.87% |
$9.38K - $9.56K
|
6.15K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182- 2.58% |
$9.38K - $9.56K
|
6.88K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-188- 2.13% |
$9.69K - $9.88K
|
8.65K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-210- 2.97% |
$10.8K - $11K
|
6.87K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 5.47% |
$10.9K - $11.1K
|
3.66K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-223- 4.85% |
$11.5K - $11.7K
|
4.37K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-228- 49.89% |
$11.8K - $12K
|
229
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-244- 19.68% |
$12.6K - $12.8K
|
996
$51.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.91% |
$12.9K - $13.1K
|
4.84K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-254- 69.78% |
$13.1K - $13.3K
|
110
$5.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-261- 0.25% |
$13.5K - $13.7K
|
106K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-261- 1.53% |
$13.5K - $13.7K
|
16.8K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-267- 28.9% |
$13.8K - $14K
|
657
$34.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-270- 8.82% |
$13.9K - $14.2K
|
2.79K
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 1.91% |
$15K - $15.3K
|
14.9K
$774K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-302- 3.43% |
$15.6K - $15.9K
|
8.49K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-310- 2.77% |
$16K - $16.3K
|
10.9K
$564K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 1.96% |
$16.6K - $16.9K
|
16.1K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-338- 3.88% |
$17.4K - $17.8K
|
8.38K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-365- 22.31% |
$18.8K - $19.2K
|
1.27K
$65.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-382- 4.04% |
$19.7K - $20.1K
|
9.08K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-390- 87.25% |
$20.1K - $20.5K
|
57
$2.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-392- 4.16% |
$20.2K - $20.6K
|
9.03K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 0.55% |
$20.6K - $21K
|
71.7K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 2.75% |
$20.6K - $21K
|
14.1K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-405- 1.18% |
$20.9K - $21.3K
|
33.8K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-424- 30.53% |
$21.9K - $22.3K
|
965
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-465- 1.52% |
$24K - $24.4K
|
30.2K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-475- 5.49% |
$24.5K - $25K
|
8.17K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-495- 7.68% |
$25.5K - $26K
|
5.95K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-500- 2.69% |
$25.8K - $26.3K
|
18.1K
$939K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-507- 0.06% |
$26.1K - $26.6K
|
864K
$44.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-507- 4.78% |
$26.1K - $26.6K
|
10.1K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-527- 10.78% |
$27.2K - $27.7K
|
4.36K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-531- 0.2% |
$27.4K - $27.9K
|
260K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-533- 1.39% |
$27.5K - $28K
|
37.8K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-545- 7.64% |
$28.1K - $28.6K
|
6.58K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-563- 3.65% |
$29K - $29.6K
|
14.9K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-567- 2.93% |
$29.2K - $29.8K
|
18.8K
$976K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-572- 9.03% |
$29.5K - $30.1K
|
5.77K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-598- 0.58% |
$30.8K - $31.4K
|
103K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-617- 0.86% |
$31.8K - $32.4K
|
71.2K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-626- 16.46% |
$32.3K - $32.9K
|
3.18K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-635- 8.89% |
$32.7K - $33.4K
|
6.51K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-640- 2.32% |
$33K - $33.6K
|
26.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-662- 0.97% |
$34.1K - $34.8K
|
67.6K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-673- 7.31% |
$34.7K - $35.4K
|
8.53K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-679- 1.99% |
$35K - $35.7K
|
33.4K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-722- 5.86% |
$37.2K - $37.9K
|
11.6K
$602K
|