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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152+ 21.84% |
$7.83K - $7.99K
|
848
$45.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
148+ 7.75% |
$7.63K - $7.78K
|
2.06K
$109K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
128+ 0.24% |
$6.6K - $6.73K
|
53.8K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
127+ 2.15% |
$6.55K - $6.67K
|
6.05K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
121+ 0.72% |
$6.24K - $6.36K
|
16.9K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
119+ 1.34% |
$6.13K - $6.25K
|
9.02K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
119+ 1.41% |
$6.13K - $6.25K
|
8.58K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
114New |
$5.88K - $5.99K
|
114
$6.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
111+ 1.53% |
$5.72K - $5.83K
|
7.35K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
107+ 1.9% |
$5.51K - $5.62K
|
5.75K
$306K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
102New |
$5.26K - $5.36K
|
102
$5.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 0.7% |
$5.15K - $5.26K
|
14.4K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
99+ 20.58% |
$5.1K - $5.2K
|
580
$30.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
97+ 1.75% |
$5K - $5.1K
|
5.63K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
92+ 1.99% |
$4.74K - $4.83K
|
4.71K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 1.04% |
$4.54K - $4.62K
|
8.55K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
88+ 1.72% |
$4.54K - $4.62K
|
5.21K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
85+ 1.72% |
$4.38K - $4.47K
|
5.02K
$267K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
83+ 0.84% |
$4.28K - $4.36K
|
9.93K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
82+ 5.76% |
$4.23K - $4.31K
|
1.51K
$80K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
72+ 0.49% |
$3.71K - $3.78K
|
14.9K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68New |
$3.5K - $3.57K
|
68
$3.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
67+ 1.4% |
$3.45K - $3.52K
|
4.85K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
66New |
$3.4K - $3.47K
|
66
$3.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.41% |
$3.35K - $3.42K
|
4.69K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
61+ 0.87% |
$3.14K - $3.21K
|
7.1K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56New |
$2.89K - $2.94K
|
56
$2.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
40+ 0.53% |
$2.06K - $2.1K
|
7.53K
$400K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34New |
$1.75K - $1.79K
|
34
$1.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 0.16% |
$1.65K - $1.68K
|
19.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
30+ 0.02% |
$1.55K - $1.58K
|
129K
$6.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$1.39K - $1.42K
|
3.76K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.51% |
$1.39K - $1.42K
|
5.37K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 0.67% |
$1.34K - $1.37K
|
3.92K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.23% |
$1.29K - $1.31K
|
11K
$583K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
21+ 0.1% |
$1.08K - $1.1K
|
21.4K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20+ 0.91% |
$1.03K - $1.05K
|
2.22K
$118K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18+ 0.24% |
$928 - $946
|
7.41K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16New |
$825 - $841
|
16
$850
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.1% |
$773 - $788
|
15.2K
$809K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
15New |
$773 - $788
|
15
$797
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.25% |
$567 - $578
|
4.38K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.2% |
$567 - $578
|
5.46K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$515 - $526
|
11
$584
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$515 - $526
|
8.18K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.38% |
$412 - $420
|
2.14K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$412 - $420
|
47.6K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.44% |
$412 - $420
|
562
$29.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.03% |
$412 - $420
|
27.9K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$361 - $368
|
13.3K
$707K
|