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 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-723- 2.63% |
$37.3K - $38K
|
26.8K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-726- 2.66% |
$37.4K - $38.2K
|
26.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-730- 6.71% |
$37.6K - $38.4K
|
10.2K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-848- 1.14% |
$43.7K - $44.6K
|
73.7K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-860- 9.22% |
$44.3K - $45.2K
|
8.47K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-869- 1.27% |
$44.8K - $45.7K
|
67.3K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-886- 2.82% |
$45.7K - $46.6K
|
30.5K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-888- 17.5% |
$45.8K - $46.7K
|
4.19K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-896- 3.63% |
$46.2K - $47.1K
|
23.8K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-950- 3.59% |
$49K - $49.9K
|
25.5K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-977- 0.86% |
$50.4K - $51.3K
|
113K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 8.78% |
$51.6K - $52.7K
|
10.4K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.02K- 6.56% |
$52.8K - $53.8K
|
14.6K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.05K- 2.03% |
$54.1K - $55.2K
|
50.8K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 3.35% |
$56K - $57.1K
|
31.3K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 8.62% |
$56.2K - $57.3K
|
11.6K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.11K- 0.81% |
$57.2K - $58.3K
|
136K
$7.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.14K- 17.74% |
$58.5K - $59.6K
|
5.26K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.15K- 1.93% |
$59.3K - $60.5K
|
58.6K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.19K- 14.33% |
$61.1K - $62.3K
|
7.09K
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.21K- 14.0% |
$62.4K - $63.6K
|
7.44K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.86% |
$62.9K - $64.1K
|
6.47K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 83.32% |
$65.1K - $66.4K
|
253
$13.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.3K- 39.63% |
$67K - $68.3K
|
1.98K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.32K- 13.81% |
$68K - $69.4K
|
8.24K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 2.87% |
$68.6K - $69.9K
|
45.1K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.34K- 6.22% |
$69.1K - $70.4K
|
20.2K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.34K- 7.23% |
$69.1K - $70.5K
|
17.2K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.35K- 0.4% |
$69.7K - $71K
|
337K
$17.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.42K- 8.87% |
$73.2K - $74.6K
|
14.6K
$757K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.45K- 5.49% |
$74.6K - $76.1K
|
24.9K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.46K- 16.37% |
$75.2K - $76.7K
|
7.46K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.5K- 1.74% |
$77.3K - $78.8K
|
84.5K
$4.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.68K- 22.59% |
$86.4K - $88.1K
|
5.75K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.71K- 0.81% |
$88K - $89.7K
|
210K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 2.65% |
$88.5K - $90.3K
|
63.1K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 2.88% |
$90.5K - $92.3K
|
59.3K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.77K- 13.43% |
$91.2K - $93K
|
11.4K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 30.53% |
$95.9K - $97.7K
|
4.23K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.16% |
$96.1K - $98K
|
159K
$8.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.93K- 2.22% |
$99.5K - $101K
|
85.2K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.98K- 4.68% |
$102K - $104K
|
40.3K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 19.46% |
$102K - $104K
|
8.2K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.98K- 23.83% |
$102K - $104K
|
6.33K
$329K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.01K- 8.5% |
$103K - $105K
|
21.6K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 32.9% |
$107K - $109K
|
4.22K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.14K- 3.93% |
$110K - $112K
|
52.3K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.31K- 17.46% |
$119K - $121K
|
10.9K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.95% |
$120K - $122K
|
242K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.33K- 1.24% |
$120K - $122K
|
186K
$9.63M
|