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
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-270- 8.82% |
$13.9K - $14.2K
|
2.79K
$145K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-280- 4.16% |
$14.4K - $14.7K
|
6.45K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 1.91% |
$15K - $15.3K
|
14.9K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-302- 3.43% |
$15.6K - $15.9K
|
8.49K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-310- 2.77% |
$16K - $16.3K
|
10.9K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 1.96% |
$16.6K - $16.9K
|
16.1K
$839K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-327- 0.82% |
$16.9K - $17.2K
|
39.8K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-338- 3.88% |
$17.4K - $17.8K
|
8.38K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-365- 22.31% |
$18.8K - $19.2K
|
1.27K
$66.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-382- 4.04% |
$19.7K - $20.1K
|
9.08K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-390- 87.25% |
$20.1K - $20.5K
|
57
$2.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-392- 4.16% |
$20.2K - $20.6K
|
9.03K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 0.55% |
$20.6K - $21K
|
71.7K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 2.75% |
$20.6K - $21K
|
14.1K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-405- 1.18% |
$20.9K - $21.3K
|
33.8K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-424- 30.53% |
$21.9K - $22.3K
|
965
$50.3K
|
|
|
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
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-495- 7.68% |
$25.5K - $26K
|
5.95K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-500- 2.69% |
$25.8K - $26.3K
|
18.1K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-507- 0.06% |
$26.1K - $26.6K
|
864K
$45M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-507- 4.78% |
$26.1K - $26.6K
|
10.1K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-527- 10.78% |
$27.2K - $27.7K
|
4.36K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-531- 0.2% |
$27.4K - $27.9K
|
260K
$13.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-533- 1.39% |
$27.5K - $28K
|
37.8K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-545- 7.64% |
$28.1K - $28.6K
|
6.58K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-560- 6.89% |
$28.9K - $29.4K
|
7.57K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-563- 3.65% |
$29K - $29.6K
|
14.9K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-567- 2.93% |
$29.2K - $29.8K
|
18.8K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-572- 9.03% |
$29.5K - $30.1K
|
5.77K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-598- 0.58% |
$30.8K - $31.4K
|
103K
$5.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-617- 0.86% |
$31.8K - $32.4K
|
71.2K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-626- 16.46% |
$32.3K - $32.9K
|
3.18K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-635- 8.89% |
$32.7K - $33.4K
|
6.51K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-640- 2.32% |
$33K - $33.6K
|
26.9K
$1.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-653- 6.2% |
$33.7K - $34.3K
|
9.88K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-662- 0.97% |
$34.1K - $34.8K
|
67.6K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-673- 7.31% |
$34.7K - $35.4K
|
8.53K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-679- 1.99% |
$35K - $35.7K
|
33.4K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-722- 5.86% |
$37.2K - $37.9K
|
11.6K
$605K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-723- 2.63% |
$37.3K - $38K
|
26.8K
$1.4M
|
|
|
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
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-771- 1.95% |
$39.7K - $40.5K
|
38.8K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-848- 1.14% |
$43.7K - $44.6K
|
73.7K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-860- 9.22% |
$44.3K - $45.2K
|
8.47K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-869- 1.27% |
$44.8K - $45.7K
|
67.3K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-886- 2.82% |
$45.7K - $46.6K
|
30.5K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-888- 17.5% |
$45.8K - $46.7K
|
4.19K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-896- 3.63% |
$46.2K - $47.1K
|
23.8K
$1.24M
|