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 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-950- 3.59% |
$49K - $49.9K
|
25.5K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-977- 0.86% |
$50.4K - $51.3K
|
113K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1K- 2.92% |
$51.5K - $52.6K
|
33.2K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 8.78% |
$51.6K - $52.7K
|
10.4K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.02K- 6.56% |
$52.8K - $53.8K
|
14.6K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.05K- 2.03% |
$54.1K - $55.2K
|
50.8K
$2.65M
|
|
|
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
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.11K- 0.81% |
$57.2K - $58.3K
|
136K
$7.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.14K- 17.74% |
$58.5K - $59.6K
|
5.26K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 0.78% |
$58.7K - $59.8K
|
145K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.15K- 1.93% |
$59.3K - $60.5K
|
58.6K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.19K- 14.33% |
$61.1K - $62.3K
|
7.09K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.21K- 14.0% |
$62.4K - $63.6K
|
7.44K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.86% |
$62.9K - $64.1K
|
6.47K
$337K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.25K- 15.46% |
$64.4K - $65.7K
|
6.83K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 83.32% |
$65.1K - $66.4K
|
253
$13.2K
|
|
|
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
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 2.87% |
$68.6K - $69.9K
|
45.1K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.33K- 16.78% |
$68.7K - $70K
|
6.61K
$344K
|
|
|
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
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.35K- 0.4% |
$69.7K - $71K
|
337K
$17.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.42K- 8.87% |
$73.2K - $74.6K
|
14.6K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.45K- 5.49% |
$74.6K - $76.1K
|
24.9K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.46K- 16.37% |
$75.2K - $76.7K
|
7.46K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.5K- 1.74% |
$77.3K - $78.8K
|
84.5K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.55K- 3.15% |
$80K - $81.6K
|
47.8K
$2.49M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.64K- 0.96% |
$84.7K - $86.4K
|
170K
$8.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.68K- 22.59% |
$86.4K - $88.1K
|
5.75K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.68K- 6.86% |
$86.5K - $88.2K
|
22.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.7K- 0.36% |
$87.4K - $89.1K
|
463K
$24.2M
|
|
|
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
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 2.88% |
$90.5K - $92.3K
|
59.3K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.77K- 13.43% |
$91.2K - $93K
|
11.4K
$594K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 30.53% |
$95.9K - $97.7K
|
4.23K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.16% |
$96.1K - $98K
|
159K
$8.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.93K- 2.22% |
$99.5K - $101K
|
85.2K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.98K- 4.68% |
$102K - $104K
|
40.3K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 19.46% |
$102K - $104K
|
8.2K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.98K- 23.83% |
$102K - $104K
|
6.33K
$330K
|
|
|
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
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.14K- 3.93% |
$110K - $112K
|
52.3K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.31K- 17.46% |
$119K - $121K
|
10.9K
$568K
|
|
|
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
$9.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.34K- 11.46% |
$120K - $123K
|
18.1K
$941K
|