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 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-626- 16.46% |
$32.3K - $32.9K
|
3.18K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-635- 8.89% |
$32.7K - $33.4K
|
6.51K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-640- 2.32% |
$33K - $33.6K
|
26.9K
$1.43M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-653- 6.2% |
$33.7K - $34.3K
|
9.88K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-662- 0.97% |
$34.1K - $34.8K
|
67.6K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-673- 7.31% |
$34.7K - $35.4K
|
8.53K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-679- 1.99% |
$35K - $35.7K
|
33.4K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-722- 5.86% |
$37.2K - $37.9K
|
11.6K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-723- 2.63% |
$37.3K - $38K
|
26.8K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-726- 2.66% |
$37.4K - $38.2K
|
26.6K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-730- 6.71% |
$37.6K - $38.4K
|
10.2K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-771- 1.95% |
$39.7K - $40.5K
|
38.8K
$2.06M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-805- 13.06% |
$41.5K - $42.3K
|
5.36K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-848- 1.14% |
$43.7K - $44.6K
|
73.7K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-860- 9.22% |
$44.3K - $45.2K
|
8.47K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-869- 1.27% |
$44.8K - $45.7K
|
67.3K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-886- 2.82% |
$45.7K - $46.6K
|
30.5K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-888- 17.5% |
$45.8K - $46.7K
|
4.19K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-896- 3.63% |
$46.2K - $47.1K
|
23.8K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-950- 3.59% |
$49K - $49.9K
|
25.5K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-977- 0.86% |
$50.4K - $51.3K
|
113K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1K- 2.92% |
$51.5K - $52.6K
|
33.2K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 8.78% |
$51.6K - $52.7K
|
10.4K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.02K- 6.56% |
$52.8K - $53.8K
|
14.6K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.05K- 2.03% |
$54.1K - $55.2K
|
50.8K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 3.35% |
$56K - $57.1K
|
31.3K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 8.62% |
$56.2K - $57.3K
|
11.6K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.11K- 0.81% |
$57.2K - $58.3K
|
136K
$7.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.14K- 17.74% |
$58.5K - $59.6K
|
5.26K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 0.78% |
$58.7K - $59.8K
|
145K
$7.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.15K- 1.93% |
$59.3K - $60.5K
|
58.6K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.19K- 14.33% |
$61.1K - $62.3K
|
7.09K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.21K- 14.0% |
$62.4K - $63.6K
|
7.44K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.86% |
$62.9K - $64.1K
|
6.47K
$344K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.25K- 15.46% |
$64.4K - $65.7K
|
6.83K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 83.32% |
$65.1K - $66.4K
|
253
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.3K- 39.63% |
$67K - $68.3K
|
1.98K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.32K- 13.81% |
$68K - $69.4K
|
8.24K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 2.87% |
$68.6K - $69.9K
|
45.1K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.33K- 16.78% |
$68.7K - $70K
|
6.61K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.34K- 6.22% |
$69.1K - $70.4K
|
20.2K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.34K- 7.23% |
$69.1K - $70.5K
|
17.2K
$915K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.35K- 0.4% |
$69.7K - $71K
|
337K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.42K- 8.87% |
$73.2K - $74.6K
|
14.6K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.45K- 5.49% |
$74.6K - $76.1K
|
24.9K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.46K- 16.37% |
$75.2K - $76.7K
|
7.46K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.5K- 1.74% |
$77.3K - $78.8K
|
84.5K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.55K- 3.15% |
$80K - $81.6K
|
47.8K
$2.54M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.64K- 0.96% |
$84.7K - $86.4K
|
170K
$9.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.68K- 22.59% |
$86.4K - $88.1K
|
5.75K
$305K
|