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 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.68K- 6.86% |
$86.5K - $88.2K
|
22.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.7K- 0.36% |
$87.4K - $89.1K
|
463K
$24.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.71K- 0.81% |
$88K - $89.7K
|
210K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 2.65% |
$88.5K - $90.3K
|
63.1K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 2.88% |
$90.5K - $92.3K
|
59.3K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.77K- 13.43% |
$91.2K - $93K
|
11.4K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 30.53% |
$95.9K - $97.7K
|
4.23K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.16% |
$96.1K - $98K
|
159K
$8.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.93K- 2.22% |
$99.5K - $101K
|
85.2K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.98K- 4.68% |
$102K - $104K
|
40.3K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 19.46% |
$102K - $104K
|
8.2K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.98K- 23.83% |
$102K - $104K
|
6.33K
$336K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.01K- 8.5% |
$103K - $105K
|
21.6K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 32.9% |
$107K - $109K
|
4.22K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.14K- 3.93% |
$110K - $112K
|
52.3K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.31K- 17.46% |
$119K - $121K
|
10.9K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.95% |
$120K - $122K
|
242K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.33K- 1.24% |
$120K - $122K
|
186K
$9.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.34K- 11.46% |
$120K - $123K
|
18.1K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.37K- 1.07% |
$122K - $124K
|
219K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.39K- 31.42% |
$123K - $125K
|
5.21K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.58K- 1.23% |
$133K - $135K
|
207K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.6K- 1.29% |
$134K - $137K
|
198K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.69K- 2.87% |
$139K - $142K
|
91.2K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.7K- 2.87% |
$139K - $142K
|
91.2K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.74K- 29.66% |
$141K - $144K
|
6.49K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.92K- 3.69% |
$151K - $153K
|
76.2K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.13K- 12.72% |
$161K - $164K
|
21.5K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.29K- 17.53% |
$170K - $173K
|
15.5K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.56K- 4.92% |
$183K - $187K
|
68.7K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.56K- 10.19% |
$183K - $187K
|
31.3K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.58K- 5.24% |
$185K - $188K
|
64.8K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.59K- 3.91% |
$185K - $188K
|
88.2K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.59K- 1.84% |
$185K - $189K
|
192K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.87K- 14.04% |
$199K - $203K
|
23.7K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 7.42% |
$201K - $205K
|
48.7K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.05K- 9.65% |
$209K - $213K
|
37.9K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.08K- 6.22% |
$210K - $214K
|
61.6K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.1K- 44.82% |
$211K - $215K
|
5.05K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 30.72% |
$214K - $219K
|
9.38K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.25K- 1.86% |
$219K - $223K
|
224K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.36K- 1.64% |
$225K - $229K
|
261K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-4.36K- 3.67% |
$225K - $229K
|
115K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-4.45K- 2.26% |
$230K - $234K
|
193K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.55K- 2.13% |
$234K - $239K
|
208K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.61K- 0.73% |
$238K - $242K
|
630K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.8K- 3.39% |
$247K - $252K
|
137K
$7.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.81K- 20.67% |
$248K - $253K
|
18.5K
$980K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.91K- 40.09% |
$253K - $258K
|
7.33K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 18.79% |
$255K - $260K
|
21.3K
$1.13M
|