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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 8.4% |
$1.15M - $1.18M
|
244K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-22.6K- 2.84% |
$1.16M - $1.19M
|
774K
$40.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-23.8K- 15.39% |
$1.23M - $1.25M
|
131K
$6.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-24.3K- 48.6% |
$1.25M - $1.28M
|
25.7K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-25.2K- 30.23% |
$1.3M - $1.32M
|
58.1K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-25.3K- 72.55% |
$1.31M - $1.33M
|
9.59K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.5K- 64.17% |
$1.32M - $1.34M
|
14.2K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 2.74% |
$1.32M - $1.35M
|
909K
$47.2M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.2K- 41.36% |
$1.35M - $1.38M
|
37.1K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.4K- 54.35% |
$1.36M - $1.39M
|
22.2K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.2K- 10.21% |
$1.4M - $1.43M
|
239K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.3K- 15.58% |
$1.41M - $1.43M
|
148K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28.9K- 31.49% |
$1.49M - $1.52M
|
62.8K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.3K- 60.34% |
$1.51M - $1.54M
|
19.2K
$999K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-29.6K- 44.37% |
$1.52M - $1.55M
|
37.1K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.8K- 10.14% |
$1.54M - $1.57M
|
264K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.9K- 41.06% |
$1.64M - $1.68M
|
45.8K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.2K- 6.29% |
$1.71M - $1.75M
|
495K
$25.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 15.11% |
$1.78M - $1.82M
|
194K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-35.3K- 91.78% |
$1.82M - $1.86M
|
3.16K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-39.2K- 19.2% |
$2.02M - $2.06M
|
165K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.6K- 22.82% |
$2.04M - $2.08M
|
134K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.6K- 94.02% |
$2.15M - $2.19M
|
2.65K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-41.8K- 27.35% |
$2.16M - $2.2M
|
111K
$5.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-43.4K- 3.36% |
$2.24M - $2.28M
|
1.25M
$64.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-43.9K- 11.38% |
$2.26M - $2.31M
|
342K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.1K- 69.65% |
$2.27M - $2.32M
|
19.2K
$997K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-44.5K- 21.58% |
$2.29M - $2.34M
|
162K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44.5K- 2.33% |
$2.29M - $2.34M
|
1.86M
$96.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 6.81% |
$2.45M - $2.5M
|
650K
$33.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.6K- 6.91% |
$2.45M - $2.5M
|
641K
$33.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.3K- 7.28% |
$3.36M - $3.43M
|
831K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81.1K- 16.44% |
$4.18M - $4.26M
|
412K
$21.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-85K- 62.56% |
$4.38M - $4.47M
|
50.9K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-90.6K- 67.7% |
$4.67M - $4.76M
|
43.2K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92K- 15.42% |
$4.74M - $4.83M
|
505K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94.1K- 95.61% |
$4.85M - $4.94M
|
4.32K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109K- 28.68% |
$5.61M - $5.72M
|
271K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-117K- 53.79% |
$6.03M - $6.15M
|
100K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145K- 3.49% |
$7.5M - $7.64M
|
4.02M
$209M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-150K- 37.86% |
$7.74M - $7.89M
|
246K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-178K- 40.44% |
$9.16M - $9.34M
|
262K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-204K- 97.85% |
$10.5M - $10.7M
|
4.48K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-205K- 93.1% |
$10.6M - $10.8M
|
15.2K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-216K- 10.58% |
$11.1M - $11.3M
|
1.82M
$94.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231K- 8.39% |
$11.9M - $12.1M
|
2.52M
$131M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-267K- 20.89% |
$13.8M - $14M
|
1.01M
$52.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-426K- 8.38% |
$21.9M - $22.4M
|
4.65M
$241M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-462K- 49.19% |
$23.8M - $24.3M
|
477K
$24.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-471K- 5.24% |
$24.3M - $24.7M
|
8.51M
$442M
|