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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14K- 3.58% |
$721K - $735K
|
376K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-14.4K- 1.71% |
$742K - $756K
|
829K
$44M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15K- 12.32% |
$773K - $788K
|
107K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.4K- 2.85% |
$794K - $810K
|
526K
$28M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15.5K- 31.32% |
$799K - $814K
|
34K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-16.5K- 8.77% |
$851K - $868K
|
172K
$9.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 12.51% |
$877K - $894K
|
119K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-17.2K- 18.34% |
$886K - $903K
|
76.5K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18.6K- 25.55% |
$960K - $979K
|
54.3K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-20K- 1.75% |
$1.03M - $1.05M
|
1.13M
$59.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20.4K- 35.33% |
$1.05M - $1.07M
|
37.4K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-20.7K- 14.1% |
$1.07M - $1.09M
|
126K
$6.7M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-21.3K- 14.16% |
$1.1M - $1.12M
|
129K
$6.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 8.4% |
$1.15M - $1.18M
|
244K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-22.6K- 2.84% |
$1.16M - $1.19M
|
774K
$41.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-22.8K- 46.97% |
$1.18M - $1.2M
|
25.8K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-23.8K- 15.39% |
$1.23M - $1.25M
|
131K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-24.3K- 48.6% |
$1.25M - $1.28M
|
25.7K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-25.2K- 30.23% |
$1.3M - $1.32M
|
58.1K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-25.3K- 72.55% |
$1.31M - $1.33M
|
9.59K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.5K- 64.17% |
$1.32M - $1.34M
|
14.2K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 2.74% |
$1.32M - $1.35M
|
909K
$48.3M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.2K- 41.36% |
$1.35M - $1.38M
|
37.1K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.4K- 54.35% |
$1.36M - $1.39M
|
22.2K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.2K- 10.21% |
$1.4M - $1.43M
|
239K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.3K- 15.58% |
$1.41M - $1.43M
|
148K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28.9K- 31.49% |
$1.49M - $1.52M
|
62.8K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.3K- 60.34% |
$1.51M - $1.54M
|
19.2K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-29.6K- 44.37% |
$1.52M - $1.55M
|
37.1K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.8K- 10.14% |
$1.54M - $1.57M
|
264K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.9K- 41.06% |
$1.64M - $1.68M
|
45.8K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.2K- 6.29% |
$1.71M - $1.75M
|
495K
$26.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 15.11% |
$1.78M - $1.82M
|
194K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-35.3K- 91.78% |
$1.82M - $1.86M
|
3.16K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-39.2K- 19.2% |
$2.02M - $2.06M
|
165K
$8.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.6K- 22.82% |
$2.04M - $2.08M
|
134K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.6K- 94.02% |
$2.15M - $2.19M
|
2.65K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-41.8K- 27.35% |
$2.16M - $2.2M
|
111K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-43.4K- 3.36% |
$2.24M - $2.28M
|
1.25M
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-43.9K- 11.38% |
$2.26M - $2.31M
|
342K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.1K- 69.65% |
$2.27M - $2.32M
|
19.2K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-44.5K- 21.58% |
$2.29M - $2.34M
|
162K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44.5K- 2.33% |
$2.29M - $2.34M
|
1.86M
$99.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 6.81% |
$2.45M - $2.5M
|
650K
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.6K- 6.91% |
$2.45M - $2.5M
|
641K
$34.1M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-58.6K- 41.71% |
$3.02M - $3.08M
|
81.9K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.3K- 7.28% |
$3.36M - $3.43M
|
831K
$44.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81.1K- 16.44% |
$4.18M - $4.26M
|
412K
$21.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-85K- 62.56% |
$4.38M - $4.47M
|
50.9K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-90.6K- 67.7% |
$4.67M - $4.76M
|
43.2K
$2.3M
|