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
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92K- 15.42% |
$4.74M - $4.83M
|
505K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94.1K- 95.61% |
$4.85M - $4.94M
|
4.32K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109K- 28.68% |
$5.61M - $5.72M
|
271K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-117K- 53.79% |
$6.03M - $6.15M
|
100K
$5.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145K- 3.49% |
$7.5M - $7.64M
|
4.02M
$214M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-150K- 37.86% |
$7.74M - $7.89M
|
246K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-178K- 40.44% |
$9.16M - $9.34M
|
262K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-204K- 97.85% |
$10.5M - $10.7M
|
4.48K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-205K- 93.1% |
$10.6M - $10.8M
|
15.2K
$808K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-216K- 10.58% |
$11.1M - $11.3M
|
1.82M
$96.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231K- 8.39% |
$11.9M - $12.1M
|
2.52M
$134M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-235K- 11.59% |
$12.1M - $12.4M
|
1.8M
$95.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-267K- 20.89% |
$13.8M - $14M
|
1.01M
$53.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-426K- 8.38% |
$21.9M - $22.4M
|
4.65M
$247M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-462K- 49.19% |
$23.8M - $24.3M
|
477K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-471K- 5.24% |
$24.3M - $24.7M
|
8.51M
$452M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 11.91% |
$52.6M - $53.6M
|
7.54M
$401M
|
|
|
Feb 10, 2025
Q4 2024
|
Arch Capital Group Ltd.
|
SELL
|
- |
-1.7M- 78.38% |
$87.7M - $89.4M
|
469K
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.28M- 9.73% |
$118M - $120M
|
21.2M
$1.13B
|
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-5.01M- 32.51% |
$258M - $263M
|
10.4M
$553M
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-9.05M- 91.79% |
$467M - $476M
|
810K
$43M
|