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 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.2K+ 16.01% |
$2.02M - $2.06M
|
284K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$2.01M - $2.05M
|
39.1K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.1K+ 6.58% |
$2.01M - $2.05M
|
633K
$32.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.7KNew |
$1.99M - $2.03M
|
38.7K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
38.5K+ 26.96% |
$1.98M - $2.02M
|
181K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38.2K+ 6.12% |
$1.97M - $2.01M
|
663K
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
36.6K+ 89.21% |
$1.89M - $1.93M
|
77.7K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36.3K+ 5.42% |
$1.87M - $1.91M
|
705K
$36.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.2K+ 8.09% |
$1.81M - $1.85M
|
470K
$24.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 14.06% |
$1.72M - $1.75M
|
271K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32K+ 3.91% |
$1.65M - $1.68M
|
850K
$44.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
31.9K+ 10.69% |
$1.64M - $1.67M
|
330K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
30.6K+ 7.15% |
$1.58M - $1.61M
|
459K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.6K+ 2.2% |
$1.58M - $1.61M
|
1.42M
$73.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30.4K+ 3.13% |
$1.57M - $1.6M
|
999K
$51.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.9KNew |
$1.44M - $1.47M
|
27.9K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
26.8K+ 7.49% |
$1.38M - $1.41M
|
384K
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25.5KNew |
$1.31M - $1.34M
|
25.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25K+ 377.09% |
$1.29M - $1.32M
|
31.7K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
24.2KNew |
$1.25M - $1.27M
|
24.2K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 6.5% |
$1.21M - $1.23M
|
383K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 13.1% |
$1.2M - $1.22M
|
201K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.1K+ 7.73% |
$1.19M - $1.22M
|
322K
$16.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.1K+ 3.08% |
$1.14M - $1.16M
|
742K
$38.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.1K+ 98.28% |
$1.14M - $1.16M
|
44.6K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
21.9K+ 60.03% |
$1.13M - $1.15M
|
58.4K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.9K+ 2.93% |
$1.13M - $1.15M
|
767K
$39.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.7K+ 1.85% |
$1.12M - $1.14M
|
1.2M
$62M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.5K+ 18.08% |
$1.11M - $1.13M
|
140K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.6K+ 127.77% |
$1.06M - $1.08M
|
36.7K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
20.3KNew |
$1.05M - $1.07M
|
20.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
20.2K+ 38.6% |
$1.04M - $1.06M
|
72.6K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$997K - $1.02M
|
19.3K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19K+ 19.79% |
$979K - $998K
|
115K
$5.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$931K - $950K
|
18.1K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
18.1K+ 1.32% |
$931K - $949K
|
1.38M
$71.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
17.8KNew |
$918K - $936K
|
17.8K
$923K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.3K+ 10.53% |
$890K - $907K
|
181K
$9.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 16.85% |
$873K - $890K
|
117K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$822K - $838K
|
16K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.9K+ 13.55% |
$817K - $833K
|
133K
$6.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
15.6K+ 38.38% |
$802K - $818K
|
56.1K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15.6K+ 3.13% |
$802K - $817K
|
513K
$26.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
15.5K+ 6.24% |
$801K - $817K
|
265K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15.1K+ 44.49% |
$779K - $795K
|
49.1K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 5.39% |
$760K - $775K
|
288K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
14.5KNew |
$745K - $760K
|
14.5K
$749K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
14.3KNew |
$739K - $754K
|
14.3K
$743K
|