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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 15.63% |
$1.76M - $1.8M
|
253K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
33.9KNew |
$1.75M - $1.78M
|
33.9K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.6K+ 16.91% |
$1.73M - $1.77M
|
232K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 14.06% |
$1.72M - $1.75M
|
271K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32.8K+ 1834.49% |
$1.69M - $1.72M
|
34.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32K+ 3.91% |
$1.65M - $1.68M
|
850K
$44.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
31.9K+ 10.69% |
$1.64M - $1.67M
|
330K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
30.6K+ 7.15% |
$1.58M - $1.61M
|
459K
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.6K+ 2.2% |
$1.58M - $1.61M
|
1.42M
$74.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30.4K+ 3.13% |
$1.57M - $1.6M
|
999K
$52.2M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
29.2KNew |
$1.51M - $1.53M
|
29.2K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.9KNew |
$1.44M - $1.47M
|
27.9K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
27.2KNew |
$1.4M - $1.43M
|
27.2K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.8K+ 9.23% |
$1.38M - $1.41M
|
317K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
26.8K+ 7.49% |
$1.38M - $1.41M
|
384K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
25.5KNew |
$1.31M - $1.34M
|
25.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25K+ 377.09% |
$1.29M - $1.32M
|
31.7K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
24.2KNew |
$1.25M - $1.27M
|
24.2K
$1.27M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
23.7KNew |
$1.22M - $1.24M
|
23.7K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
23.5KNew |
$1.21M - $1.23M
|
23.5K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 6.5% |
$1.21M - $1.23M
|
383K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 13.1% |
$1.2M - $1.22M
|
201K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.3K+ 129.65% |
$1.2M - $1.22M
|
41.2K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.1K+ 7.73% |
$1.19M - $1.22M
|
322K
$16.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
22.3K+ 138.29% |
$1.15M - $1.17M
|
38.4K
$2.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.1K+ 3.08% |
$1.14M - $1.16M
|
742K
$38.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.1K+ 98.28% |
$1.14M - $1.16M
|
44.6K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.1KNew |
$1.14M - $1.16M
|
22.1K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
21.9K+ 60.03% |
$1.13M - $1.15M
|
58.4K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.9K+ 391.41% |
$1.13M - $1.15M
|
27.5K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.9K+ 2.93% |
$1.13M - $1.15M
|
767K
$40.1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.7K+ 1.85% |
$1.12M - $1.14M
|
1.2M
$62.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.5K+ 18.08% |
$1.11M - $1.13M
|
140K
$7.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.6K+ 127.77% |
$1.06M - $1.08M
|
36.7K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
20.3KNew |
$1.05M - $1.07M
|
20.3K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
20.2K+ 38.6% |
$1.04M - $1.06M
|
72.6K
$3.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
20.1K+ 7.0% |
$1.03M - $1.05M
|
307K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19.5KNew |
$1.01M - $1.03M
|
19.5K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$997K - $1.02M
|
19.3K
$1.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19K+ 7.92% |
$981K - $1M
|
259K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19K+ 19.79% |
$979K - $998K
|
115K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.1K+ 8.22% |
$935K - $953K
|
239K
$12.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$931K - $950K
|
18.1K
$944K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
18.1K+ 1.32% |
$931K - $949K
|
1.38M
$72.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18K+ 20.65% |
$927K - $945K
|
105K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
17.8KNew |
$918K - $936K
|
17.8K
$931K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.3K+ 10.53% |
$890K - $907K
|
181K
$9.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 16.85% |
$873K - $890K
|
117K
$6.14M
|