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 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 2.74% |
$108K - $110K
|
78.3K
$4.06M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2K+ 6.28% |
$103K - $105K
|
33.9K
$1.76M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2KNew |
$103K - $105K
|
2K
$104K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92K+ 14.64% |
$99.1K - $101K
|
15.1K
$780K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.86K+ 1.77% |
$95.6K - $97.5K
|
106K
$5.51M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.79K+ 6.28% |
$92.1K - $93.9K
|
30.3K
$1.57M
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.79KNew |
$92.1K - $93.9K
|
1.79K
$92.6K
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
1.76K+ 3.4% |
$90.8K - $92.6K
|
53.6K
$2.78M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.73K+ 8.52% |
$89.3K - $91.1K
|
22.1K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.7KNew |
$87.7K - $89.4K
|
1.7K
$88.2K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.7KNew |
$87.6K - $89.3K
|
1.7K
$88.1K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 41.46% |
$87.3K - $89K
|
5.78K
$300K
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.69K+ 1.34% |
$86.8K - $88.5K
|
128K
$6.62M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68KNew |
$86.3K - $88K
|
1.68K
$86.8K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 14.52% |
$84.8K - $86.4K
|
13K
$672K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.61K+ 41.4% |
$82.9K - $84.5K
|
5.49K
$285K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.56K+ 3.2% |
$80.2K - $81.8K
|
50.2K
$2.6M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.44K+ 27.81% |
$74.1K - $75.5K
|
6.61K
$342K
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.41K+ 0.37% |
$72.5K - $73.9K
|
379K
$19.6M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 111.95% |
$71.5K - $72.9K
|
2.63K
$136K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.3KNew |
$66.7K - $68.1K
|
1.3K
$67.1K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$64.4K - $65.6K
|
67.8K
$3.52M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 27.41% |
$60.9K - $62.1K
|
5.5K
$285K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.15KNew |
$59.2K - $60.3K
|
1.15K
$59.5K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.15K+ 5.81% |
$59.1K - $60.2K
|
20.9K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.53% |
$57.9K - $59.1K
|
74.5K
$3.86M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 923.97% |
$57.6K - $58.8K
|
1.24K
$64.2K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.04K+ 1.04% |
$53.7K - $54.7K
|
101K
$5.26M
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
994+ 2.35% |
$51.2K - $52.2K
|
43.3K
$2.24M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
987+ 2.52% |
$50.9K - $51.9K
|
40.1K
$2.08M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951+ 2.04% |
$49K - $50K
|
47.6K
$2.47M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
947+ 24.61% |
$48.8K - $49.8K
|
4.8K
$248K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
919+ 2.04% |
$47.4K - $48.3K
|
45.9K
$2.38M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
849+ 0.92% |
$43.8K - $44.6K
|
92.9K
$4.81M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
840+ 2.98% |
$43.3K - $44.1K
|
29K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
837+ 49.24% |
$43.1K - $44K
|
2.54K
$131K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
831+ 1.41% |
$42.8K - $43.7K
|
59.8K
$3.1M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
827New |
$42.6K - $43.5K
|
827
$42.9K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
820+ 144.11% |
$42.3K - $43.1K
|
1.39K
$72K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
816+ 0.89% |
$42.1K - $42.9K
|
92K
$4.77M
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
810+ 7.13% |
$41.7K - $42.6K
|
12.2K
$630K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
800+ 4.44% |
$41.2K - $42K
|
18.8K
$975K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
772+ 2.09% |
$39.8K - $40.6K
|
37.7K
$1.96M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
696New |
$35.9K - $36.6K
|
696
$36.1K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
675+ 0.87% |
$34.8K - $35.5K
|
78.5K
$4.07M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
633New |
$32.6K - $33.3K
|
633
$32.8K
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
606+ 4.27% |
$31.2K - $31.8K
|
14.8K
$767K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
606+ 1.52% |
$31.2K - $31.8K
|
40.5K
$2.1M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
600+ 8.58% |
$30.9K - $31.5K
|
7.59K
$393K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
575+ 25.48% |
$29.6K - $30.2K
|
2.83K
$147K
|