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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.49K+ 2.08% |
$231K - $236K
|
221K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.41K+ 38.12% |
$227K - $232K
|
16K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
4.3KNew |
$221K - $226K
|
4.3K
$225K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.27KNew |
$220K - $225K
|
4.27K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.24K+ 9.61% |
$218K - $223K
|
48.4K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.23K+ 10.14% |
$218K - $222K
|
46K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
4.19KNew |
$216K - $220K
|
4.19K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.16K+ 11.75% |
$215K - $219K
|
39.6K
$2.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.08KNew |
$210K - $214K
|
4.08K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.04K+ 5.93% |
$208K - $212K
|
72.2K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.02KNew |
$207K - $211K
|
4.02K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.02K+ 43.81% |
$207K - $211K
|
13.2K
$689K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.97KNew |
$204K - $208K
|
3.97K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
3.94KNew |
$203K - $207K
|
3.94K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.91KNew |
$202K - $206K
|
3.91K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.91KNew |
$202K - $206K
|
3.91K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.79K+ 15.22% |
$196K - $199K
|
28.7K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.75K+ 9.47% |
$193K - $197K
|
43.3K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.74K+ 1.75% |
$193K - $197K
|
218K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.68K+ 49.99% |
$189K - $193K
|
11K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.65K+ 1.35% |
$188K - $192K
|
273K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.41K+ 25.87% |
$176K - $179K
|
16.6K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.41K+ 1.99% |
$176K - $179K
|
175K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.33K+ 43.92% |
$171K - $175K
|
10.9K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.31K+ 7.95% |
$171K - $174K
|
45K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.31K+ 3.29% |
$171K - $174K
|
104K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.27K+ 5.11% |
$169K - $172K
|
67.4K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.23K+ 4.46% |
$166K - $170K
|
75.6K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.1K+ 7.81% |
$160K - $163K
|
42.8K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.01K+ 1.15% |
$155K - $158K
|
264K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3K+ 37.14% |
$155K - $158K
|
11.1K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.99K+ 57.58% |
$154K - $157K
|
8.18K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.99K+ 75.32% |
$154K - $157K
|
6.95K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.95K+ 5.81% |
$152K - $155K
|
53.7K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.91K+ 1.82% |
$150K - $153K
|
163K
$8.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.88K+ 55.83% |
$148K - $151K
|
8.04K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 17.5% |
$148K - $151K
|
19.3K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.87KNew |
$148K - $151K
|
2.87K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.83K+ 12.38% |
$146K - $149K
|
25.7K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.81K+ 194.94% |
$145K - $148K
|
4.25K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.63K+ 2.03% |
$136K - $138K
|
133K
$6.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.63K+ 3.68% |
$136K - $138K
|
74.1K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.6K+ 11.23% |
$134K - $137K
|
25.7K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.56K+ 4.37% |
$132K - $135K
|
61.2K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.51K+ 3.8% |
$129K - $132K
|
68.5K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.44K+ 15.39% |
$126K - $128K
|
18.3K
$955K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.43K+ 66.86% |
$125K - $127K
|
6.05K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.4K+ 10.58% |
$124K - $126K
|
25.1K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
2.26KNew |
$117K - $119K
|
2.26K
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.24K+ 7.67% |
$115K - $118K
|
31.4K
$1.64M
|