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 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
111+ 1.53% |
$5.72K - $5.83K
|
7.35K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
107+ 1.9% |
$5.51K - $5.62K
|
5.75K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 0.7% |
$5.15K - $5.26K
|
14.4K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
97+ 1.75% |
$5K - $5.1K
|
5.63K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
92+ 1.99% |
$4.74K - $4.83K
|
4.71K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
88+ 1.72% |
$4.54K - $4.62K
|
5.21K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 1.04% |
$4.54K - $4.62K
|
8.55K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
85+ 1.72% |
$4.38K - $4.47K
|
5.02K
$260K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
83+ 0.84% |
$4.28K - $4.36K
|
9.93K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
82+ 5.76% |
$4.23K - $4.31K
|
1.51K
$78K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
72+ 0.49% |
$3.71K - $3.78K
|
14.9K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68New |
$3.5K - $3.57K
|
68
$3.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
67+ 1.4% |
$3.45K - $3.52K
|
4.85K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.41% |
$3.35K - $3.42K
|
4.69K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56New |
$2.89K - $2.94K
|
56
$2.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 0.16% |
$1.65K - $1.68K
|
19.9K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$1.39K - $1.42K
|
3.76K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 0.67% |
$1.34K - $1.37K
|
3.92K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
21+ 0.1% |
$1.08K - $1.1K
|
21.4K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20+ 0.91% |
$1.03K - $1.05K
|
2.22K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18+ 0.24% |
$928 - $946
|
7.41K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.1% |
$773 - $788
|
15.2K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
15New |
$773 - $788
|
15
$777
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.25% |
$567 - $578
|
4.38K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$515 - $526
|
8.18K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$515 - $526
|
11
$570
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$412 - $420
|
47.6K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.03% |
$412 - $420
|
27.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.38% |
$412 - $420
|
2.14K
$111K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.44% |
$412 - $420
|
562
$29.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$361 - $368
|
13.3K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.54% |
$258 - $263
|
329
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.03% |
$206 - $210
|
11.9K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.26% |
$206 - $210
|
1.54K
$79.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.02% |
$155 - $158
|
12.2K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.34% |
$103 - $105
|
151
$7.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$51.5 - $52.6
|
3.35K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.69% |
$51.5 - $52.6
|
60
$3.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.56% |
$51.5 - $52.6
|
40
$2.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$51.5 - $52.6
|
5.88K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.7% |
$51.5 - $52.6
|
38
$1.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$51.5 - $52.6
|
10.7K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4- 0.01% |
$206 - $210
|
29.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-7- 0.17% |
$361 - $368
|
4.11K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.05% |
$1.03K - $1.05K
|
44.2K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-21- 0.23% |
$1.08K - $1.1K
|
9.27K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-26- 0.15% |
$1.34K - $1.37K
|
17.1K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-35- 0.73% |
$1.8K - $1.84K
|
4.75K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-40- 0.21% |
$2.06K - $2.1K
|
19K
$987K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-40- 0.86% |
$2.06K - $2.1K
|
4.6K
$238K
|