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
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.15K+ 5.81% |
$59.1K - $60.2K
|
20.9K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.53% |
$57.9K - $59.1K
|
74.5K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 923.97% |
$57.6K - $58.8K
|
1.24K
$65.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 1.15% |
$54.2K - $55.3K
|
92.3K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 0.19% |
$53.9K - $54.9K
|
543K
$28.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.04K+ 1.04% |
$53.7K - $54.7K
|
101K
$5.39M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
994+ 2.35% |
$51.2K - $52.2K
|
43.3K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
987+ 2.52% |
$50.9K - $51.9K
|
40.1K
$2.13M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
971New |
$50K - $51K
|
971
$51.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951+ 2.04% |
$49K - $50K
|
47.6K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
947+ 24.61% |
$48.8K - $49.8K
|
4.8K
$255K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
947+ 14.54% |
$48.8K - $49.8K
|
7.46K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
919+ 2.04% |
$47.4K - $48.3K
|
45.9K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
849+ 0.92% |
$43.8K - $44.6K
|
92.9K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
846+ 72.31% |
$43.6K - $44.5K
|
2.02K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
840+ 2.98% |
$43.3K - $44.1K
|
29K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
837+ 49.24% |
$43.1K - $44K
|
2.54K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
831+ 1.41% |
$42.8K - $43.7K
|
59.8K
$3.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
827New |
$42.6K - $43.5K
|
827
$43.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
820+ 144.11% |
$42.3K - $43.1K
|
1.39K
$73.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
816+ 0.89% |
$42.1K - $42.9K
|
92K
$4.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
810+ 7.13% |
$41.7K - $42.6K
|
12.2K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
800+ 4.44% |
$41.2K - $42K
|
18.8K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
772+ 2.09% |
$39.8K - $40.6K
|
37.7K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
709+ 3.77% |
$36.5K - $37.3K
|
19.5K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
696New |
$35.9K - $36.6K
|
696
$37K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
675+ 0.87% |
$34.8K - $35.5K
|
78.5K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
667+ 19.85% |
$34.4K - $35.1K
|
4.03K
$214K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
638New |
$32.9K - $33.5K
|
638
$33.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
633New |
$32.6K - $33.3K
|
633
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
631+ 1.56% |
$32.5K - $33.2K
|
41.1K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
631New |
$32.5K - $33.2K
|
631
$33.5K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
606+ 1.52% |
$31.2K - $31.8K
|
40.5K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
606+ 4.27% |
$31.2K - $31.8K
|
14.8K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
600+ 8.58% |
$30.9K - $31.5K
|
7.59K
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
575+ 25.48% |
$29.6K - $30.2K
|
2.83K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
567New |
$29.2K - $29.8K
|
567
$30.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
560+ 1.91% |
$28.9K - $29.4K
|
29.9K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
536+ 6.23% |
$27.6K - $28.2K
|
9.14K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
534+ 10.95% |
$27.5K - $28.1K
|
5.41K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
500+ 6.98% |
$25.8K - $26.3K
|
7.66K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
500New |
$25.8K - $26.3K
|
500
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
494+ 1.57% |
$25.5K - $26K
|
31.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
490+ 3.15% |
$25.3K - $25.7K
|
16K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
489New |
$25.2K - $25.7K
|
489
$26K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
483+ 2.98% |
$24.9K - $25.4K
|
16.7K
$888K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
476+ 0.32% |
$24.5K - $25K
|
148K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
476New |
$24.5K - $25K
|
476
$25.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
474+ 2.5% |
$24.4K - $24.9K
|
19.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
460+ 6.53% |
$23.7K - $24.2K
|
7.5K
$399K
|