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 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-41- 0.68% |
$2.11K - $2.15K
|
6.01K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-49- 0.69% |
$2.53K - $2.57K
|
7.05K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-50- 1.28% |
$2.58K - $2.63K
|
3.87K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.55% |
$3.61K - $3.68K
|
12.6K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-95- 0.74% |
$4.9K - $4.99K
|
12.7K
$656K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-96- 1.25% |
$4.95K - $5.04K
|
7.57K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-100- 2.46% |
$5.15K - $5.26K
|
3.96K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-102- 1.65% |
$5.26K - $5.36K
|
6.08K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-102- 0.71% |
$5.26K - $5.36K
|
14.3K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-130- 0.64% |
$6.7K - $6.83K
|
20.3K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-132- 6.02% |
$6.8K - $6.94K
|
2.06K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-144- 1.5% |
$7.42K - $7.57K
|
9.48K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-147- 0.96% |
$7.58K - $7.72K
|
15.1K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-164- 3.58% |
$8.45K - $8.62K
|
4.42K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-173- 0.56% |
$8.92K - $9.09K
|
30.7K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-176- 0.58% |
$9.07K - $9.25K
|
30.4K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182- 2.58% |
$9.38K - $9.56K
|
6.88K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-182- 2.87% |
$9.38K - $9.56K
|
6.15K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-188- 2.13% |
$9.69K - $9.88K
|
8.65K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-210- 2.97% |
$10.8K - $11K
|
6.87K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 5.47% |
$10.9K - $11.1K
|
3.66K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-223- 4.85% |
$11.5K - $11.7K
|
4.37K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-228- 49.89% |
$11.8K - $12K
|
229
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-244- 19.68% |
$12.6K - $12.8K
|
996
$51.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.91% |
$12.9K - $13.1K
|
4.84K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-254- 69.78% |
$13.1K - $13.3K
|
110
$5.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-261- 0.25% |
$13.5K - $13.7K
|
106K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-261- 1.53% |
$13.5K - $13.7K
|
16.8K
$870K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-267- 28.9% |
$13.8K - $14K
|
657
$34K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-270- 8.82% |
$13.9K - $14.2K
|
2.79K
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 1.91% |
$15K - $15.3K
|
14.9K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-302- 3.43% |
$15.6K - $15.9K
|
8.49K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-310- 2.77% |
$16K - $16.3K
|
10.9K
$563K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 1.96% |
$16.6K - $16.9K
|
16.1K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-338- 3.88% |
$17.4K - $17.8K
|
8.38K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-365- 22.31% |
$18.8K - $19.2K
|
1.27K
$65.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-382- 4.04% |
$19.7K - $20.1K
|
9.08K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-390- 87.25% |
$20.1K - $20.5K
|
57
$2.95K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-392- 4.16% |
$20.2K - $20.6K
|
9.03K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 2.75% |
$20.6K - $21K
|
14.1K
$733K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 0.55% |
$20.6K - $21K
|
71.7K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-405- 1.18% |
$20.9K - $21.3K
|
33.8K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-424- 30.53% |
$21.9K - $22.3K
|
965
$50K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-465- 1.52% |
$24K - $24.4K
|
30.2K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-475- 5.49% |
$24.5K - $25K
|
8.17K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-495- 7.68% |
$25.5K - $26K
|
5.95K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-507- 4.78% |
$26.1K - $26.6K
|
10.1K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-507- 0.06% |
$26.1K - $26.6K
|
864K
$44.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-527- 10.78% |
$27.2K - $27.7K
|
4.36K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-531- 0.2% |
$27.4K - $27.9K
|
260K
$13.5M
|