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 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.2% |
$567 - $578
|
5.46K
$283K
|
|
|
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
$571
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.03% |
$412 - $420
|
27.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$412 - $420
|
47.6K
$2.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.44% |
$412 - $420
|
562
$29.2K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.38% |
$412 - $420
|
2.14K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$361 - $368
|
13.3K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.54% |
$258 - $263
|
329
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.26% |
$206 - $210
|
1.54K
$79.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.03% |
$206 - $210
|
11.9K
$616K
|
|
|
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
$7.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.07% |
$103 - $105
|
2.69K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.56% |
$51.5 - $52.6
|
40
$2.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$51.5 - $52.6
|
5.88K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$51.5 - $52.6
|
1
$51.9
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$51.5 - $52.6
|
3.35K
$174K
|
|
|
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
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.69% |
$51.5 - $52.6
|
60
$3.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4- 0.01% |
$206 - $210
|
29.6K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 0.06% |
$258 - $263
|
8.2K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-7- 0.17% |
$361 - $368
|
4.11K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.45% |
$979 - $998
|
4.2K
$218K
|
|
|
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
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-26- 0.15% |
$1.34K - $1.37K
|
17.1K
$889K
|
|
|
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
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-40- 0.86% |
$2.06K - $2.1K
|
4.6K
$238K
|
|
|
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
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-50- 1.28% |
$2.58K - $2.63K
|
3.87K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-62- 0.16% |
$3.2K - $3.26K
|
38.1K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.55% |
$3.61K - $3.68K
|
12.6K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-74- 0.79% |
$3.81K - $3.89K
|
9.26K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-95- 0.74% |
$4.9K - $4.99K
|
12.7K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-96- 1.25% |
$4.95K - $5.04K
|
7.57K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 1.53% |
$5.15K - $5.26K
|
6.43K
$334K
|
|
|
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
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-104- 0.92% |
$5.36K - $5.47K
|
11.3K
$584K
|
|
|
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
$492K
|
|
|
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
|