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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
349+ 7.32% |
$18K - $18.3K
|
5.12K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
345+ 1.39% |
$17.8K - $18.1K
|
25.1K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
333New |
$17.2K - $17.5K
|
333
$17.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
330New |
$17K - $17.3K
|
330
$17.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
298New |
$15.4K - $15.7K
|
298
$15.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
298+ 0.56% |
$15.4K - $15.7K
|
53.3K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
295+ 1.51% |
$15.2K - $15.5K
|
19.8K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
287+ 1.17% |
$14.8K - $15.1K
|
24.9K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
283New |
$14.6K - $14.9K
|
283
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
266New |
$13.7K - $14K
|
266
$13.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$13.5K - $13.7K
|
261
$13.6K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
250+ 0.84% |
$12.9K - $13.1K
|
29.9K
$1.56M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
245New |
$12.6K - $12.9K
|
245
$12.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
244New |
$12.6K - $12.8K
|
244
$12.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
242+ 5.37% |
$12.5K - $12.7K
|
4.75K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
236+ 2.39% |
$12.2K - $12.4K
|
10.1K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
229+ 2.2% |
$11.8K - $12K
|
10.6K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
229+ 0.76% |
$11.8K - $12K
|
30.5K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
222+ 1.08% |
$11.4K - $11.7K
|
20.7K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
220New |
$11.3K - $11.6K
|
220
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
206+ 74.91% |
$10.6K - $10.8K
|
481
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
205+ 1.01% |
$10.6K - $10.8K
|
20.6K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
202New |
$10.4K - $10.6K
|
202
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 0.08% |
$10.3K - $10.5K
|
252K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 1.38% |
$10.3K - $10.5K
|
14.7K
$770K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
197+ 0.63% |
$10.2K - $10.4K
|
31.7K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
190+ 0.15% |
$9.79K - $9.98K
|
130K
$6.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175+ 18.04% |
$9.02K - $9.2K
|
1.15K
$59.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
172+ 2.83% |
$8.86K - $9.04K
|
6.24K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
170+ 2.19% |
$8.76K - $8.93K
|
7.94K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
163+ 2.12% |
$8.4K - $8.57K
|
7.85K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
159+ 2.5% |
$8.19K - $8.36K
|
6.53K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
157+ 0.85% |
$8.09K - $8.25K
|
18.6K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152+ 21.84% |
$7.83K - $7.99K
|
848
$44.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
148+ 7.75% |
$7.63K - $7.78K
|
2.06K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
128+ 0.24% |
$6.6K - $6.73K
|
53.8K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
127+ 2.15% |
$6.55K - $6.67K
|
6.05K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
121+ 0.72% |
$6.24K - $6.36K
|
16.9K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
119+ 1.34% |
$6.13K - $6.25K
|
9.02K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
119+ 1.41% |
$6.13K - $6.25K
|
8.58K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
114New |
$5.88K - $5.99K
|
114
$5.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
111+ 1.53% |
$5.72K - $5.83K
|
7.35K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
107+ 1.9% |
$5.51K - $5.62K
|
5.75K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 0.7% |
$5.15K - $5.26K
|
14.4K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
99+ 20.58% |
$5.1K - $5.2K
|
580
$30.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
97+ 1.75% |
$5K - $5.1K
|
5.63K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
92+ 1.99% |
$4.74K - $4.83K
|
4.71K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
88+ 1.72% |
$4.54K - $4.62K
|
5.21K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 1.04% |
$4.54K - $4.62K
|
8.55K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
85+ 1.72% |
$4.38K - $4.47K
|
5.02K
$263K
|