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 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
450+ 9.47% |
$23.2K - $23.6K
|
5.2K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
447+ 1.04% |
$23K - $23.5K
|
43.3K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
446+ 2.05% |
$23K - $23.4K
|
22.3K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
433+ 0.22% |
$22.3K - $22.8K
|
194K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
423+ 7.6% |
$21.8K - $22.2K
|
5.99K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
421New |
$21.7K - $22.1K
|
421
$22.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
421+ 1.82% |
$21.7K - $22.1K
|
23.5K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
400+ 2.83% |
$20.6K - $21K
|
14.5K
$773K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
395+ 0.23% |
$20.4K - $20.8K
|
172K
$9.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
390+ 88.44% |
$20.1K - $20.5K
|
831
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
389+ 8.1% |
$20K - $20.4K
|
5.19K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
377+ 1.45% |
$19.4K - $19.8K
|
26.4K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
376+ 0.3% |
$19.4K - $19.8K
|
127K
$6.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
371+ 3.24% |
$19.1K - $19.5K
|
11.8K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
365+ 1140.63% |
$18.8K - $19.2K
|
397
$21.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
350+ 4.37% |
$18K - $18.4K
|
8.35K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
349+ 7.32% |
$18K - $18.3K
|
5.12K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
345+ 1.39% |
$17.8K - $18.1K
|
25.1K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
333New |
$17.2K - $17.5K
|
333
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
330New |
$17K - $17.3K
|
330
$17.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
298+ 0.56% |
$15.4K - $15.7K
|
53.3K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
298New |
$15.4K - $15.7K
|
298
$15.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
295+ 1.51% |
$15.2K - $15.5K
|
19.8K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
287+ 1.17% |
$14.8K - $15.1K
|
24.9K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
283New |
$14.6K - $14.9K
|
283
$15K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
266New |
$13.7K - $14K
|
266
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$13.5K - $13.7K
|
261
$13.9K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
250+ 0.84% |
$12.9K - $13.1K
|
29.9K
$1.59M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
245New |
$12.6K - $12.9K
|
245
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
244New |
$12.6K - $12.8K
|
244
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
242+ 5.37% |
$12.5K - $12.7K
|
4.75K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
236+ 2.39% |
$12.2K - $12.4K
|
10.1K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
229+ 2.2% |
$11.8K - $12K
|
10.6K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
229+ 0.76% |
$11.8K - $12K
|
30.5K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
222+ 1.08% |
$11.4K - $11.7K
|
20.7K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
220New |
$11.3K - $11.6K
|
220
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
206+ 74.91% |
$10.6K - $10.8K
|
481
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
205+ 1.01% |
$10.6K - $10.8K
|
20.6K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
202New |
$10.4K - $10.6K
|
202
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 0.08% |
$10.3K - $10.5K
|
252K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 1.38% |
$10.3K - $10.5K
|
14.7K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
197+ 0.63% |
$10.2K - $10.4K
|
31.7K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
190+ 0.15% |
$9.79K - $9.98K
|
130K
$6.9M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
186New |
$9.59K - $9.77K
|
186
$9.88K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175+ 18.04% |
$9.02K - $9.2K
|
1.15K
$60.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
172+ 2.83% |
$8.86K - $9.04K
|
6.24K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
170+ 2.19% |
$8.76K - $8.93K
|
7.94K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
163+ 2.12% |
$8.4K - $8.57K
|
7.85K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
159+ 2.5% |
$8.19K - $8.36K
|
6.53K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
157+ 0.85% |
$8.09K - $8.25K
|
18.6K
$990K
|