Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.32M+ 105.35% |
$67.8M - $69M
|
2.57M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.31M+ 116.18% |
$67.3M - $68.4M
|
2.43M
$128M
|
|
|
May 07, 2025
Q1 2025
|
Arch Capital Group Ltd.
|
BUY
|
- |
1.27M+ 271.08% |
$65.6M - $66.6M
|
1.74M
$91.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.11M+ 16.01% |
$57.4M - $58.4M
|
8.08M
$424M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04M+ 35.59% |
$53.8M - $54.7M
|
3.98M
$209M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04M+ 22.28% |
$53.4M - $54.3M
|
5.69M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.03MNew |
$53.3M - $54.2M
|
1.03M
$54.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.02M+ 105.37% |
$52.3M - $53.2M
|
1.98M
$104M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
576K+ 227.52% |
$29.7M - $30.2M
|
829K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
555K+ 10.75% |
$28.6M - $29M
|
5.71M
$300M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
511K+ 3.85% |
$26.3M - $26.8M
|
13.8M
$723M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
499K+ 119.46% |
$25.7M - $26.1M
|
916K
$48.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
483K+ 2.21% |
$24.9M - $25.3M
|
22.3M
$1.17B
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
457K+ 11.13% |
$23.5M - $23.9M
|
4.56M
$239M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
353K+ 168.71% |
$18.2M - $18.5M
|
563K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325K+ 39.16% |
$16.8M - $17M
|
1.16M
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
321K+ 11.85% |
$16.6M - $16.8M
|
3.03M
$159M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
310K+ 59.62% |
$16M - $16.2M
|
830K
$43.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
276K+ 27.17% |
$14.2M - $14.5M
|
1.29M
$67.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
249KNew |
$12.9M - $13.1M
|
249K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
247K+ 30.98% |
$12.7M - $12.9M
|
1.04M
$54.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
247K+ 64.4% |
$12.7M - $12.9M
|
630K
$33.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
241K+ 403.4% |
$12.4M - $12.6M
|
301K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203K+ 127.39% |
$10.4M - $10.6M
|
362K
$19M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
187K+ 29.59% |
$9.65M - $9.81M
|
820K
$43.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
180K+ 37.8% |
$9.29M - $9.44M
|
657K
$34.5M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
173K+ 243.31% |
$8.93M - $9.07M
|
244K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
168K+ 68.96% |
$8.67M - $8.82M
|
412K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
156K+ 21.52% |
$8.06M - $8.19M
|
883K
$46.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 31.55% |
$8.05M - $8.18M
|
651K
$34.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
149KNew |
$7.67M - $7.79M
|
149K
$7.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
147KNew |
$7.58M - $7.7M
|
147K
$7.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
134KNew |
$6.89M - $7M
|
134K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
133K+ 0.63% |
$6.84M - $6.95M
|
21.3M
$1.12B
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
131K+ 230.69% |
$6.74M - $6.85M
|
188K
$9.85M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
130K+ 49.49% |
$6.68M - $6.79M
|
391K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
129K+ 38.66% |
$6.62M - $6.73M
|
461K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
124K+ 68.48% |
$6.39M - $6.5M
|
305K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 1.48% |
$5.76M - $5.85M
|
7.65M
$402M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
106K+ 84.25% |
$5.48M - $5.57M
|
232K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
104K+ 23.52% |
$5.36M - $5.45M
|
546K
$28.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
101K+ 109.99% |
$5.22M - $5.3M
|
193K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
100K+ 9.8% |
$5.17M - $5.26M
|
1.12M
$59.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100K+ 325.76% |
$5.15M - $5.24M
|
131K
$6.87M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93K+ 4.88% |
$4.79M - $4.87M
|
2M
$105M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
91.2K+ 184.7% |
$4.7M - $4.78M
|
141K
$7.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
90.6K+ 501.15% |
$4.67M - $4.74M
|
109K
$5.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89K+ 2.97% |
$4.58M - $4.66M
|
3.09M
$162M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
87.8K+ 25.04% |
$4.53M - $4.6M
|
439K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
80.1K+ 7.71% |
$4.13M - $4.2M
|
1.12M
$58.8M
|