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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-77- 1.68% |
$3.97K - $4.03K
|
4.52K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-81- 1.37% |
$4.17K - $4.24K
|
5.82K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-82- 5.45% |
$4.22K - $4.29K
|
1.42K
$74.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-86- 1.96% |
$4.43K - $4.5K
|
4.29K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-96- 0.41% |
$4.95K - $5.03K
|
23.4K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-97- 0.21% |
$5K - $5.08K
|
45.5K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-100- 1.68% |
$5.15K - $5.24K
|
5.85K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 0.19% |
$5.87K - $5.97K
|
60.7K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-119- 0.4% |
$6.13K - $6.23K
|
29.8K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-122- 0.4% |
$6.29K - $6.39K
|
30.4K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-123- 0.81% |
$6.34K - $6.44K
|
15.1K
$793K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-123- 2.13% |
$6.34K - $6.44K
|
5.64K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-129- 5.24% |
$6.65K - $6.76K
|
2.33K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-135- 1.42% |
$6.96K - $7.07K
|
9.35K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-142- 2.62% |
$7.32K - $7.44K
|
5.27K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-150- 0.55% |
$7.73K - $7.86K
|
27.4K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-151- 31.39% |
$7.78K - $7.91K
|
330
$17.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-152- 17.92% |
$7.83K - $7.96K
|
696
$36.5K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-153- 23.98% |
$7.88K - $8.01K
|
485
$25.5K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-154- 3.58% |
$7.93K - $8.06K
|
4.14K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-154- 1.81% |
$7.93K - $8.06K
|
8.37K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-161- 0.21% |
$8.29K - $8.43K
|
75.4K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-163- 2.89% |
$8.4K - $8.54K
|
5.47K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-165- 1.95% |
$8.5K - $8.64K
|
8.3K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-167- 0.91% |
$8.6K - $8.75K
|
18.3K
$960K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-179- 0.7% |
$9.22K - $9.37K
|
25.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-180- 1.94% |
$9.27K - $9.43K
|
9.09K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187- 1.24% |
$9.63K - $9.79K
|
14.9K
$781K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-190- 0.64% |
$9.79K - $9.95K
|
29.3K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-192- 5.79% |
$9.89K - $10.1K
|
3.12K
$164K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-193- 1.52% |
$9.94K - $10.1K
|
12.5K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-200- 4.91% |
$10.3K - $10.5K
|
3.87K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-206- 36.33% |
$10.6K - $10.8K
|
361
$19K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-208- 2.59% |
$10.7K - $10.9K
|
7.82K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-241- 0.26% |
$12.4K - $12.6K
|
91K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-251- 6.11% |
$12.9K - $13.1K
|
3.86K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-257- 4.06% |
$13.2K - $13.5K
|
6.08K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-268- 1.83% |
$13.8K - $14K
|
14.4K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-280- 1.89% |
$14.4K - $14.7K
|
14.5K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-300- 11.33% |
$15.5K - $15.7K
|
2.35K
$123K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-302- 4.62% |
$15.6K - $15.8K
|
6.23K
$327K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-304- 3.15% |
$15.7K - $15.9K
|
9.35K
$491K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-307- 2.52% |
$15.8K - $16.1K
|
11.9K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-310- 4.17% |
$16K - $16.2K
|
7.13K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-328- 0.84% |
$16.9K - $17.2K
|
38.8K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-339- 1.28% |
$17.5K - $17.8K
|
26.2K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-354- 23.03% |
$18.2K - $18.5K
|
1.18K
$62.1K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-361- 2.25% |
$18.6K - $18.9K
|
15.7K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-362- 5.62% |
$18.7K - $19K
|
6.08K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-379- 7.83% |
$19.5K - $19.8K
|
4.46K
$234K
|