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 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-380- 20.0% |
$19.6K - $19.9K
|
1.52K
$79.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-395- 5.03% |
$20.4K - $20.7K
|
7.46K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-398- 81.39% |
$20.5K - $20.8K
|
91
$4.78K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-399- 0.65% |
$20.6K - $20.9K
|
61.2K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-400- 3.75% |
$20.6K - $20.9K
|
10.3K
$539K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-417- 1.66% |
$21.5K - $21.8K
|
24.7K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-422- 64.23% |
$21.7K - $22.1K
|
235
$12.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-428- 0.76% |
$22.1K - $22.4K
|
55.7K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-430- 20.1% |
$22.2K - $22.5K
|
1.71K
$89.7K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-440- 8.21% |
$22.7K - $23K
|
4.92K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-445- 7.08% |
$22.9K - $23.3K
|
5.84K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-464- 10.74% |
$23.9K - $24.3K
|
3.86K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-464- 46.59% |
$23.9K - $24.3K
|
532
$27.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-481- 4.43% |
$24.8K - $25.2K
|
10.4K
$545K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-488- 5.75% |
$25.1K - $25.6K
|
8K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-489- 2.74% |
$25.2K - $25.6K
|
17.3K
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-490- 4.7% |
$25.2K - $25.7K
|
9.93K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-500- 0.91% |
$25.8K - $26.2K
|
54.6K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 5.33% |
$25.8K - $26.2K
|
8.88K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-501- 5.98% |
$25.8K - $26.2K
|
7.88K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-523- 0.46% |
$26.9K - $27.4K
|
112K
$5.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-537- 3.34% |
$27.7K - $28.1K
|
15.6K
$817K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-537- 2.57% |
$27.7K - $28.1K
|
20.3K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-556- 84.89% |
$28.6K - $29.1K
|
99
$5.2K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-565- 14.03% |
$29.1K - $29.6K
|
3.46K
$182K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-612- 5.26% |
$31.5K - $32.1K
|
11K
$579K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-634- 8.5% |
$32.7K - $33.2K
|
6.82K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-636- 1.62% |
$32.8K - $33.3K
|
38.5K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-637- 1.6% |
$32.8K - $33.4K
|
39.1K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-661- 7.71% |
$34.1K - $34.6K
|
7.92K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-663- 49.29% |
$34.2K - $34.7K
|
682
$35.8K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-664- 8.06% |
$34.2K - $34.8K
|
7.57K
$398K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-682- 5.17% |
$35.1K - $35.7K
|
12.5K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-697- 2.06% |
$35.9K - $36.5K
|
33.1K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-706- 3.57% |
$36.4K - $37K
|
19.1K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-721- 3.55% |
$37.1K - $37.8K
|
19.6K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-768- 11.18% |
$39.6K - $40.2K
|
6.1K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-772- 2.66% |
$39.8K - $40.4K
|
28.2K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-790- 11.04% |
$40.7K - $41.4K
|
6.37K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-800- 0.62% |
$41.2K - $41.9K
|
129K
$6.78M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-816- 3.17% |
$42K - $42.7K
|
24.9K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-820- 84.97% |
$42.2K - $42.9K
|
145
$7.61K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-826- 27.72% |
$42.6K - $43.3K
|
2.15K
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-827- 1.1% |
$42.6K - $43.3K
|
74.7K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-829- 1.73% |
$42.7K - $43.4K
|
47K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-849- 11.58% |
$43.7K - $44.5K
|
6.48K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-874- 4.75% |
$45K - $45.8K
|
17.5K
$921K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-877- 3.68% |
$45.2K - $45.9K
|
22.9K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-881- 10.78% |
$45.4K - $46.1K
|
7.29K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 27.41% |
$46.8K - $47.6K
|
2.41K
$126K
|