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 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-877- 3.68% |
$45.2K - $45.9K
|
22.9K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-881- 10.78% |
$45.4K - $46.1K
|
7.29K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 27.41% |
$46.8K - $47.6K
|
2.41K
$128K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-909- 18.1% |
$46.8K - $47.6K
|
4.11K
$218K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-922- 0.44% |
$47.5K - $48.3K
|
207K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-955- 4.04% |
$49.2K - $50K
|
22.7K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-960- 13.12% |
$49.5K - $50.3K
|
6.36K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-967- 4.32% |
$49.8K - $50.6K
|
21.4K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-970- 11.1% |
$50K - $50.8K
|
7.77K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-980- 4.85% |
$50.5K - $51.3K
|
19.2K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-984- 19.23% |
$50.7K - $51.5K
|
4.13K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-993- 19.68% |
$51.2K - $52K
|
4.05K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-999- 9.38% |
$51.5K - $52.3K
|
9.65K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-1K- 10.0% |
$51.5K - $52.4K
|
9K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 28.36% |
$54.9K - $55.8K
|
2.69K
$143K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.07K- 9.0% |
$55K - $55.9K
|
10.8K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.07K- 14.16% |
$55.2K - $56.1K
|
6.5K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.12K- 8.15% |
$57.8K - $58.8K
|
12.7K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 1.08% |
$59K - $60K
|
105K
$5.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.17K- 2.6% |
$60.2K - $61.2K
|
43.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.17K- 2.45% |
$60.2K - $61.2K
|
46.6K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.2K- 11.5% |
$61.7K - $62.7K
|
9.21K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.21K- 12.57% |
$62.1K - $63.1K
|
8.38K
$445K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.23K- 4.2% |
$63.3K - $64.3K
|
28K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.23K- 4.0% |
$63.3K - $64.3K
|
29.5K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 20.65% |
$64.4K - $65.5K
|
4.8K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.28K- 76.12% |
$65.7K - $66.8K
|
400
$21.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.29K- 30.26% |
$66.3K - $67.4K
|
2.97K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.29K- 7.11% |
$66.4K - $67.5K
|
16.8K
$892K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1.3KClosed |
$66.9K - $68K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.33K- 1.47% |
$68.7K - $69.9K
|
89.2K
$4.73M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.35K- 6.2% |
$69.6K - $70.8K
|
20.4K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.37K- 4.96% |
$70.4K - $71.6K
|
26.2K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 6.74% |
$74.1K - $75.4K
|
19.9K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.48K- 9.7% |
$76K - $77.2K
|
13.7K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.48K- 12.05% |
$76.1K - $77.4K
|
10.8K
$572K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.52K- 5.41% |
$78.5K - $79.8K
|
26.7K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 0.73% |
$78.9K - $80.2K
|
208K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.54K- 3.96% |
$79.3K - $80.6K
|
37.3K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.57K- 0.85% |
$80.9K - $82.2K
|
182K
$9.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.58K- 79.8% |
$81.4K - $82.7K
|
400
$21.2K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.62K- 9.7% |
$83.5K - $84.9K
|
15.1K
$800K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.62K- 21.79% |
$83.6K - $85K
|
5.83K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.64K- 5.21% |
$84.3K - $85.7K
|
29.8K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.64K- 14.15% |
$84.6K - $86K
|
9.96K
$529K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.66K- 4.37% |
$85.4K - $86.8K
|
36.2K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-1.72K- 2.55% |
$88.4K - $89.8K
|
65.6K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.74K- 8.1% |
$89.4K - $90.9K
|
19.7K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.75K- 20.2% |
$90K - $91.5K
|
6.9K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 3.39% |
$90.9K - $92.4K
|
50.3K
$2.67M
|