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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.95K- 4.32% |
$100K - $102K
|
43.1K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 1.74% |
$103K - $105K
|
113K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2K- 2.37% |
$103K - $105K
|
82.5K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.07K- 0.87% |
$107K - $108K
|
237K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.08K- 18.48% |
$107K - $109K
|
9.18K
$482K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 21.04% |
$108K - $109K
|
7.84K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.14K- 12.47% |
$110K - $112K
|
15K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.19K- 15.23% |
$113K - $115K
|
12.2K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 13.79% |
$113K - $115K
|
13.8K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.23K- 4.57% |
$115K - $117K
|
46.5K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.23K- 5.09% |
$115K - $117K
|
41.6K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2.24K- 1.64% |
$115K - $117K
|
134K
$7.02M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.27K- 6.1% |
$117K - $119K
|
34.9K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.27K- 28.27% |
$117K - $119K
|
5.77K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.3K- 2.48% |
$118K - $120K
|
90.2K
$4.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-2.33K- 4.45% |
$120K - $122K
|
49.9K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.34K- 0.28% |
$121K - $123K
|
848K
$44.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.35K- 5.44% |
$121K - $123K
|
40.9K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.4K- 0.44% |
$124K - $126K
|
549K
$28.8M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.45K- 12.53% |
$126K - $128K
|
17.1K
$898K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.47K- 98.09% |
$127K - $129K
|
48
$2.52K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.5K- 1.83% |
$129K - $131K
|
134K
$7.04M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.51K- 18.09% |
$129K - $131K
|
11.3K
$596K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.53K- 33.37% |
$130K - $132K
|
5.05K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.54K- 0.95% |
$131K - $133K
|
265K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.62K- 1.34% |
$135K - $137K
|
193K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.63K- 0.21% |
$135K - $138K
|
1.23M
$64.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-2.64K- 11.14% |
$136K - $138K
|
21K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.65K- 8.32% |
$137K - $139K
|
29.2K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.79K- 8.33% |
$143K - $146K
|
30.6K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.8K- 15.33% |
$144K - $147K
|
15.5K
$813K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.87K- 4.84% |
$148K - $150K
|
56.4K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.94K- 42.75% |
$151K - $154K
|
3.94K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.99K- 5.96% |
$154K - $157K
|
47.2K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.09K- 7.5% |
$159K - $162K
|
38.1K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.1K- 1.94% |
$160K - $163K
|
157K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.21K- 0.87% |
$165K - $168K
|
367K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.29K- 1.31% |
$170K - $172K
|
247K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 26.28% |
$176K - $179K
|
9.56K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.54K- 7.31% |
$182K - $185K
|
44.8K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.74K- 82.77% |
$193K - $196K
|
779
$40.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.88K- 2.63% |
$200K - $203K
|
144K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.91K- 3.02% |
$201K - $205K
|
126K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4K- 50.0% |
$206K - $209K
|
4K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.09K- 12.82% |
$211K - $214K
|
27.8K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.1K- 1.72% |
$211K - $215K
|
235K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.1K- 29.03% |
$211K - $215K
|
10K
$526K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-4.13K- 5.59% |
$213K - $216K
|
69.8K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.19K- 26.59% |
$216K - $219K
|
11.6K
$607K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.33K- 0.82% |
$223K - $227K
|
522K
$27.4M
|