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 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.77K- 9.18% |
$91K - $92.5K
|
17.5K
$927K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.85K- 15.61% |
$95.1K - $96.6K
|
9.97K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.85K- 1.2% |
$95.3K - $96.9K
|
152K
$8.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.89K- 3.24% |
$97.2K - $98.8K
|
56.3K
$2.98M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.9K- 6.35% |
$97.9K - $99.5K
|
28K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.95K- 4.32% |
$100K - $102K
|
43.1K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 1.74% |
$103K - $105K
|
113K
$5.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2K- 2.37% |
$103K - $105K
|
82.5K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.07K- 0.87% |
$107K - $108K
|
237K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.08K- 18.48% |
$107K - $109K
|
9.18K
$487K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 21.04% |
$108K - $109K
|
7.84K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.14K- 12.47% |
$110K - $112K
|
15K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.19K- 15.23% |
$113K - $115K
|
12.2K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 13.79% |
$113K - $115K
|
13.8K
$729K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.23K- 4.57% |
$115K - $117K
|
46.5K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.23K- 5.09% |
$115K - $117K
|
41.6K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2.24K- 1.64% |
$115K - $117K
|
134K
$7.1M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.27K- 6.1% |
$117K - $119K
|
34.9K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.27K- 28.27% |
$117K - $119K
|
5.77K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.3K- 2.48% |
$118K - $120K
|
90.2K
$4.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-2.33K- 4.45% |
$120K - $122K
|
49.9K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.34K- 0.28% |
$121K - $123K
|
848K
$45M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.35K- 5.44% |
$121K - $123K
|
40.9K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.4K- 0.44% |
$124K - $126K
|
549K
$29.1M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.45K- 12.53% |
$126K - $128K
|
17.1K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.47K- 98.09% |
$127K - $129K
|
48
$2.55K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.5K- 1.83% |
$129K - $131K
|
134K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.51K- 18.09% |
$129K - $131K
|
11.3K
$602K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.53K- 33.37% |
$130K - $132K
|
5.05K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.54K- 0.95% |
$131K - $133K
|
265K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.62K- 1.34% |
$135K - $137K
|
193K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.63K- 0.21% |
$135K - $138K
|
1.23M
$65M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-2.64K- 11.14% |
$136K - $138K
|
21K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.65K- 8.32% |
$137K - $139K
|
29.2K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.79K- 8.33% |
$143K - $146K
|
30.6K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.8K- 15.33% |
$144K - $147K
|
15.5K
$821K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.87K- 4.84% |
$148K - $150K
|
56.4K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.94K- 42.75% |
$151K - $154K
|
3.94K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.99K- 5.96% |
$154K - $157K
|
47.2K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.09K- 7.5% |
$159K - $162K
|
38.1K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.1K- 1.94% |
$160K - $163K
|
157K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.21K- 0.87% |
$165K - $168K
|
367K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.29K- 1.31% |
$170K - $172K
|
247K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.41K- 26.28% |
$176K - $179K
|
9.56K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.54K- 7.31% |
$182K - $185K
|
44.8K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.74K- 82.77% |
$193K - $196K
|
779
$41.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.88K- 2.63% |
$200K - $203K
|
144K
$7.63M
|
|
|
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
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4K- 50.0% |
$206K - $209K
|
4K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.09K- 12.82% |
$211K - $214K
|
27.8K
$1.47M
|