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 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.39K- 25.49% |
$226K - $230K
|
12.8K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.52K- 5.9% |
$233K - $237K
|
72K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.59K- 7.2% |
$237K - $240K
|
59.2K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.65K- 3.25% |
$240K - $244K
|
139K
$7.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.69K- 1.81% |
$242K - $246K
|
255K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.78K- 12.89% |
$246K - $250K
|
32.3K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.78K- 2.58% |
$246K - $251K
|
181K
$9.5M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.98K- 11.17% |
$257K - $261K
|
39.6K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5K- 33.61% |
$257K - $262K
|
9.87K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.05K- 1.57% |
$260K - $264K
|
317K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-5.41K- 5.61% |
$279K - $284K
|
91.1K
$4.78M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.55K- 1.79% |
$286K - $290K
|
305K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.59K- 8.62% |
$288K - $293K
|
59.2K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.84K- 11.25% |
$301K - $306K
|
46K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.85K- 19.01% |
$301K - $306K
|
24.9K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6K- 14.36% |
$309K - $314K
|
35.8K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-6.26K- 3.74% |
$323K - $328K
|
161K
$8.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-6.29K- 2.42% |
$324K - $330K
|
254K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.31K- 2.41% |
$325K - $331K
|
255K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.36K- 42.7% |
$328K - $333K
|
8.54K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.37K- 4.37% |
$328K - $333K
|
139K
$7.32M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-6.54K- 4.66% |
$337K - $343K
|
134K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.64K- 25.81% |
$342K - $348K
|
19.1K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6.66K- 52.3% |
$343K - $349K
|
6.08K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-6.68K- 2.58% |
$344K - $350K
|
252K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.76K- 2.6% |
$348K - $354K
|
254K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-6.76K- 36.28% |
$348K - $354K
|
11.9K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-7.04K- 5.95% |
$363K - $369K
|
111K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.07K- 6.27% |
$364K - $370K
|
106K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.25K- 10.11% |
$374K - $380K
|
64.4K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.4K- 50.77% |
$381K - $388K
|
7.18K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.83K- 6.58% |
$403K - $410K
|
111K
$5.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.16K- 12.04% |
$420K - $427K
|
59.6K
$3.13M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.42K- 4.19% |
$434K - $441K
|
193K
$10.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.78K- 25.25% |
$452K - $460K
|
26K
$1.37M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9K- 60.5% |
$464K - $471K
|
5.88K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.36K- 6.3% |
$482K - $490K
|
139K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.46K- 4.58% |
$487K - $496K
|
197K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-9.59K- 24.23% |
$494K - $502K
|
30K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.78K- 50.0% |
$504K - $512K
|
9.78K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-10.4K- 33.18% |
$536K - $545K
|
20.9K
$1.1M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10.4K- 17.87% |
$538K - $547K
|
48K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-11K- 49.7% |
$567K - $576K
|
11.1K
$585K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.7K- 23.81% |
$603K - $612K
|
37.4K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11.8K- 20.1% |
$610K - $620K
|
47.1K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11.9K- 25.8% |
$612K - $622K
|
34.1K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-12.3K- 16.2% |
$636K - $646K
|
63.8K
$3.35M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-12.4K- 21.23% |
$641K - $652K
|
46.2K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-12.8K- 3.4% |
$662K - $673K
|
365K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.9K- 4.34% |
$667K - $678K
|
285K
$15M
|