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 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11.8K- 20.1% |
$610K - $620K
|
47.1K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11.9K- 25.8% |
$612K - $622K
|
34.1K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-12.3K- 16.2% |
$636K - $646K
|
63.8K
$3.39M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-12.4K- 21.23% |
$641K - $652K
|
46.2K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-12.8K- 3.4% |
$662K - $673K
|
365K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.9K- 4.34% |
$667K - $678K
|
285K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.2K- 61.68% |
$681K - $692K
|
8.21K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-13.7K- 5.43% |
$706K - $717K
|
239K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-13.8K- 9.02% |
$711K - $723K
|
139K
$7.38M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13.9K- 6.19% |
$716K - $728K
|
210K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-14.3K- 24.74% |
$738K - $751K
|
43.6K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14.4K- 45.49% |
$740K - $753K
|
17.2K
$914K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-14.8K- 76.3% |
$760K - $773K
|
4.58K
$243K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.8K- 1.23% |
$761K - $774K
|
1.18M
$62.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 6.84% |
$767K - $779K
|
203K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-15K- 31.16% |
$773K - $786K
|
33.1K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-15.7K- 5.94% |
$809K - $823K
|
249K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-16K- 8.8% |
$825K - $839K
|
166K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.6K- 6.29% |
$856K - $870K
|
247K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-17.3K- 71.33% |
$891K - $905K
|
6.95K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 28.12% |
$915K - $930K
|
45.4K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.1K- 44.22% |
$985K - $1M
|
24.1K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19.3K- 98.89% |
$994K - $1.01M
|
217
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.5K- 39.38% |
$1.01M - $1.02M
|
30K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-20.5K- 15.6% |
$1.05M - $1.07M
|
111K
$5.87M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.5K- 39.64% |
$1.11M - $1.13M
|
32.8K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-21.6K- 31.4% |
$1.11M - $1.13M
|
47.1K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22.3K- 1.2% |
$1.15M - $1.17M
|
1.84M
$97.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23K- 22.25% |
$1.18M - $1.2M
|
80.3K
$4.26M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-23.1K- 64.12% |
$1.19M - $1.21M
|
12.9K
$687K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-23.8K- 29.81% |
$1.22M - $1.24M
|
56K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-24.3K- 19.73% |
$1.25M - $1.27M
|
98.7K
$5.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-24.4K- 46.2% |
$1.26M - $1.28M
|
28.4K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 3.22% |
$1.28M - $1.3M
|
744K
$39.5M
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-28K- 37.58% |
$1.44M - $1.47M
|
46.5K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.6K- 68.28% |
$1.52M - $1.55M
|
13.7K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.6K- 82.46% |
$1.79M - $1.81M
|
7.37K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-35.3K- 17.79% |
$1.82M - $1.85M
|
163K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-36K- 43.39% |
$1.85M - $1.89M
|
47K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-36.4K- 18.8% |
$1.88M - $1.91M
|
157K
$8.35M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-36.6K- 86.59% |
$1.89M - $1.92M
|
5.67K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-38.4K- 28.23% |
$1.98M - $2.01M
|
97.7K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.2K- 1.59% |
$2.07M - $2.11M
|
2.48M
$132M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-41.4K- 27.6% |
$2.13M - $2.17M
|
109K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-42.6K- 20.56% |
$2.19M - $2.23M
|
165K
$8.73M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-47.9K- 32.4% |
$2.47M - $2.51M
|
100K
$5.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-48.1K- 17.62% |
$2.48M - $2.52M
|
225K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-48.2K- 76.7% |
$2.48M - $2.52M
|
14.6K
$776K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52.1K- 8.13% |
$2.69M - $2.73M
|
589K
$31.2M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-52.2K- 45.58% |
$2.69M - $2.74M
|
62.4K
$3.31M
|