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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-79.4K- 59.79% |
$4.09M - $4.16M
|
53.4K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-82K- 8.14% |
$4.23M - $4.3M
|
925K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-85.7K- 8.46% |
$4.41M - $4.49M
|
927K
$48.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-88.3K- 11.41% |
$4.55M - $4.62M
|
686K
$36M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-91.1K- 14.54% |
$4.69M - $4.77M
|
535K
$28.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-106K- 27.61% |
$5.45M - $5.54M
|
277K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-106K- 33.88% |
$5.48M - $5.57M
|
208K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-134K- 50.65% |
$6.88M - $6.99M
|
130K
$6.83M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
SELL
|
- |
-147K- 1.09% |
$7.58M - $7.71M
|
13.3M
$699M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-155K- 53.45% |
$7.99M - $8.12M
|
135K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-194K- 50.41% |
$9.98M - $10.1M
|
191K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-197K- 82.08% |
$10.1M - $10.3M
|
43K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-266K- 3.13% |
$13.7M - $13.9M
|
8.25M
$433M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-268K- 13.42% |
$13.8M - $14.1M
|
1.73M
$90.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-269K- 93.12% |
$13.8M - $14.1M
|
19.8K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-279K- 30.04% |
$14.4M - $14.6M
|
649K
$34.1M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-299K- 59.3% |
$15.4M - $15.7M
|
205K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-326K- 8.1% |
$16.8M - $17.1M
|
3.69M
$194M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-326K- 6.71% |
$16.8M - $17.1M
|
4.53M
$238M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-341K- 99.71% |
$17.6M - $17.9M
|
986
$51.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-351K- 11.09% |
$18.1M - $18.4M
|
2.81M
$148M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-373K- 90.56% |
$19.2M - $19.5M
|
38.9K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400K- 12.15% |
$20.6M - $21M
|
2.89M
$152M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-465K- 26.84% |
$23.9M - $24.3M
|
1.27M
$66.5M
|
|
|
May 14, 2025
Q1 2025
|
American Family Investments, Inc.
Madison, WI |
SELL
|
- |
-486K- 72.41% |
$25M - $25.4M
|
185K
$9.71M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-488K- 60.26% |
$25.2M - $25.6M
|
322K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-536K- 22.11% |
$27.6M - $28.1M
|
1.89M
$99.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-559K- 45.53% |
$28.8M - $29.3M
|
669K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-562K- 14.02% |
$28.9M - $29.4M
|
3.44M
$181M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-646K- 35.96% |
$33.3M - $33.8M
|
1.15M
$60.4M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-748K- 82.26% |
$38.5M - $39.2M
|
161K
$8.47M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-790K- 97.05% |
$40.7M - $41.4M
|
24K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.13M- 68.4% |
$110M - $112M
|
985K
$51.7M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4.79M- 49.29% |
$247M - $251M
|
4.92M
$259M
|