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 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
76.9K+ 5.33% |
$3.96M - $4.03M
|
1.52M
$79.8M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
75.8K+ 4.16% |
$3.91M - $3.97M
|
1.9M
$99.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.7K+ 4.92% |
$3.74M - $3.81M
|
1.55M
$81.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
71.8K+ 4.67% |
$3.7M - $3.76M
|
1.61M
$84.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.5K+ 4.44% |
$3.68M - $3.74M
|
1.68M
$88.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71.4K+ 1860.45% |
$3.68M - $3.74M
|
75.2K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
68.7K+ 121.0% |
$3.54M - $3.6M
|
125K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.4K+ 378.82% |
$3.52M - $3.58M
|
86.4K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
62K+ 8.79% |
$3.19M - $3.25M
|
767K
$40.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
57.9KNew |
$2.98M - $3.03M
|
57.9K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
52.7K+ 11.49% |
$2.72M - $2.76M
|
512K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.7K+ 18.73% |
$2.61M - $2.65M
|
321K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.1K+ 17.12% |
$2.58M - $2.62M
|
343K
$18M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50KNew |
$2.58M - $2.62M
|
50K
$2.63M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.3K+ 838.28% |
$2.54M - $2.58M
|
55.1K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
49K+ 3.45% |
$2.53M - $2.57M
|
1.47M
$77.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46.4K+ 9.91% |
$2.39M - $2.43M
|
515K
$27M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
46.3K+ 59.19% |
$2.39M - $2.43M
|
125K
$6.54M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
45.7K+ 46.75% |
$2.35M - $2.39M
|
143K
$7.53M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
45.3K+ 515.48% |
$2.33M - $2.37M
|
54.1K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44.3K+ 3.87% |
$2.28M - $2.32M
|
1.19M
$62.5M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
43.9KNew |
$2.26M - $2.3M
|
43.9K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
43K+ 4.31% |
$2.22M - $2.25M
|
1.04M
$54.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41K+ 40.76% |
$2.11M - $2.14M
|
141K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.8K+ 5.98% |
$2.1M - $2.14M
|
723K
$38M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
40.3KNew |
$2.08M - $2.11M
|
40.3K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
38.2K+ 1688.85% |
$1.97M - $2M
|
40.4K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
38.2K+ 11.58% |
$1.97M - $2M
|
368K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
37.5KNew |
$1.93M - $1.97M
|
37.5K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
35.5KNew |
$1.83M - $1.86M
|
35.5K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.3KNew |
$1.82M - $1.85M
|
35.3K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34.5K+ 8.11% |
$1.78M - $1.81M
|
460K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
33.3K+ 0.81% |
$1.71M - $1.74M
|
4.15M
$218M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
32.9K+ 3.97% |
$1.69M - $1.72M
|
862K
$45.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 22.34% |
$1.67M - $1.7M
|
178K
$9.32M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32.2K+ 11.87% |
$1.66M - $1.68M
|
303K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.9K+ 80.91% |
$1.59M - $1.62M
|
69.2K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30.3K+ 3.95% |
$1.56M - $1.59M
|
797K
$41.9M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
29.1KNew |
$1.5M - $1.52M
|
29.1K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.9K+ 6.16% |
$1.49M - $1.52M
|
499K
$26.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$1.44M - $1.46M
|
27.9K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
27.8KNew |
$1.43M - $1.45M
|
27.8K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
27.3KNew |
$1.41M - $1.43M
|
27.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
27.1K+ 1.96% |
$1.4M - $1.42M
|
1.41M
$74M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
27K+ 395.21% |
$1.39M - $1.42M
|
33.9K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26.6K+ 130.14% |
$1.37M - $1.39M
|
47K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.1K+ 3.65% |
$1.35M - $1.37M
|
742K
$39M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26.1K+ 48.96% |
$1.35M - $1.37M
|
79.4K
$4.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 3.96% |
$1.32M - $1.35M
|
675K
$35.5M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
25.6K+ 64.88% |
$1.32M - $1.34M
|
65K
$3.41M
|