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 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
25.6K+ 11.0% |
$1.32M - $1.34M
|
258K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.3KNew |
$1.25M - $1.27M
|
24.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
22.3K+ 18.81% |
$1.15M - $1.17M
|
141K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22.1K+ 4.76% |
$1.14M - $1.16M
|
485K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
21.8K+ 448.97% |
$1.12M - $1.14M
|
26.6K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 3.44% |
$1.11M - $1.13M
|
651K
$34.2M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.3K+ 16.5% |
$1.1M - $1.12M
|
151K
$7.91M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
20.8K+ 2.85% |
$1.07M - $1.09M
|
750K
$39.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 11.54% |
$1.04M - $1.06M
|
195K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
19.6K+ 1.28% |
$1.01M - $1.03M
|
1.55M
$81.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.6K+ 26.26% |
$1.01M - $1.03M
|
94.1K
$4.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.2K+ 2.59% |
$990K - $1.01M
|
761K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.4K+ 83.02% |
$950K - $965K
|
40.6K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
18.2K+ 8.15% |
$936K - $951K
|
241K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
17.6K+ 6.57% |
$908K - $923K
|
286K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
17.1K+ 66.11% |
$879K - $893K
|
42.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.4K+ 11.64% |
$843K - $856K
|
157K
$8.23M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 182.55% |
$834K - $847K
|
25K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.1KNew |
$829K - $843K
|
16.1K
$845K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
16K+ 79.02% |
$826K - $839K
|
36.3K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15.8K+ 11.91% |
$814K - $827K
|
148K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.6K+ 28.71% |
$803K - $816K
|
69.8K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.5K+ 10.2% |
$800K - $814K
|
168K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.2K+ 263.7% |
$781K - $794K
|
20.9K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.1K+ 136.78% |
$777K - $790K
|
26.1K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
14.7K+ 91.71% |
$755K - $767K
|
30.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.5K+ 102.11% |
$749K - $762K
|
28.8K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
14.3K+ 202.34% |
$739K - $751K
|
21.4K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 69.9% |
$731K - $743K
|
34.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14K+ 13.34% |
$722K - $734K
|
119K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14K+ 4.41% |
$721K - $733K
|
331K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.9K+ 2.1% |
$718K - $730K
|
677K
$35.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 61.68% |
$684K - $695K
|
34.8K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.9K+ 33.51% |
$663K - $674K
|
51.3K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
12.8KNew |
$660K - $671K
|
12.8K
$673K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
12.6K+ 2.47% |
$652K - $662K
|
525K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 81.16% |
$635K - $646K
|
27.5K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3K+ 46.45% |
$631K - $642K
|
38.6K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.9K+ 4.2% |
$615K - $625K
|
296K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.7KNew |
$604K - $614K
|
11.7K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11.4K+ 1.8% |
$586K - $595K
|
642K
$33.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.9K+ 40.32% |
$562K - $571K
|
38K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 23.73% |
$561K - $571K
|
56.8K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
10.6K+ 3.42% |
$546K - $555K
|
320K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 0.99% |
$546K - $555K
|
1.08M
$56.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
10.5K+ 14.42% |
$539K - $548K
|
83.1K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2K+ 38.11% |
$526K - $535K
|
37K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
10.2KNew |
$524K - $533K
|
10.2K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10.2K+ 19.27% |
$523K - $532K
|
62.9K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1KNew |
$522K - $531K
|
10.1K
$533K
|