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 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10.2K+ 19.27% |
$523K - $532K
|
62.9K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1KNew |
$522K - $531K
|
10.1K
$538K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
10.1K+ 12.87% |
$519K - $527K
|
88.3K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10K+ 12.81% |
$517K - $526K
|
88.4K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.98K+ 44.7% |
$514K - $523K
|
32.3K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.74K+ 5.72% |
$502K - $510K
|
180K
$9.56M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.73K+ 147.43% |
$501K - $510K
|
16.3K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.64K+ 160.96% |
$497K - $505K
|
15.6K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.55K+ 10.28% |
$492K - $500K
|
102K
$5.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
9.53KNew |
$491K - $499K
|
9.53K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.18KNew |
$473K - $481K
|
9.18K
$487K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.14KNew |
$471K - $479K
|
9.14K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.11K+ 87.15% |
$469K - $477K
|
19.6K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.9K+ 98911.11% |
$459K - $466K
|
8.91K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.74K+ 3.87% |
$450K - $458K
|
235K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.65K+ 122.06% |
$446K - $453K
|
15.7K
$835K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.63K+ 7.35% |
$445K - $452K
|
126K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
8.6K+ 92.97% |
$443K - $450K
|
17.9K
$947K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
8.53K+ 8.4% |
$439K - $446K
|
110K
$5.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.49KNew |
$437K - $444K
|
8.49K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.42KNew |
$434K - $441K
|
8.42K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.4KNew |
$433K - $440K
|
8.4K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.4KNew |
$433K - $440K
|
8.4K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.34K+ 6.59% |
$430K - $437K
|
135K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.31K+ 40.42% |
$428K - $435K
|
28.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8.29K+ 5.33% |
$427K - $434K
|
164K
$8.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.15K+ 17.12% |
$420K - $427K
|
55.7K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.15KNew |
$420K - $427K
|
8.15K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.05K+ 5.77% |
$415K - $422K
|
147K
$7.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.84K+ 9.66% |
$404K - $410K
|
89K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.82K+ 95.42% |
$403K - $410K
|
16K
$850K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.76K+ 9.99% |
$400K - $407K
|
85.5K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.68K+ 27.51% |
$395K - $402K
|
35.6K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.53KNew |
$388K - $395K
|
7.53K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.49K+ 3.16% |
$386K - $392K
|
244K
$13M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.47K+ 7.61% |
$385K - $391K
|
106K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.35K+ 19.68% |
$379K - $385K
|
44.7K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.28K+ 16.82% |
$375K - $381K
|
50.6K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.16K+ 18.51% |
$369K - $375K
|
45.9K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7.09K+ 42.66% |
$365K - $371K
|
23.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.98K+ 2.21% |
$360K - $365K
|
323K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.61KNew |
$340K - $346K
|
6.61K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.38K+ 18.8% |
$329K - $334K
|
40.3K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
6.34K+ 10.36% |
$326K - $332K
|
67.5K
$3.58M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.29KNew |
$324K - $329K
|
6.29K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.22KNew |
$320K - $326K
|
6.22K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.96KNew |
$307K - $312K
|
5.96K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.95KNew |
$306K - $311K
|
5.95K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.92K+ 85.41% |
$305K - $310K
|
12.8K
$681K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.65KNew |
$291K - $296K
|
5.65K
$300K
|