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 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.43KNew |
$280K - $284K
|
5.43K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.42KNew |
$279K - $284K
|
5.42K
$284K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
5.39KNew |
$278K - $282K
|
5.39K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.35K+ 2.79% |
$276K - $280K
|
197K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.14K+ 11.99% |
$265K - $269K
|
48K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
5.1K+ 44.47% |
$263K - $267K
|
16.6K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.07K+ 10.34% |
$261K - $266K
|
54.1K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.04K+ 16.09% |
$260K - $264K
|
36.4K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.04K+ 21.61% |
$260K - $264K
|
28.4K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5KNew |
$258K - $262K
|
5K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.92K+ 19.72% |
$253K - $258K
|
29.8K
$1.57M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
4.81KNew |
$248K - $252K
|
4.81K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.77K+ 2.18% |
$246K - $250K
|
223K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$243K - $247K
|
4.72K
$248K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.6K+ 11.36% |
$237K - $241K
|
45.1K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
4.57K+ 1.21% |
$236K - $239K
|
384K
$20.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.51K+ 3.46% |
$232K - $236K
|
135K
$7.08M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.45K+ 30.59% |
$229K - $233K
|
19K
$997K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.44K+ 6.03% |
$229K - $233K
|
78.1K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.43KNew |
$228K - $232K
|
4.43K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.34KNew |
$224K - $227K
|
4.34K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.31K+ 2.73% |
$222K - $226K
|
163K
$8.54M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.31K+ 83.4% |
$222K - $226K
|
9.48K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
4.29KNew |
$221K - $224K
|
4.29K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.18KNew |
$215K - $219K
|
4.18K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.09K+ 10.15% |
$211K - $214K
|
44.4K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 21.12% |
$210K - $213K
|
23.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.04KNew |
$208K - $212K
|
4.04K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.99K+ 0.42% |
$206K - $209K
|
950K
$49.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.95KNew |
$204K - $207K
|
3.95K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.93K+ 5.06% |
$202K - $206K
|
81.6K
$4.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.92KNew |
$202K - $205K
|
3.92K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.91KNew |
$201K - $205K
|
3.91K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.86KNew |
$199K - $202K
|
3.86K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.83K+ 74.0% |
$197K - $201K
|
9.01K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.83KNew |
$197K - $201K
|
3.83K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 3.27% |
$194K - $197K
|
119K
$6.24M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.61K+ 2.1% |
$186K - $189K
|
176K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.58K+ 32.81% |
$184K - $187K
|
14.5K
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.55K+ 1.84% |
$183K - $186K
|
196K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.43K+ 28.03% |
$177K - $180K
|
15.7K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.4K+ 6.32% |
$175K - $178K
|
57.2K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.35K+ 2.5% |
$172K - $175K
|
137K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.19K+ 3.74% |
$164K - $167K
|
88.4K
$4.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 8.51% |
$161K - $164K
|
39.8K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.05K+ 0.77% |
$157K - $159K
|
400K
$21M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.99K+ 113.67% |
$154K - $156K
|
5.61K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95K+ 6.44% |
$152K - $154K
|
48.7K
$2.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.89K+ 6.07% |
$149K - $151K
|
50.5K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
2.87K+ 3.97% |
$148K - $150K
|
75.2K
$3.95M
|