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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.84K+ 7.53% |
$146K - $149K
|
40.6K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.81K+ 27.83% |
$145K - $147K
|
12.9K
$678K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
2.8K+ 5.01% |
$144K - $146K
|
58.5K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.77K+ 2.61% |
$143K - $145K
|
109K
$5.73M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.77K+ 3.35% |
$143K - $145K
|
85.3K
$4.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.74K+ 9.0% |
$141K - $143K
|
33.2K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.73K+ 49.65% |
$140K - $143K
|
8.22K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.7K+ 9.15% |
$139K - $142K
|
32.3K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.68K+ 1.66% |
$138K - $140K
|
164K
$8.62M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.67K+ 1.21% |
$137K - $140K
|
223K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.63K+ 32.15% |
$135K - $138K
|
10.8K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.55K+ 3.78% |
$131K - $133K
|
69.9K
$3.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.47K+ 5137.5% |
$127K - $129K
|
2.51K
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 26.97% |
$125K - $128K
|
11.5K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.42K+ 18.52% |
$125K - $127K
|
15.5K
$813K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.41K+ 9.38% |
$124K - $126K
|
28.1K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.35K+ 60.14% |
$121K - $123K
|
6.26K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.33K+ 42.93% |
$120K - $122K
|
7.76K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.32K+ 3.13% |
$120K - $122K
|
76.4K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.26K+ 5.29% |
$117K - $119K
|
45.1K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 7.45% |
$113K - $115K
|
31.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.06K+ 9.58% |
$106K - $108K
|
23.5K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.05K+ 1.36% |
$106K - $107K
|
152K
$7.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.04K+ 10.82% |
$105K - $107K
|
20.8K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2K+ 3.44% |
$103K - $105K
|
60.3K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 2.89% |
$103K - $105K
|
71.2K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.91K+ 2.16% |
$98.2K - $99.9K
|
90.1K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.9K+ 5.0% |
$98K - $99.7K
|
40K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.87K+ 1.69% |
$96.4K - $98K
|
113K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.82K+ 0.44% |
$93.9K - $95.5K
|
415K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.82K+ 2.41% |
$93.7K - $95.3K
|
77.4K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.82K+ 30.02% |
$93.6K - $95.2K
|
7.87K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.76K+ 2.43% |
$90.5K - $92K
|
74K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.73K+ 4.3% |
$88.9K - $90.3K
|
41.8K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.72K+ 5.67% |
$88.4K - $89.9K
|
32K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.67K+ 1.03% |
$86.1K - $87.5K
|
164K
$8.63M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.63K+ 8.48% |
$84K - $85.4K
|
20.8K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.62KNew |
$83.3K - $84.7K
|
1.62K
$84.9K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.6K+ 5.55% |
$82.2K - $83.5K
|
30.3K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.57K+ 3.08% |
$80.8K - $82.1K
|
52.4K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.55K+ 28.19% |
$79.8K - $81.1K
|
7.04K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 7.19% |
$79.5K - $80.8K
|
23K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 0.47% |
$79.2K - $80.5K
|
328K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.5K+ 1.14% |
$77.4K - $78.7K
|
133K
$6.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.48KNew |
$76.2K - $77.5K
|
1.48K
$77.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 4.56% |
$74.4K - $75.6K
|
33.1K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 28.4% |
$69K - $70.2K
|
6.06K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.31KNew |
$67.6K - $68.8K
|
1.31K
$68.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.3K+ 7.21% |
$67K - $68.1K
|
19.3K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.3K+ 7.74% |
$67K - $68.1K
|
18.1K
$950K
|