Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 15, 2025 Q1 2025
Aprio Wealth Management, LLC

BUY
 -
1.26K
+ 3.32%
$64.7K - $65.7K
39K $2.05M
May 07, 2025 Q1 2025
Lutz Financial Services LLC

BUY
 -
1.23K
+ 0.25%
$63.3K - $64.3K
483K $25.4M
May 01, 2025 Q1 2025
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.2K
+ 10.07%
$61.7K - $62.7K
13.1K $687K
Apr 30, 2025 Q1 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.17K
+ 10.11%
$60.2K - $61.2K
12.7K $668K
May 09, 2025 Q1 2025
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.15K
+ 9.06%
$59K - $60K
13.8K $724K
Apr 29, 2025 Q1 2025
Cooksen Wealth, LLC

The Woodlands, TX
BUY
 -
1.13K
+ 3.56%
$58.1K - $59.1K
32.8K $1.72M
May 15, 2025 Q1 2025
Running Point Capital Advisors, LLC

BUY
 -
1.12K
+ 2.41%
$57.6K - $58.5K
47.5K $2.49M
Apr 28, 2025 Q1 2025
Alley Investment Management Company, LLC

BUY
 -
1.09K
+ 0.29%
$56.3K - $57.2K
380K $19.9M
Apr 09, 2025 Q1 2025
Jb Global.Com LLC

New York, NY
BUY
 -
1.09K
+ 2.51%
$56K - $56.9K
44.3K $2.33M
May 14, 2025 Q1 2025
F

BUY
 -
1.06K
+ 3.9%
$54.7K - $55.6K
28.3K $1.48M
Apr 09, 2025 Q1 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.03K
+ 10.16%
$53K - $53.8K
11.1K $585K
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1K
+ 23.36%
$51.5K - $52.4K
5.28K $277K
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
997
New
$51.4K - $52.2K
997 $52.4K
May 09, 2025 Q1 2025
Wharton Business Group, LLC

Malvern, PA
BUY
 -
955
+ 0.75%
$49.2K - $50K
129K $6.76M
Apr 09, 2025 Q1 2025
Juncture Wealth Strategies, LLC

BUY
 -
927
+ 1.35%
$47.8K - $48.5K
69.4K $3.65M
May 01, 2025 Q1 2025
Asset Dedication, LLC

BUY
 -
886
New
$45.6K - $46.4K
886 $46.5K
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
882
+ 1.31%
$45.4K - $46.2K
68.5K $3.6M
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
853
New
$43.9K - $44.7K
853 $44.8K
Apr 21, 2025 Q1 2025
Dunhill Financial, LLC

London, X0
BUY
 -
831
New
$42.8K - $43.5K
831 $43.6K
Apr 09, 2025 Q1 2025
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
800
+ 1.49%
$41.2K - $41.9K
54.5K $2.86M
May 01, 2025 Q1 2025
Bank Plus Trust Department

Jackson, MS
BUY
 -
778
+ 5.8%
$40.1K - $40.7K
14.2K $745K
Jun 17, 2025 Q1 2025
Howe & Rusling Inc

Rochester, NY
BUY
 -
731
New
$37.7K - $38.3K
731 $38.4K
Apr 14, 2025 Q1 2025
Bank Of New Hampshire

BUY
 -
690
New
$35.5K - $36.1K
690 $36.2K
May 15, 2025 Q1 2025
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
644
+ 13.43%
$33.2K - $33.7K
5.44K $286K
May 05, 2025 Q1 2025
Bingham Private Wealth, LLC

San Francisco, CA
BUY
 -
643
+ 2.79%
$33.1K - $33.7K
23.7K $1.24M
Apr 25, 2025 Q1 2025
K2 Financial Inc.

Glendora, CA
BUY
 -
611
+ 10.71%
$31.5K - $32K
6.32K $332K
Apr 25, 2025 Q1 2025
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
551
+ 1.62%
$28.4K - $28.9K
34.5K $1.81M
Apr 15, 2025 Q1 2025
Parsons Capital Management Inc

BUY
 -
531
+ 2.41%
$27.4K - $27.8K
22.6K $1.19M
May 09, 2025 Q1 2025
Seelaus Asset Management LLC

BUY
 -
525
+ 8.73%
$27K - $27.5K
6.54K $343K
May 14, 2025 Q1 2025
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
522
+ 0.22%
$26.9K - $27.3K
236K $12.4M
Apr 01, 2025 Q1 2025
Massmutual Trust CO Fsb

BUY
 -
503
+ 3.37%
$25.9K - $26.3K
15.4K $810K
May 01, 2025 Q1 2025
Hohimer Wealth Management, LLC

BUY
 -
501
+ 5.57%
$25.8K - $26.2K
9.5K $499K
May 02, 2025 Q1 2025
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
491
+ 0.54%
$25.3K - $25.7K
91.7K $4.82M
May 07, 2025 Q1 2025
Hallmark Capital Management Inc

BUY
 -
485
+ 64.58%
$25K - $25.4K
1.24K $64.9K
May 15, 2025 Q1 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
480
+ 3.92%
$24.7K - $25.1K
12.7K $668K
May 13, 2025 Q1 2025
M Holdings Securities, Inc.

Portland, OR
BUY
 -
462
+ 1.34%
$23.8K - $24.2K
35K $1.84M
Apr 21, 2025 Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
459
+ 0.21%
$23.6K - $24K
219K $11.5M
May 15, 2025 Q1 2025
Keel Point, LLC

Huntsville, AL
BUY
 -
426
+ 2.18%
$21.9K - $22.3K
19.9K $1.05M
Apr 25, 2025 Q1 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
420
+ 11.46%
$21.6K - $22K
4.08K $214K
May 15, 2025 Q1 2025
Hancock Whitney Corp

BUY
 -
412
+ 1.24%
$21.2K - $21.6K
33.6K $1.77M
May 13, 2025 Q1 2025
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
400
+ 12.32%
$20.6K - $20.9K
3.65K $192K
Apr 24, 2025 Q1 2025
Shore Point Advisors, LLC

BUY
 -
396
+ 0.38%
$20.4K - $20.7K
104K $5.47M
May 12, 2025 Q1 2025
Horan Securities, Inc.

BUY
 -
392
+ 8.36%
$20.2K - $20.5K
5.08K $267K
Apr 16, 2025 Q1 2025
Cva Family Office, LLC

BUY
 -
377
+ 13.31%
$19.4K - $19.7K
3.21K $169K
May 02, 2025 Q1 2025
Creekmur Asset Management LLC

Morton, IL
BUY
 -
366
+ 4.46%
$18.9K - $19.2K
8.57K $450K
Apr 04, 2025 Q1 2025
Webster Bank, N. A.

BUY
 -
358
+ 7.54%
$18.4K - $18.7K
5.1K $268K
May 09, 2025 Q1 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
341
New
$17.6K - $17.9K
341 $17.9K
May 09, 2025 Q1 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
336
+ 132.81%
$17.3K - $17.6K
589 $30.9K
Apr 16, 2025 Q1 2025
Bar Harbor Wealth Management

Concord, NH
BUY
 -
334
+ 0.09%
$17.2K - $17.5K
377K $19.8M

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