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 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
315+ 7.53% |
$16.2K - $16.5K
|
4.5K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
282New |
$14.5K - $14.8K
|
282
$14.8K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
281+ 0.93% |
$14.5K - $14.7K
|
30.5K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
280+ 22.33% |
$14.4K - $14.7K
|
1.53K
$80.6K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
264+ 0.29% |
$13.6K - $13.8K
|
92.5K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
240+ 303.8% |
$12.4K - $12.6K
|
319
$16.8K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
216+ 3.55% |
$11.1K - $11.3K
|
6.3K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 1.4% |
$10.3K - $10.5K
|
14.5K
$761K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
198+ 3.15% |
$10.2K - $10.4K
|
6.49K
$341K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
194+ 0.45% |
$9.99K - $10.2K
|
43.5K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
193+ 0.64% |
$9.94K - $10.1K
|
30.6K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
190+ 2.05% |
$9.79K - $9.95K
|
9.45K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
184New |
$9.48K - $9.64K
|
184
$9.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
159+ 0.72% |
$8.19K - $8.33K
|
22.2K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
157New |
$8.09K - $8.22K
|
157
$8.24K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
157+ 2.26% |
$8.09K - $8.22K
|
7.11K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150+ 2.89% |
$7.73K - $7.86K
|
5.35K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
150+ 2.28% |
$7.73K - $7.86K
|
6.73K
$354K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
143+ 1.91% |
$7.37K - $7.49K
|
7.65K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
120New |
$6.18K - $6.28K
|
120
$6.3K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
118+ 0.7% |
$6.08K - $6.18K
|
17K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.04% |
$5.51K - $5.6K
|
243K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
106+ 0.13% |
$5.46K - $5.55K
|
78.7K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
89+ 2.25% |
$4.59K - $4.66K
|
4.05K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
89+ 0.17% |
$4.59K - $4.66K
|
53.7K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
85+ 1.79% |
$4.38K - $4.45K
|
4.83K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
84New |
$4.33K - $4.4K
|
84
$4.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
74+ 0.72% |
$3.81K - $3.88K
|
10.4K
$546K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
74+ 3.59% |
$3.81K - $3.88K
|
2.14K
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
70+ 14.29% |
$3.61K - $3.67K
|
560
$29.4K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
65+ 1.12% |
$3.35K - $3.4K
|
5.85K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 0.88% |
$3.19K - $3.25K
|
7.11K
$374K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$3.14K - $3.19K
|
61
$3.2K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
60+ 0.29% |
$3.09K - $3.14K
|
20.8K
$1.09M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
58+ 2.88% |
$2.99K - $3.04K
|
2.07K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
57New |
$2.94K - $2.99K
|
57
$2.99K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
55+ 0.04% |
$2.83K - $2.88K
|
151K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
52New |
$2.68K - $2.72K
|
52
$2.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 0.34% |
$2.58K - $2.62K
|
14.8K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
48+ 0.24% |
$2.47K - $2.51K
|
19.9K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.03% |
$2.42K - $2.46K
|
187K
$9.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
46+ 0.54% |
$2.37K - $2.41K
|
8.59K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
41+ 60.29% |
$2.11K - $2.15K
|
109
$5.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$1.91K - $1.94K
|
37
$1.94K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37+ 0.71% |
$1.91K - $1.94K
|
5.25K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
36+ 0.16% |
$1.85K - $1.89K
|
22.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
32+ 0.68% |
$1.65K - $1.68K
|
4.74K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
30+ 15.0% |
$1.55K - $1.57K
|
230
$12.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 0.4% |
$1.55K - $1.57K
|
7.56K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
28+ 0.49% |
$1.44K - $1.47K
|
5.75K
$302K
|