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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25New |
$1.29K - $1.31K
|
25
$1.31K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
20+ 0.03% |
$1.03K - $1.05K
|
59.8K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
20+ 0.04% |
$1.03K - $1.05K
|
53K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
19+ 0.29% |
$979 - $995
|
6.49K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 0.43% |
$876 - $890
|
3.94K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14+ 0.33% |
$721 - $733
|
4.29K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.12% |
$670 - $681
|
11K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.1% |
$567 - $576
|
11.2K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9+ 60.0% |
$464 - $471
|
24
$1.26K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 2.42% |
$412 - $419
|
338
$17.7K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
7+ 0.18% |
$361 - $367
|
3.92K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.06% |
$258 - $262
|
8.19K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.03% |
$258 - $262
|
15.1K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.71% |
$206 - $209
|
566
$29.7K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$155 - $157
|
3
$158
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2+ 0.03% |
$103 - $105
|
6.51K
$342K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.61% |
$103 - $105
|
331
$17.4K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.02% |
$51.5 - $52.4
|
6.02K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.66% |
$51.5 - $52.4
|
152
$7.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.01% |
$51.5 - $52.4
|
12.2K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$51.5 - $52.4
|
8.47K
$445K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 0.44% |
$51.5 - $52.4
|
228
$12K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$51.5 - $52.4
|
19.5K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.03% |
$103 - $105
|
7.88K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5- 0.05% |
$258 - $262
|
10.9K
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.07% |
$309 - $314
|
8.49K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$361 - $367
|
13.3K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8- 0.11% |
$412 - $419
|
7.34K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 1.29% |
$464 - $471
|
687
$36.1K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-11- 0.28% |
$567 - $576
|
3.86K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14- 0.07% |
$721 - $733
|
19.5K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-16- 0.02% |
$824 - $838
|
81.6K
$4.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-22- 0.03% |
$1.13K - $1.15K
|
72.2K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-26- 0.43% |
$1.34K - $1.36K
|
6.02K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-31- 0.69% |
$1.6K - $1.62K
|
4.47K
$235K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-34Closed |
$1.75K - $1.78K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-41- 0.01% |
$2.11K - $2.15K
|
337K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-45- 0.89% |
$2.32K - $2.36K
|
4.99K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 0.66% |
$2.52K - $2.57K
|
7.41K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-55- 0.29% |
$2.83K - $2.88K
|
19K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-57- 0.39% |
$2.94K - $2.99K
|
14.5K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-58- 1.01% |
$2.99K - $3.04K
|
5.69K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-60- 0.66% |
$3.09K - $3.14K
|
9.02K
$474K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-61- 0.12% |
$3.14K - $3.19K
|
50.7K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-61- 0.26% |
$3.14K - $3.19K
|
23.5K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-62- 1.48% |
$3.19K - $3.25K
|
4.14K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-72- 0.5% |
$3.71K - $3.77K
|
14.2K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-74- 1.35% |
$3.81K - $3.88K
|
5.4K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-74- 30.2% |
$3.81K - $3.88K
|
171
$8.98K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-74- 1.43% |
$3.81K - $3.88K
|
5.12K
$269K
|