Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
9.6M+ 9168.7% |
$495M - $505M
|
9.71M
$505M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
914K+ 81.81% |
$47.1M - $48.1M
|
2.03M
$106M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
565K+ 15.98% |
$29.1M - $29.7M
|
4.1M
$213M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
314KNew |
$16.2M - $16.5M
|
314K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
290KNew |
$14.9M - $15.2M
|
290K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
208KNew |
$10.7M - $10.9M
|
208K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
207K+ 25.83% |
$10.7M - $10.9M
|
1.01M
$52.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
199K+ 130.41% |
$10.2M - $10.4M
|
351K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
198K+ 209.17% |
$10.2M - $10.4M
|
293K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
138K+ 33.39% |
$7.11M - $7.25M
|
551K
$28.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
137K+ 23.27% |
$7.07M - $7.21M
|
727K
$37.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
130KNew |
$6.71M - $6.85M
|
130K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
92.5KNew |
$4.77M - $4.86M
|
92.5K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
88KNew |
$4.54M - $4.63M
|
88K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
83.1K+ 9.84% |
$4.28M - $4.37M
|
927K
$48.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73.7K+ 20.95% |
$3.8M - $3.87M
|
425K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.6K+ 161.15% |
$3.74M - $3.82M
|
118K
$6.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.3K+ 5.15% |
$3.73M - $3.8M
|
1.48M
$76.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
64.3K+ 5.52% |
$3.31M - $3.38M
|
1.23M
$63.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
61.8K+ 0.46% |
$3.19M - $3.25M
|
13.5M
$700M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
60.2K+ 16.85% |
$3.1M - $3.16M
|
417K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 61.86% |
$3.09M - $3.15M
|
157K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
57.6K+ 14.03% |
$2.97M - $3.03M
|
468K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
54.5K+ 7.34% |
$2.81M - $2.86M
|
797K
$41.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.8K+ 33.51% |
$2.51M - $2.56M
|
194K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
46.6K+ 1.96% |
$2.4M - $2.45M
|
2.42M
$126M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
43.2KNew |
$2.23M - $2.27M
|
43.2K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.9K+ 7.33% |
$2.21M - $2.26M
|
629K
$32.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
41.6KNew |
$2.15M - $2.19M
|
41.6K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.4K+ 1.87% |
$2.13M - $2.18M
|
2.25M
$117M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
40.3K+ 22.62% |
$2.08M - $2.12M
|
219K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
40.3K+ 11.74% |
$2.08M - $2.12M
|
383K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.2K+ 16.01% |
$2.02M - $2.06M
|
284K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.1K+ 6.58% |
$2.01M - $2.05M
|
633K
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
38.5K+ 26.96% |
$1.98M - $2.02M
|
181K
$9.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
36.6K+ 89.21% |
$1.89M - $1.93M
|
77.7K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36.3K+ 5.42% |
$1.87M - $1.91M
|
705K
$36.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.2K+ 8.09% |
$1.81M - $1.85M
|
470K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.6K+ 2.2% |
$1.58M - $1.61M
|
1.42M
$73.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
27.9KNew |
$1.44M - $1.47M
|
27.9K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
26.8K+ 7.49% |
$1.38M - $1.41M
|
384K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
24.2KNew |
$1.25M - $1.27M
|
24.2K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 6.5% |
$1.21M - $1.23M
|
383K
$19.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.1K+ 3.08% |
$1.14M - $1.16M
|
742K
$38.6M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.1K+ 98.28% |
$1.14M - $1.16M
|
44.6K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.5K+ 18.08% |
$1.11M - $1.13M
|
140K
$7.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.6K+ 127.77% |
$1.06M - $1.08M
|
36.7K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
20.3KNew |
$1.05M - $1.07M
|
20.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
20.2K+ 38.6% |
$1.04M - $1.06M
|
72.6K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19K+ 19.79% |
$979K - $998K
|
115K
$5.98M
|