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
$506M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.71MNew |
$140M - $143M
|
2.71M
$142M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.44MNew |
$74.3M - $75.8M
|
1.44M
$75.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.15M+ 28.63% |
$59.2M - $60.3M
|
5.16M
$269M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15MNew |
$59M - $60.2M
|
1.15M
$59.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.09M+ 8.95% |
$56.2M - $57.3M
|
13.3M
$692M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.03M+ 49.35% |
$53.1M - $54.1M
|
3.12M
$163M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
914K+ 81.81% |
$47.1M - $48.1M
|
2.03M
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
816K+ 13.28% |
$42.1M - $42.9M
|
6.96M
$363M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
814KNew |
$42M - $42.8M
|
814K
$42.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
783K+ 23.48% |
$40.3M - $41.1M
|
4.12M
$215M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
627K+ 14.84% |
$32.3M - $33M
|
4.86M
$253M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
565K+ 15.98% |
$29.1M - $29.7M
|
4.1M
$214M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
389K+ 59.86% |
$20.1M - $20.5M
|
1.04M
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
376K+ 1.75% |
$19.4M - $19.8M
|
21.8M
$1.14B
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
359KNew |
$18.5M - $18.9M
|
359K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
314KNew |
$16.2M - $16.5M
|
314K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
290KNew |
$14.9M - $15.2M
|
290K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
248K+ 911.63% |
$12.8M - $13.1M
|
276K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
240KNew |
$12.4M - $12.6M
|
240K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 42.13% |
$11.7M - $12M
|
769K
$40.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
228K+ 15.16% |
$11.7M - $12M
|
1.73M
$90.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
226K+ 49.49% |
$11.6M - $11.9M
|
682K
$35.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
223KNew |
$11.5M - $11.7M
|
223K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
218K+ 7.4% |
$11.2M - $11.5M
|
3.16M
$165M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
215K+ 42.86% |
$11.1M - $11.3M
|
716K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
209KNew |
$10.8M - $11M
|
209K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
208KNew |
$10.7M - $10.9M
|
208K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
207K+ 25.83% |
$10.7M - $10.9M
|
1.01M
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
206K+ 15.53% |
$10.6M - $10.8M
|
1.53M
$79.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
199K+ 130.41% |
$10.2M - $10.4M
|
351K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
198K+ 209.17% |
$10.2M - $10.4M
|
293K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 25.56% |
$10.1M - $10.3M
|
964K
$50.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 5.13% |
$10.1M - $10.3M
|
4.01M
$209M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
185K+ 6.73% |
$9.52M - $9.71M
|
2.93M
$153M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 5.44% |
$7.98M - $8.13M
|
3M
$156M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
150KNew |
$7.73M - $7.88M
|
150K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143K+ 946.44% |
$7.38M - $7.52M
|
158K
$8.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
138K+ 33.39% |
$7.11M - $7.25M
|
551K
$28.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
137K+ 23.27% |
$7.07M - $7.21M
|
727K
$37.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
130KNew |
$6.71M - $6.85M
|
130K
$6.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
119KNew |
$6.12M - $6.24M
|
119K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.5K+ 10.4% |
$4.97M - $5.07M
|
1.02M
$53.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.7K+ 6.25% |
$4.88M - $4.98M
|
1.61M
$84M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
92.5KNew |
$4.77M - $4.86M
|
92.5K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
88KNew |
$4.54M - $4.63M
|
88K
$4.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
83.1K+ 9.84% |
$4.28M - $4.37M
|
927K
$48.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76.2K+ 8.1% |
$3.93M - $4.01M
|
1.02M
$53M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73.7K+ 20.95% |
$3.8M - $3.87M
|
425K
$22.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.6K+ 161.15% |
$3.74M - $3.82M
|
118K
$6.14M
|