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
$503M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.71MNew |
$140M - $143M
|
2.71M
$141M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.44MNew |
$74.3M - $75.8M
|
1.44M
$74.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
914K+ 81.81% |
$47.1M - $48.1M
|
2.03M
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
565K+ 15.98% |
$29.1M - $29.7M
|
4.1M
$213M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
359KNew |
$18.5M - $18.9M
|
359K
$18.6M
|
|
|
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
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 42.13% |
$11.7M - $12M
|
769K
$39.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
228K+ 15.16% |
$11.7M - $12M
|
1.73M
$89.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
223KNew |
$11.5M - $11.7M
|
223K
$11.5M
|
|
|
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
$52.2M
|
|
|
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
$28.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
137K+ 23.27% |
$7.07M - $7.21M
|
727K
$37.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
130KNew |
$6.71M - $6.85M
|
130K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.7K+ 6.25% |
$4.88M - $4.98M
|
1.61M
$83.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
92.5KNew |
$4.77M - $4.86M
|
92.5K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
88KNew |
$4.54M - $4.63M
|
88K
$4.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
83.1K+ 9.84% |
$4.28M - $4.37M
|
927K
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
73.7K+ 20.95% |
$3.8M - $3.87M
|
425K
$22M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.6K+ 161.15% |
$3.74M - $3.82M
|
118K
$6.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.3K+ 5.15% |
$3.73M - $3.8M
|
1.48M
$76.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
64.3K+ 5.52% |
$3.31M - $3.38M
|
1.23M
$63.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
61.8K+ 0.46% |
$3.19M - $3.25M
|
13.5M
$697M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
60.2K+ 16.85% |
$3.1M - $3.16M
|
417K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 61.86% |
$3.09M - $3.15M
|
157K
$8.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
57.6K+ 14.03% |
$2.97M - $3.03M
|
468K
$24.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
54.5K+ 7.34% |
$2.81M - $2.86M
|
797K
$41.3M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
45.8K+ 3.07% |
$2.36M - $2.41M
|
1.54M
$79.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
43.9KNew |
$2.26M - $2.3M
|
43.9K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
43.2KNew |
$2.23M - $2.27M
|
43.2K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.9K+ 7.33% |
$2.21M - $2.26M
|
629K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
41.6KNew |
$2.15M - $2.19M
|
41.6K
$2.16M
|
|
|
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
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
40.3K+ 11.74% |
$2.08M - $2.12M
|
383K
$19.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
39.5K+ 27.74% |
$2.04M - $2.08M
|
182K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.2K+ 16.01% |
$2.02M - $2.06M
|
284K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$2.01M - $2.05M
|
39.1K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.1K+ 6.58% |
$2.01M - $2.05M
|
633K
$32.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
38.5K+ 26.96% |
$1.98M - $2.02M
|
181K
$9.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
36.6K+ 89.21% |
$1.89M - $1.93M
|
77.7K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36.3K+ 5.42% |
$1.87M - $1.91M
|
705K
$36.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.2K+ 8.09% |
$1.81M - $1.85M
|
470K
$24.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 14.06% |
$1.72M - $1.75M
|
271K
$14M
|