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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.3K- 15.58% |
$1.41M - $1.43M
|
148K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.3K- 60.34% |
$1.51M - $1.54M
|
19.2K
$997K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-29.6K- 44.37% |
$1.52M - $1.55M
|
37.1K
$1.92M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 15.11% |
$1.78M - $1.82M
|
194K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-35.3K- 91.78% |
$1.82M - $1.86M
|
3.16K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-39.2K- 19.2% |
$2.02M - $2.06M
|
165K
$8.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-41.8K- 27.35% |
$2.16M - $2.2M
|
111K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-43.4K- 3.36% |
$2.24M - $2.28M
|
1.25M
$64.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 6.81% |
$2.45M - $2.5M
|
650K
$33.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-85K- 62.56% |
$4.38M - $4.47M
|
50.9K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-90.6K- 67.7% |
$4.67M - $4.76M
|
43.2K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92K- 15.42% |
$4.74M - $4.83M
|
505K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145K- 3.49% |
$7.5M - $7.64M
|
4.02M
$208M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-150K- 37.86% |
$7.74M - $7.89M
|
246K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-204K- 97.85% |
$10.5M - $10.7M
|
4.48K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-205K- 93.1% |
$10.6M - $10.8M
|
15.2K
$788K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-216K- 10.58% |
$11.1M - $11.3M
|
1.82M
$94.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.28M- 9.73% |
$118M - $120M
|
21.2M
$1.1B
|
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-5.01M- 32.51% |
$258M - $263M
|
10.4M
$539M
|