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 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-35- 0.73% |
$1.8K - $1.84K
|
4.75K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-40- 0.21% |
$2.06K - $2.1K
|
19K
$993K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-40- 0.86% |
$2.06K - $2.1K
|
4.6K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-41- 0.68% |
$2.11K - $2.15K
|
6.01K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-43- 1.42% |
$2.22K - $2.26K
|
2.98K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-43- 0.03% |
$2.22K - $2.26K
|
129K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-49- 0.69% |
$2.53K - $2.57K
|
7.05K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-50- 1.28% |
$2.58K - $2.63K
|
3.87K
$202K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-56- 3.65% |
$2.89K - $2.94K
|
1.48K
$77K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-62- 0.16% |
$3.2K - $3.26K
|
38.1K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.55% |
$3.61K - $3.68K
|
12.6K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-74- 0.79% |
$3.81K - $3.89K
|
9.26K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-81- 2.38% |
$4.17K - $4.26K
|
3.32K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-89- 1.68% |
$4.59K - $4.68K
|
5.2K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-95- 0.74% |
$4.9K - $4.99K
|
12.7K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-96- 1.25% |
$4.95K - $5.04K
|
7.57K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 1.53% |
$5.15K - $5.26K
|
6.43K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-100- 2.46% |
$5.15K - $5.26K
|
3.96K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-102- 1.65% |
$5.26K - $5.36K
|
6.08K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-102- 0.71% |
$5.26K - $5.36K
|
14.3K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-104- 0.92% |
$5.36K - $5.47K
|
11.3K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-130- 0.64% |
$6.7K - $6.83K
|
20.3K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-132- 6.02% |
$6.8K - $6.94K
|
2.06K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-144- 1.5% |
$7.42K - $7.57K
|
9.48K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-147- 0.96% |
$7.58K - $7.72K
|
15.1K
$788K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-148- 0.48% |
$7.63K - $7.78K
|
30.7K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-164- 3.58% |
$8.45K - $8.62K
|
4.42K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-173- 0.56% |
$8.92K - $9.09K
|
30.7K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-176- 0.58% |
$9.07K - $9.25K
|
30.4K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182- 2.58% |
$9.38K - $9.56K
|
6.88K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-182- 2.87% |
$9.38K - $9.56K
|
6.15K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-188- 2.13% |
$9.69K - $9.88K
|
8.65K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-210- 2.97% |
$10.8K - $11K
|
6.87K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 5.47% |
$10.9K - $11.1K
|
3.66K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-223- 4.85% |
$11.5K - $11.7K
|
4.37K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-228- 49.89% |
$11.8K - $12K
|
229
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-244- 19.68% |
$12.6K - $12.8K
|
996
$52K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.91% |
$12.9K - $13.1K
|
4.84K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-254- 69.78% |
$13.1K - $13.3K
|
110
$5.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-261- 0.25% |
$13.5K - $13.7K
|
106K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-261- 1.53% |
$13.5K - $13.7K
|
16.8K
$876K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-267- 28.9% |
$13.8K - $14K
|
657
$34.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-270- 8.82% |
$13.9K - $14.2K
|
2.79K
$146K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 1.91% |
$15K - $15.3K
|
14.9K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-302- 3.43% |
$15.6K - $15.9K
|
8.49K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-310- 2.77% |
$16K - $16.3K
|
10.9K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 1.96% |
$16.6K - $16.9K
|
16.1K
$840K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-327- 0.82% |
$16.9K - $17.2K
|
39.8K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-338- 3.88% |
$17.4K - $17.8K
|
8.38K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-365- 22.31% |
$18.8K - $19.2K
|
1.27K
$66.3K
|