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 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.22K- 36.77% |
$423K - $432K
|
14.1K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.65K- 18.09% |
$446K - $454K
|
39.1K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-9.83K- 9.25% |
$507K - $517K
|
96.5K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.97K- 14.48% |
$514K - $524K
|
58.9K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-10K- 20.73% |
$515K - $526K
|
38.2K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.4K- 36.0% |
$534K - $544K
|
18.4K
$961K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.6K- 27.8% |
$547K - $558K
|
27.6K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 5.46% |
$557K - $568K
|
187K
$9.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.9K- 59.44% |
$563K - $574K
|
7.45K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-11.1K- 64.83% |
$572K - $583K
|
6.02K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 14.88% |
$575K - $586K
|
63.8K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.2K- 7.04% |
$579K - $591K
|
148K
$7.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 57.12% |
$609K - $620K
|
8.86K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-11.8K- 18.32% |
$611K - $623K
|
52.8K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-12K- 52.24% |
$619K - $631K
|
11K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12K- 3.73% |
$619K - $631K
|
310K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-12.3K- 38.61% |
$634K - $646K
|
19.6K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.4K- 99.93% |
$638K - $650K
|
9
$469
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.5K- 7.58% |
$644K - $656K
|
152K
$7.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.7K- 59.12% |
$655K - $668K
|
8.79K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.1K- 10.36% |
$673K - $686K
|
113K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-13.6K- 37.98% |
$703K - $717K
|
22.3K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14K- 3.58% |
$721K - $735K
|
376K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-14.4K- 1.71% |
$742K - $756K
|
829K
$43.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15K- 12.32% |
$773K - $788K
|
107K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.4K- 2.85% |
$794K - $810K
|
526K
$27.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15.5K- 31.32% |
$799K - $814K
|
34K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-16.5K- 8.77% |
$851K - $868K
|
172K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 12.51% |
$877K - $894K
|
119K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-17.2K- 18.34% |
$886K - $903K
|
76.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18.6K- 25.55% |
$960K - $979K
|
54.3K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-20K- 1.75% |
$1.03M - $1.05M
|
1.13M
$58.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20.4K- 35.33% |
$1.05M - $1.07M
|
37.4K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-20.7K- 14.1% |
$1.07M - $1.09M
|
126K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.4K- 8.4% |
$1.15M - $1.18M
|
244K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-22.6K- 2.84% |
$1.16M - $1.19M
|
774K
$40.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-22.8K- 46.97% |
$1.18M - $1.2M
|
25.8K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-23.8K- 15.39% |
$1.23M - $1.25M
|
131K
$6.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-24.3K- 48.6% |
$1.25M - $1.28M
|
25.7K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-25.2K- 30.23% |
$1.3M - $1.32M
|
58.1K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-25.3K- 72.55% |
$1.31M - $1.33M
|
9.59K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.5K- 64.17% |
$1.32M - $1.34M
|
14.2K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 2.74% |
$1.32M - $1.35M
|
909K
$47.4M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.2K- 41.36% |
$1.35M - $1.38M
|
37.1K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.4K- 54.35% |
$1.36M - $1.39M
|
22.2K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.2K- 10.21% |
$1.4M - $1.43M
|
239K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.3K- 15.58% |
$1.41M - $1.43M
|
148K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28.9K- 31.49% |
$1.49M - $1.52M
|
62.8K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.3K- 60.34% |
$1.51M - $1.54M
|
19.2K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-29.6K- 44.37% |
$1.52M - $1.55M
|
37.1K
$1.93M
|