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
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.8K- 10.14% |
$1.54M - $1.57M
|
264K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.9K- 41.06% |
$1.64M - $1.68M
|
45.8K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.2K- 6.29% |
$1.71M - $1.75M
|
495K
$25.8M
|
|
|
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
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-39.2K- 19.2% |
$2.02M - $2.06M
|
165K
$8.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.6K- 22.82% |
$2.04M - $2.08M
|
134K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.6K- 94.02% |
$2.15M - $2.19M
|
2.65K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-41.8K- 27.35% |
$2.16M - $2.2M
|
111K
$5.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-43.4K- 3.36% |
$2.24M - $2.28M
|
1.25M
$65.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-43.9K- 11.38% |
$2.26M - $2.31M
|
342K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.1K- 69.65% |
$2.27M - $2.32M
|
19.2K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-44.5K- 21.58% |
$2.29M - $2.34M
|
162K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44.5K- 2.33% |
$2.29M - $2.34M
|
1.86M
$97.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 6.81% |
$2.45M - $2.5M
|
650K
$33.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.6K- 6.91% |
$2.45M - $2.5M
|
641K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.3K- 7.28% |
$3.36M - $3.43M
|
831K
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81.1K- 16.44% |
$4.18M - $4.26M
|
412K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-85K- 62.56% |
$4.38M - $4.47M
|
50.9K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-90.6K- 67.7% |
$4.67M - $4.76M
|
43.2K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92K- 15.42% |
$4.74M - $4.83M
|
505K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94.1K- 95.61% |
$4.85M - $4.94M
|
4.32K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109K- 28.68% |
$5.61M - $5.72M
|
271K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-117K- 53.79% |
$6.03M - $6.15M
|
100K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145K- 3.49% |
$7.5M - $7.64M
|
4.02M
$210M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-150K- 37.86% |
$7.74M - $7.89M
|
246K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-178K- 40.44% |
$9.16M - $9.34M
|
262K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-204K- 97.85% |
$10.5M - $10.7M
|
4.48K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-205K- 93.1% |
$10.6M - $10.8M
|
15.2K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-216K- 10.58% |
$11.1M - $11.3M
|
1.82M
$95.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231K- 8.39% |
$11.9M - $12.1M
|
2.52M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-267K- 20.89% |
$13.8M - $14M
|
1.01M
$52.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-426K- 8.38% |
$21.9M - $22.4M
|
4.65M
$243M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-462K- 49.19% |
$23.8M - $24.3M
|
477K
$24.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-471K- 5.24% |
$24.3M - $24.7M
|
8.51M
$444M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 11.91% |
$52.6M - $53.6M
|
7.54M
$393M
|
|
|
Feb 10, 2025
Q4 2024
|
Arch Capital Group Ltd.
|
SELL
|
- |
-1.7M- 78.38% |
$87.7M - $89.4M
|
469K
$24.5M
|
|
|
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
$542M
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-9.05M- 91.79% |
$467M - $476M
|
810K
$42.3M
|