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 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$931K - $950K
|
18.1K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
17.8KNew |
$918K - $936K
|
17.8K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17.3K+ 10.53% |
$890K - $907K
|
181K
$9.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 16.85% |
$873K - $890K
|
117K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$822K - $838K
|
16K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.9K+ 13.55% |
$817K - $833K
|
133K
$6.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
15.6K+ 38.38% |
$802K - $818K
|
56.1K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15.6K+ 3.13% |
$802K - $817K
|
513K
$26.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 5.39% |
$760K - $775K
|
288K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
14.3KNew |
$739K - $754K
|
14.3K
$746K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14K+ 220.96% |
$720K - $734K
|
20.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.3K+ 20.66% |
$685K - $699K
|
77.7K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
12.8K+ 859.06% |
$660K - $673K
|
14.3K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
12.5K+ 10.51% |
$645K - $657K
|
132K
$6.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.2K+ 5.7% |
$628K - $641K
|
226K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
12K+ 9.37% |
$620K - $632K
|
140K
$7.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.6K+ 1.13% |
$546K - $557K
|
946K
$49.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
10.4KNew |
$537K - $548K
|
10.4K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
10.3KNew |
$532K - $542K
|
10.3K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
10.2K+ 2.63% |
$524K - $534K
|
397K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
9.42K+ 3.64% |
$486K - $495K
|
268K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
8.35K+ 19.47% |
$430K - $439K
|
51.2K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.29K+ 38.95% |
$427K - $436K
|
29.6K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
8.17K+ 94.69% |
$421K - $429K
|
16.8K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$412K - $420K
|
8K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.77K+ 1.26% |
$401K - $409K
|
626K
$32.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.39K+ 49.49% |
$381K - $389K
|
22.3K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
7.3KNew |
$376K - $383K
|
7.3K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.09KNew |
$365K - $372K
|
7.09K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.93KNew |
$357K - $364K
|
6.93K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
6.82K+ 1.83% |
$351K - $358K
|
379K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.51K+ 165.41% |
$336K - $342K
|
10.5K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.3K+ 5.79% |
$325K - $331K
|
115K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6.29KNew |
$324K - $331K
|
6.29K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
6.02K+ 4.72% |
$310K - $316K
|
134K
$6.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.79K+ 65.28% |
$298K - $304K
|
14.7K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78K+ 61.35% |
$298K - $304K
|
15.2K
$790K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.51K+ 3.81% |
$284K - $290K
|
150K
$7.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.4K+ 1.45% |
$278K - $284K
|
378K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.35K+ 29.76% |
$276K - $281K
|
23.3K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.19K+ 33.9% |
$267K - $273K
|
20.5K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.18KNew |
$267K - $272K
|
5.18K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.03K+ 9.02% |
$259K - $264K
|
60.8K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.89K+ 7.26% |
$252K - $257K
|
72.2K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.82K+ 6.32% |
$249K - $253K
|
81.2K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.5KNew |
$232K - $237K
|
4.5K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.16K+ 11.75% |
$215K - $219K
|
39.6K
$2.06M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.08KNew |
$210K - $214K
|
4.08K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.04K+ 5.93% |
$208K - $212K
|
72.2K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.02KNew |
$207K - $211K
|
4.02K
$209K
|