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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.02K+ 43.81% |
$207K - $211K
|
13.2K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.91KNew |
$202K - $206K
|
3.91K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.75K+ 9.47% |
$193K - $197K
|
43.3K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.68K+ 49.99% |
$189K - $193K
|
11K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.65K+ 1.35% |
$188K - $192K
|
273K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.41K+ 25.87% |
$176K - $179K
|
16.6K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.31K+ 3.29% |
$171K - $174K
|
104K
$5.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.23K+ 4.46% |
$166K - $170K
|
75.6K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3K+ 37.14% |
$155K - $158K
|
11.1K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.99K+ 75.32% |
$154K - $157K
|
6.95K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.95K+ 5.81% |
$152K - $155K
|
53.7K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.91K+ 1.82% |
$150K - $153K
|
163K
$8.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.88K+ 55.83% |
$148K - $151K
|
8.04K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.87KNew |
$148K - $151K
|
2.87K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.83K+ 12.38% |
$146K - $149K
|
25.7K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.81K+ 194.94% |
$145K - $148K
|
4.25K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.63K+ 3.68% |
$136K - $138K
|
74.1K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.56K+ 4.37% |
$132K - $135K
|
61.2K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.51K+ 3.8% |
$129K - $132K
|
68.5K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.43K+ 66.86% |
$125K - $127K
|
6.05K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.09K+ 2.63% |
$108K - $110K
|
81.6K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 2.74% |
$108K - $110K
|
78.3K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2K+ 6.28% |
$103K - $105K
|
33.9K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.86K+ 1.77% |
$95.6K - $97.5K
|
106K
$5.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.79K+ 6.28% |
$92.1K - $93.9K
|
30.3K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.73K+ 8.52% |
$89.3K - $91.1K
|
22.1K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.7KNew |
$87.7K - $89.4K
|
1.7K
$88.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.7KNew |
$87.6K - $89.3K
|
1.7K
$88.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.61K+ 41.4% |
$82.9K - $84.5K
|
5.49K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.44K+ 27.81% |
$74.1K - $75.5K
|
6.61K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 111.95% |
$71.5K - $72.9K
|
2.63K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$64.4K - $65.6K
|
67.8K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 27.41% |
$60.9K - $62.1K
|
5.5K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.15KNew |
$59.2K - $60.3K
|
1.15K
$59.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.15K+ 5.81% |
$59.1K - $60.2K
|
20.9K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 923.97% |
$57.6K - $58.8K
|
1.24K
$64.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.04K+ 1.04% |
$53.7K - $54.7K
|
101K
$5.28M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
994+ 2.35% |
$51.2K - $52.2K
|
43.3K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
987+ 2.52% |
$50.9K - $51.9K
|
40.1K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951+ 2.04% |
$49K - $50K
|
47.6K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
919+ 2.04% |
$47.4K - $48.3K
|
45.9K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
849+ 0.92% |
$43.8K - $44.6K
|
92.9K
$4.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
827New |
$42.6K - $43.5K
|
827
$43K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
820+ 144.11% |
$42.3K - $43.1K
|
1.39K
$72.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
772+ 2.09% |
$39.8K - $40.6K
|
37.7K
$1.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
675+ 0.87% |
$34.8K - $35.5K
|
78.5K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
600+ 8.58% |
$30.9K - $31.5K
|
7.59K
$395K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
575+ 25.48% |
$29.6K - $30.2K
|
2.83K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
536+ 6.23% |
$27.6K - $28.2K
|
9.14K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
534+ 10.95% |
$27.5K - $28.1K
|
5.41K
$281K
|