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 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-598- 0.58% |
$30.8K - $31.4K
|
103K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-617- 0.86% |
$31.8K - $32.4K
|
71.2K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-640- 2.32% |
$33K - $33.6K
|
26.9K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-673- 7.31% |
$34.7K - $35.4K
|
8.53K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-730- 6.71% |
$37.6K - $38.4K
|
10.2K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-848- 1.14% |
$43.7K - $44.6K
|
73.7K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-886- 2.82% |
$45.7K - $46.6K
|
30.5K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-888- 17.5% |
$45.8K - $46.7K
|
4.19K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-896- 3.63% |
$46.2K - $47.1K
|
23.8K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-977- 0.86% |
$50.4K - $51.3K
|
113K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 3.35% |
$56K - $57.1K
|
31.3K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 8.62% |
$56.2K - $57.3K
|
11.6K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.15K- 1.93% |
$59.3K - $60.5K
|
58.6K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.86% |
$62.9K - $64.1K
|
6.47K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.32K- 13.81% |
$68K - $69.4K
|
8.24K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 2.87% |
$68.6K - $69.9K
|
45.1K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.5K- 1.74% |
$77.3K - $78.8K
|
84.5K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 2.65% |
$88.5K - $90.3K
|
63.1K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.77K- 13.43% |
$91.2K - $93K
|
11.4K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 30.53% |
$95.9K - $97.7K
|
4.23K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.16% |
$96.1K - $98K
|
159K
$8.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.93K- 2.22% |
$99.5K - $101K
|
85.2K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.98K- 4.68% |
$102K - $104K
|
40.3K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.98K- 23.83% |
$102K - $104K
|
6.33K
$329K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.01K- 8.5% |
$103K - $105K
|
21.6K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 32.9% |
$107K - $109K
|
4.22K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.14K- 3.93% |
$110K - $112K
|
52.3K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.95% |
$120K - $122K
|
242K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.33K- 1.24% |
$120K - $122K
|
186K
$9.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.37K- 1.07% |
$122K - $124K
|
219K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.69K- 2.87% |
$139K - $142K
|
91.2K
$4.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.56K- 10.19% |
$183K - $187K
|
31.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.58K- 5.24% |
$185K - $188K
|
64.8K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.59K- 1.84% |
$185K - $189K
|
192K
$9.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 7.42% |
$201K - $205K
|
48.7K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.05K- 9.65% |
$209K - $213K
|
37.9K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-4.45K- 2.26% |
$230K - $234K
|
193K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.55K- 2.13% |
$234K - $239K
|
208K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.91K- 40.09% |
$253K - $258K
|
7.33K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 18.79% |
$255K - $260K
|
21.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.02K- 9.28% |
$259K - $264K
|
49.1K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.21K- 19.49% |
$268K - $274K
|
21.5K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.47K- 32.77% |
$282K - $287K
|
11.2K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.68K- 6.99% |
$292K - $298K
|
75.5K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.79K- 2.18% |
$298K - $304K
|
259K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-6.23K- 52.6% |
$321K - $327K
|
5.61K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.7K- 9.0% |
$345K - $352K
|
67.7K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.19K- 17.14% |
$370K - $378K
|
34.7K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.28K- 4.83% |
$375K - $382K
|
143K
$7.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.9K- 59.44% |
$563K - $574K
|
7.45K
$388K
|