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 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.74K- 29.66% |
$141K - $144K
|
6.49K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.92K- 3.69% |
$151K - $153K
|
76.2K
$3.95M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.56K- 4.92% |
$183K - $187K
|
68.7K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-3.56K- 10.19% |
$183K - $187K
|
31.3K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.58K- 5.24% |
$185K - $188K
|
64.8K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.59K- 3.91% |
$185K - $188K
|
88.2K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.59K- 1.84% |
$185K - $189K
|
192K
$9.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.87K- 14.04% |
$199K - $203K
|
23.7K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 7.42% |
$201K - $205K
|
48.7K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.05K- 9.65% |
$209K - $213K
|
37.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.25K- 1.86% |
$219K - $223K
|
224K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.36K- 1.64% |
$225K - $229K
|
261K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-4.45K- 2.26% |
$230K - $234K
|
193K
$9.98M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.55K- 2.13% |
$234K - $239K
|
208K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.61K- 0.73% |
$238K - $242K
|
630K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.81K- 20.67% |
$248K - $253K
|
18.5K
$956K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.91K- 40.09% |
$253K - $258K
|
7.33K
$380K
|
|
|
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
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.21K- 19.49% |
$268K - $274K
|
21.5K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-5.38K- 6.78% |
$277K - $282K
|
73.9K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.47K- 32.77% |
$282K - $287K
|
11.2K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.68K- 6.99% |
$292K - $298K
|
75.5K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.79K- 2.18% |
$298K - $304K
|
259K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-6.23K- 52.6% |
$321K - $327K
|
5.61K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.7K- 9.0% |
$345K - $352K
|
67.7K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.7K- 4.59% |
$345K - $352K
|
139K
$7.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.19K- 17.14% |
$370K - $378K
|
34.7K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.28K- 4.83% |
$375K - $382K
|
143K
$7.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.9K- 59.44% |
$563K - $574K
|
7.45K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-11.1K- 64.83% |
$572K - $583K
|
6.02K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.2K- 7.04% |
$579K - $591K
|
148K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12K- 3.73% |
$619K - $631K
|
310K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.4K- 99.93% |
$638K - $650K
|
9
$466
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.5K- 7.58% |
$644K - $656K
|
152K
$7.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.7K- 59.12% |
$655K - $668K
|
8.79K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.1K- 10.36% |
$673K - $686K
|
113K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14K- 3.58% |
$721K - $735K
|
376K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-15K- 12.32% |
$773K - $788K
|
107K
$5.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15.5K- 31.32% |
$799K - $814K
|
34K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-16.5K- 8.77% |
$851K - $868K
|
172K
$8.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 12.51% |
$877K - $894K
|
119K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-22.6K- 2.84% |
$1.16M - $1.19M
|
774K
$40.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-23.8K- 15.39% |
$1.23M - $1.25M
|
131K
$6.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-24.3K- 48.6% |
$1.25M - $1.28M
|
25.7K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-25.2K- 30.23% |
$1.3M - $1.32M
|
58.1K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-25.3K- 72.55% |
$1.31M - $1.33M
|
9.59K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 2.74% |
$1.32M - $1.35M
|
909K
$47.1M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.2K- 41.36% |
$1.35M - $1.38M
|
37.1K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.2K- 10.21% |
$1.4M - $1.43M
|
239K
$12.4M
|