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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
72.6K+ 161.15% |
$3.74M - $3.82M
|
118K
$6.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.3K+ 5.15% |
$3.73M - $3.8M
|
1.48M
$77.2M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
69.8K+ 336.45% |
$3.6M - $3.67M
|
90.6K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.9K+ 5.85% |
$3.5M - $3.57M
|
1.23M
$64.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
66.7K+ 3.45% |
$3.44M - $3.5M
|
2M
$105M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
64.4K+ 9.69% |
$3.32M - $3.39M
|
729K
$38.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
64.3K+ 5.52% |
$3.31M - $3.38M
|
1.23M
$64.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
63.9K+ 1201.09% |
$3.29M - $3.36M
|
69.2K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
61.8K+ 0.46% |
$3.19M - $3.25M
|
13.5M
$703M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60.3K+ 79.48% |
$3.11M - $3.17M
|
136K
$7.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
60.2K+ 16.85% |
$3.1M - $3.16M
|
417K
$21.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60K+ 61.86% |
$3.09M - $3.15M
|
157K
$8.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
58.3KNew |
$3M - $3.06M
|
58.3K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
57.6KNew |
$2.97M - $3.03M
|
57.6K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
57.6K+ 14.03% |
$2.97M - $3.03M
|
468K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
56.8KNew |
$2.93M - $2.98M
|
56.8K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.9K+ 101.68% |
$2.88M - $2.94M
|
111K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.1K+ 2.98% |
$2.84M - $2.89M
|
1.9M
$99.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
54.5K+ 7.34% |
$2.81M - $2.86M
|
797K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
52.9KNew |
$2.73M - $2.78M
|
52.9K
$2.77M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
49.4KNew |
$2.54M - $2.59M
|
49.4K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.8K+ 33.51% |
$2.51M - $2.56M
|
194K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
48.1K+ 18.64% |
$2.48M - $2.53M
|
306K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
47.9K+ 136.23% |
$2.47M - $2.51M
|
83K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
47.7K+ 22.46% |
$2.46M - $2.51M
|
260K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
46.6K+ 1.96% |
$2.4M - $2.45M
|
2.42M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
45.8K+ 3.07% |
$2.36M - $2.41M
|
1.54M
$80.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
43.9KNew |
$2.26M - $2.3M
|
43.9K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
43.2KNew |
$2.23M - $2.27M
|
43.2K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.9K+ 7.33% |
$2.21M - $2.26M
|
629K
$32.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
41.6KNew |
$2.15M - $2.19M
|
41.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
41.4K+ 19.81% |
$2.14M - $2.18M
|
251K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.4K+ 1.87% |
$2.13M - $2.18M
|
2.25M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41.4K+ 10.32% |
$2.13M - $2.17M
|
442K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
40.3K+ 22.62% |
$2.08M - $2.12M
|
219K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
40.3K+ 11.74% |
$2.08M - $2.12M
|
383K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
40.2K+ 36.2% |
$2.07M - $2.11M
|
151K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40.1K+ 3.89% |
$2.07M - $2.11M
|
1.07M
$56M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
39.5K+ 27.74% |
$2.04M - $2.08M
|
182K
$9.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.2K+ 16.01% |
$2.02M - $2.06M
|
284K
$14.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
39.2K+ 76.29% |
$2.02M - $2.06M
|
90.5K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$2.01M - $2.05M
|
39.1K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.1K+ 6.58% |
$2.01M - $2.05M
|
633K
$33.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.7KNew |
$1.99M - $2.03M
|
38.7K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
38.5K+ 26.96% |
$1.98M - $2.02M
|
181K
$9.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38.2K+ 6.12% |
$1.97M - $2.01M
|
663K
$34.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
36.6K+ 89.21% |
$1.89M - $1.93M
|
77.7K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36.3K+ 5.42% |
$1.87M - $1.91M
|
705K
$36.9M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
36.1KNew |
$1.86M - $1.9M
|
36.1K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.2K+ 8.09% |
$1.81M - $1.85M
|
470K
$24.6M
|