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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.39K+ 49.49% |
$381K - $389K
|
22.3K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
7.3KNew |
$376K - $383K
|
7.3K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.09KNew |
$365K - $372K
|
7.09K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.02K+ 3.07% |
$362K - $369K
|
236K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.95K+ 91.17% |
$358K - $365K
|
14.6K
$762K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.93KNew |
$357K - $364K
|
6.93K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.84KNew |
$353K - $360K
|
6.84K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
6.82K+ 1.83% |
$351K - $358K
|
379K
$19.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.69K+ 81.69% |
$345K - $352K
|
14.9K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.51K+ 165.41% |
$336K - $342K
|
10.5K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.38K+ 17.89% |
$329K - $335K
|
42K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.36K+ 17.42% |
$328K - $334K
|
42.9K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.32K+ 1.56% |
$326K - $332K
|
413K
$21.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.3K+ 3.14% |
$325K - $331K
|
207K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.3K+ 5.79% |
$325K - $331K
|
115K
$6.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6.29KNew |
$324K - $331K
|
6.29K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.11K+ 11.38% |
$315K - $321K
|
59.8K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.05KNew |
$312K - $318K
|
6.05K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
6.05K+ 1.27% |
$312K - $318K
|
482K
$25.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
6.02K+ 4.72% |
$310K - $316K
|
134K
$6.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.79K+ 65.28% |
$298K - $304K
|
14.7K
$766K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.78KNew |
$298K - $304K
|
5.78K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.78K+ 61.35% |
$298K - $304K
|
15.2K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.71KNew |
$294K - $300K
|
5.71K
$298K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.7K+ 11.73% |
$294K - $299K
|
54.3K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.63K+ 0.17% |
$290K - $296K
|
3.3M
$172M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.51K+ 3.81% |
$284K - $290K
|
150K
$7.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.48KNew |
$282K - $288K
|
5.48K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.4K+ 1.45% |
$278K - $284K
|
378K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.38KNew |
$277K - $283K
|
5.38K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.35K+ 29.76% |
$276K - $281K
|
23.3K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.33K+ 81.29% |
$275K - $280K
|
11.9K
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.23KNew |
$270K - $275K
|
5.23K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.23K+ 25.41% |
$269K - $275K
|
25.8K
$1.35M
|
|
|
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
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.04KNew |
$260K - $265K
|
5.04K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.03K+ 9.02% |
$259K - $264K
|
60.8K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5K+ 10.67% |
$258K - $263K
|
51.9K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.99K+ 30.32% |
$257K - $262K
|
21.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.99K+ 13.38% |
$257K - $262K
|
42.3K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.89K+ 7.26% |
$252K - $257K
|
72.2K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.87K+ 10.91% |
$251K - $256K
|
49.5K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.82K+ 6.32% |
$249K - $253K
|
81.2K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.74K+ 96.5% |
$244K - $249K
|
9.65K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.72K+ 3.35% |
$243K - $248K
|
146K
$7.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.71K+ 29.98% |
$243K - $248K
|
20.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
4.53K+ 89.92% |
$234K - $238K
|
9.57K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$233K - $238K
|
4.52K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.5KNew |
$232K - $237K
|
4.5K
$236K
|