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 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.11K+ 19.2% |
$108K - $111K
|
13.1K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.1K+ 5.3% |
$108K - $110K
|
41.8K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.09K+ 2.63% |
$108K - $110K
|
81.6K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 2.74% |
$108K - $110K
|
78.3K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2K+ 6.28% |
$103K - $105K
|
33.9K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2KNew |
$103K - $105K
|
2K
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92K+ 14.64% |
$99.1K - $101K
|
15.1K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.86K+ 1.77% |
$95.6K - $97.5K
|
106K
$5.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.79K+ 6.28% |
$92.1K - $93.9K
|
30.3K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.79KNew |
$92.1K - $93.9K
|
1.79K
$93.4K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
1.76K+ 3.4% |
$90.8K - $92.6K
|
53.6K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.73K+ 8.52% |
$89.3K - $91.1K
|
22.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71K+ 80.09% |
$87.9K - $89.7K
|
3.84K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.7KNew |
$87.7K - $89.4K
|
1.7K
$89K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.7KNew |
$87.6K - $89.3K
|
1.7K
$88.9K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 41.46% |
$87.3K - $89K
|
5.78K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.69K+ 1.34% |
$86.8K - $88.5K
|
128K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68KNew |
$86.3K - $88K
|
1.68K
$87.6K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.66KNew |
$85.6K - $87.2K
|
1.66K
$86.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 14.52% |
$84.8K - $86.4K
|
13K
$678K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.61K+ 41.4% |
$82.9K - $84.5K
|
5.49K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.56K+ 3.2% |
$80.2K - $81.8K
|
50.2K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.44K+ 27.81% |
$74.1K - $75.5K
|
6.61K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.41K+ 0.37% |
$72.5K - $73.9K
|
379K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.39K+ 8.35% |
$71.6K - $73K
|
18K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 111.95% |
$71.5K - $72.9K
|
2.63K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.3KNew |
$66.7K - $68.1K
|
1.3K
$67.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$64.4K - $65.6K
|
67.8K
$3.55M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.2K+ 13.02% |
$61.8K - $63.1K
|
10.4K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.19K+ 0.77% |
$61.5K - $62.7K
|
155K
$8.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 27.41% |
$60.9K - $62.1K
|
5.5K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 17.26% |
$60.9K - $62.1K
|
8.02K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$60.4K - $61.5K
|
1.17K
$61.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16K+ 3.76% |
$59.5K - $60.7K
|
31.9K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.15KNew |
$59.2K - $60.3K
|
1.15K
$60K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.53% |
$57.9K - $59.1K
|
74.5K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 923.97% |
$57.6K - $58.8K
|
1.24K
$64.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 1.15% |
$54.2K - $55.3K
|
92.3K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 0.19% |
$53.9K - $54.9K
|
543K
$28.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.04K+ 1.04% |
$53.7K - $54.7K
|
101K
$5.31M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
994+ 2.35% |
$51.2K - $52.2K
|
43.3K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
987+ 2.52% |
$50.9K - $51.9K
|
40.1K
$2.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
971New |
$50K - $51K
|
971
$50.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951+ 2.04% |
$49K - $50K
|
47.6K
$2.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
947+ 14.54% |
$48.8K - $49.8K
|
7.46K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
947+ 24.61% |
$48.8K - $49.8K
|
4.8K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
919+ 2.04% |
$47.4K - $48.3K
|
45.9K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
849+ 0.92% |
$43.8K - $44.6K
|
92.9K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
846+ 72.31% |
$43.6K - $44.5K
|
2.02K
$105K
|