Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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
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
Feb 04, 2025 Q4 2024
Kovack Advisors, Inc.

BUY
 -
840
+ 2.98%
$43.3K - $44.1K
29K $1.52M
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
837
+ 49.24%
$43.1K - $44K
2.54K $133K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
831
+ 1.41%
$42.8K - $43.7K
59.8K $3.13M
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
827
New
$42.6K - $43.5K
827 $43.2K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
820
+ 144.11%
$42.3K - $43.1K
1.39K $72.6K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
816
+ 0.89%
$42.1K - $42.9K
92K $4.81M
Feb 05, 2025 Q4 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
810
+ 7.13%
$41.7K - $42.6K
12.2K $636K
Feb 04, 2025 Q4 2024
White Lighthouse Investment Management Inc.

BUY
 -
800
+ 4.44%
$41.2K - $42K
18.8K $984K
Feb 14, 2025 Q4 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
709
+ 3.77%
$36.5K - $37.3K
19.5K $1.02M
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
696
New
$35.9K - $36.6K
696 $36.4K
Jan 06, 2025 Q4 2024
Boltwood Capital Management

BUY
 -
675
+ 0.87%
$34.8K - $35.5K
78.5K $4.11M
Feb 14, 2025 Q4 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
667
+ 19.85%
$34.4K - $35.1K
4.03K $211K
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
633
New
$32.6K - $33.3K
633 $33.1K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
631
New
$32.5K - $33.2K
631 $33K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
631
+ 1.56%
$32.5K - $33.2K
41.1K $2.15M
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
606
+ 1.52%
$31.2K - $31.8K
40.5K $2.12M
Feb 07, 2025 Q4 2024
Mount Lucas Management LP

Newtown, PA
BUY
 -
606
+ 4.27%
$31.2K - $31.8K
14.8K $774K
Jan 17, 2025 Q4 2024
D.B. Root & Company, LLC

BUY
 -
600
+ 8.58%
$30.9K - $31.5K
7.59K $397K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
575
+ 25.48%
$29.6K - $30.2K
2.83K $148K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
567
New
$29.2K - $29.8K
567 $29.6K
Feb 13, 2025 Q4 2024
Paradigm Financial Partners, LLC

BUY
 -
560
+ 1.91%
$28.9K - $29.4K
29.9K $1.56M
Jan 13, 2025 Q4 2024
Hart & Patterson Financial Group LLC

Amherst, MA
BUY
 -
536
+ 6.23%
$27.6K - $28.2K
9.14K $478K
Jan 23, 2025 Q4 2024
Intergy Private Wealth, LLC

BUY
 -
534
+ 10.95%
$27.5K - $28.1K
5.41K $283K
Feb 12, 2025 Q4 2024
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
500
+ 6.98%
$25.8K - $26.3K
7.66K $401K
Feb 13, 2025 Q4 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
500
New
$25.8K - $26.3K
500 $26.1K
Feb 14, 2025 Q4 2024
Pinnacle Associates LTD

BUY
 -
494
+ 1.57%
$25.5K - $26K
31.9K $1.67M
Feb 13, 2025 Q4 2024
Forum Private Client Group LLC

BUY
 -
490
+ 3.15%
$25.3K - $25.7K
16K $838K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
489
New
$25.2K - $25.7K
489 $25.6K
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
483
+ 2.98%
$24.9K - $25.4K
16.7K $874K
Feb 13, 2025 Q4 2024
Granite Investment Partners, LLC

BUY
 -
476
New
$24.5K - $25K
476 $24.9K
Feb 12, 2025 Q4 2024
Seven Bridge Financial Group, LLC

BUY
 -
476
+ 0.32%
$24.5K - $25K
148K $7.74M
Feb 13, 2025 Q4 2024
Zacks Investment Management

Chicago, IL
BUY
 -
474
+ 2.5%
$24.4K - $24.9K
19.5K $1.02M
Feb 14, 2025 Q4 2024
First Manhattan CO

New York, NY
BUY
 -
460
+ 6.53%
$23.7K - $24.2K
7.5K $392K
Feb 12, 2025 Q4 2024
C2 C Wealth Management, LLC

BUY
 -
450
+ 9.47%
$23.2K - $23.6K
5.2K $272K
Jan 17, 2025 Q4 2024
Ivc Wealth Advisors LLC

BUY
 -
447
+ 1.04%
$23K - $23.5K
43.3K $2.26M
Jan 29, 2025 Q4 2024
Jmac Enterprises LLC

BUY
 -
446
+ 2.05%
$23K - $23.4K
22.3K $1.16M
Jan 17, 2025 Q4 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
433
+ 0.22%
$22.3K - $22.8K
194K $10.1M
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
423
+ 7.6%
$21.8K - $22.2K
5.99K $313K
Feb 03, 2025 Q4 2024
Peoples Bank

BUY
 -
421
+ 1.82%
$21.7K - $22.1K
23.5K $1.23M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
421
New
$21.7K - $22.1K
421 $22K
Feb 10, 2025 Q4 2024
Slate Stone Wealth, LLC

BUY
 -
400
+ 2.83%
$20.6K - $21K
14.5K $761K
Feb 26, 2025 Q4 2024
Ballentine Capital Advisors, Inc

Greenville, SC
BUY
 -
395
+ 0.23%
$20.4K - $20.8K
172K $8.98M
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
390
+ 88.44%
$20.1K - $20.5K
831 $43.5K
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
389
+ 8.1%
$20K - $20.4K
5.19K $271K
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
377
+ 1.45%
$19.4K - $19.8K
26.4K $1.38M
Feb 04, 2025 Q4 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
376
+ 0.3%
$19.4K - $19.8K
127K $6.62M
Jan 21, 2025 Q4 2024
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
371
+ 3.24%
$19.1K - $19.5K
11.8K $618K

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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