Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
462K+ 1221.88% |
$24.2M - $24.5M
|
499K
$26.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
368K+ 7.65% |
$19.3M - $19.5M
|
5.17M
$275M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
208K+ 10.7% |
$10.9M - $11.1M
|
2.16M
$115M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
173K+ 18.64% |
$9.07M - $9.19M
|
1.1M
$58.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
163K+ 9.73% |
$8.51M - $8.63M
|
1.83M
$97.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
148KNew |
$7.76M - $7.87M
|
148K
$7.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
130KNew |
$6.83M - $6.92M
|
130K
$6.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
120KNew |
$6.3M - $6.39M
|
120K
$6.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
63.8K+ 49.49% |
$3.34M - $3.39M
|
193K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62.6K+ 4.19% |
$3.28M - $3.32M
|
1.56M
$82.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
61.3K+ 7.59% |
$3.21M - $3.26M
|
870K
$46.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
48.2KNew |
$2.53M - $2.56M
|
48.2K
$2.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
46.5K+ 33.0% |
$2.44M - $2.47M
|
187K
$9.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
45K+ 24.51% |
$2.36M - $2.39M
|
228K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
42.5K+ 268.1% |
$2.23M - $2.26M
|
58.3K
$3.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
41.1K+ 10.48% |
$2.15M - $2.18M
|
433K
$23M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
40.6K+ 24.45% |
$2.13M - $2.16M
|
207K
$11M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
31.4K+ 16.45% |
$1.65M - $1.67M
|
222K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
27K+ 3.75% |
$1.41M - $1.43M
|
747K
$39.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.5K+ 119.12% |
$1.34M - $1.35M
|
46.9K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
25.4KNew |
$1.33M - $1.35M
|
25.4K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
24.5K+ 8.2% |
$1.29M - $1.3M
|
324K
$17.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
22.5K+ 9.4% |
$1.18M - $1.2M
|
262K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
22.2KNew |
$1.16M - $1.18M
|
22.2K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
21.7KNew |
$1.13M - $1.15M
|
21.7K
$1.15M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
20.9KNew |
$1.1M - $1.11M
|
20.9K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
20.7K+ 9.06% |
$1.08M - $1.1M
|
249K
$13.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.5K+ 355.94% |
$1.08M - $1.09M
|
26.3K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.9K+ 12.83% |
$939K - $951K
|
158K
$8.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
17.4K+ 4.94% |
$913K - $926K
|
371K
$19.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17K+ 7.49% |
$889K - $901K
|
244K
$12.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 18.44% |
$858K - $870K
|
105K
$5.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 154.99% |
$853K - $865K
|
26.8K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
16K+ 6.7% |
$840K - $851K
|
255K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
15.9K+ 30.33% |
$834K - $845K
|
68.4K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15.8K+ 4.24% |
$827K - $838K
|
388K
$20.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14.3K+ 1.85% |
$750K - $761K
|
788K
$41.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.2K+ 32.49% |
$741K - $752K
|
57.7K
$3.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
13.1K+ 57.36% |
$686K - $696K
|
35.9K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4K+ 15.23% |
$652K - $661K
|
94.1K
$5M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.9K+ 3.24% |
$625K - $634K
|
381K
$20.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 1.73% |
$616K - $625K
|
692K
$36.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.7K+ 1.87% |
$614K - $622K
|
637K
$33.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.5K+ 240.32% |
$605K - $613K
|
16.3K
$868K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
10.5K+ 65.39% |
$550K - $557K
|
26.5K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10.4K+ 6.87% |
$544K - $551K
|
161K
$8.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 23.71% |
$537K - $545K
|
53.5K
$2.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.2K+ 14.03% |
$534K - $542K
|
82.9K
$4.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
9.91KNew |
$519K - $527K
|
9.91K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
9.68K+ 12.21% |
$507K - $514K
|
88.9K
$4.72M
|