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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.59K+ 34.91% |
$503K - $509K
|
37.1K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.26K+ 3.37% |
$485K - $492K
|
284K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.12K+ 3.7% |
$478K - $484K
|
255K
$13.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.69K+ 9.52% |
$455K - $462K
|
100K
$5.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
8.16K+ 9.15% |
$427K - $433K
|
97.3K
$5.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.72K+ 10.85% |
$404K - $410K
|
78.8K
$4.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.65K+ 59.8% |
$401K - $406K
|
20.4K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.57KNew |
$397K - $402K
|
7.57K
$402K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.46K+ 6.39% |
$391K - $396K
|
124K
$6.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.3K+ 12.26% |
$383K - $388K
|
66.9K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
7.24KNew |
$379K - $385K
|
7.24K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.89KNew |
$361K - $366K
|
6.89K
$366K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
5.68K+ 3.21% |
$298K - $302K
|
183K
$9.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.49K+ 9.46% |
$288K - $292K
|
63.6K
$3.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.48KNew |
$287K - $291K
|
5.48K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.37KNew |
$281K - $285K
|
5.37K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.36KNew |
$281K - $285K
|
5.36K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.85K+ 9.55% |
$254K - $258K
|
55.7K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.69KNew |
$246K - $249K
|
4.69K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
4.68KNew |
$245K - $248K
|
4.68K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.66K+ 0.9% |
$244K - $248K
|
522K
$27.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.59K+ 3.36% |
$241K - $244K
|
141K
$7.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
4.4K+ 15.18% |
$231K - $234K
|
33.4K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
4.36KNew |
$229K - $232K
|
4.36K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
4.3K+ 21.77% |
$225K - $228K
|
24K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.08KNew |
$214K - $217K
|
4.08K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.08K+ 40.35% |
$213K - $216K
|
14.2K
$753K
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.02K+ 9.65% |
$211K - $214K
|
45.7K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.01KNew |
$210K - $213K
|
4.01K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.94K+ 5.0% |
$206K - $209K
|
82.6K
$4.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.86K+ 3.04% |
$202K - $205K
|
131K
$6.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.78K+ 1.35% |
$198K - $201K
|
284K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.35K+ 3.1% |
$175K - $178K
|
111K
$5.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.85K+ 6.28% |
$149K - $151K
|
48.3K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.59K+ 66.9% |
$136K - $138K
|
6.46K
$343K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.47K+ 8.03% |
$129K - $131K
|
33.2K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 22.52% |
$125K - $127K
|
13K
$691K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.28K+ 2.92% |
$119K - $121K
|
80.4K
$4.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.08KNew |
$109K - $110K
|
2.08K
$110K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 19.98% |
$107K - $108K
|
12.2K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98KNew |
$104K - $105K
|
1.98K
$105K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.89K+ 3.52% |
$99K - $100K
|
55.5K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.71K+ 2.87% |
$89.5K - $90.8K
|
61.3K
$3.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.56K+ 4.89% |
$81.9K - $83K
|
33.5K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 3.11% |
$77.3K - $78.3K
|
48.9K
$2.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.36K+ 16.67% |
$71K - $72K
|
9.49K
$504K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.08K+ 4.81% |
$56.7K - $57.5K
|
23.6K
$1.25M
|