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 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
799+ 2.62% |
$41.9K - $42.4K
|
31.3K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
738+ 17.96% |
$38.7K - $39.2K
|
4.85K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
661+ 16.47% |
$34.6K - $35.1K
|
4.67K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
589+ 1.56% |
$30.9K - $31.3K
|
38.4K
$2.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
541+ 9.55% |
$28.3K - $28.7K
|
6.2K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
533+ 0.15% |
$27.9K - $28.3K
|
363K
$19.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
513New |
$26.9K - $27.2K
|
513
$27.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
388New |
$20.3K - $20.6K
|
388
$20.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
312+ 0.44% |
$16.3K - $16.6K
|
70.8K
$3.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
302+ 7.32% |
$15.8K - $16K
|
4.43K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
277+ 2.64% |
$14.5K - $14.7K
|
10.8K
$573K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
260+ 1.53% |
$13.6K - $13.8K
|
17.3K
$919K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
254+ 1.13% |
$13.3K - $13.5K
|
22.7K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 5.73% |
$13.1K - $13.3K
|
4.61K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
228+ 0.69% |
$11.9K - $12.1K
|
33.2K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
228+ 0.33% |
$11.9K - $12.1K
|
69.2K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
215+ 0.56% |
$11.3K - $11.4K
|
38.4K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
173+ 3.7% |
$9.06K - $9.19K
|
4.85K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
167+ 2.67% |
$8.75K - $8.87K
|
6.43K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
135+ 0.92% |
$7.07K - $7.17K
|
14.7K
$783K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
130+ 0.26% |
$6.81K - $6.9K
|
51.1K
$2.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
113New |
$5.92K - $6K
|
113
$6K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
112+ 2.85% |
$5.87K - $5.95K
|
4.04K
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 0.21% |
$5.24K - $5.31K
|
47.8K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
93+ 0.88% |
$4.87K - $4.94K
|
10.7K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
92+ 1.1% |
$4.82K - $4.89K
|
8.42K
$448K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
85+ 1.1% |
$4.45K - $4.51K
|
7.8K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
70+ 0.26% |
$3.67K - $3.72K
|
27.1K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
65+ 0.63% |
$3.41K - $3.45K
|
10.5K
$555K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
60+ 1.08% |
$3.14K - $3.19K
|
5.62K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 1.04% |
$2.88K - $2.92K
|
5.35K
$284K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 0.11% |
$2.57K - $2.6K
|
42.8K
$2.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
42New |
$2.2K - $2.23K
|
42
$2.23K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
39+ 0.08% |
$2.04K - $2.07K
|
47.1K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
39+ 0.56% |
$2.04K - $2.07K
|
6.99K
$371K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$1.15K - $1.17K
|
22
$1.17K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 0.48% |
$995 - $1.01K
|
3.98K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13New |
$681 - $690
|
13
$691
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.14% |
$629 - $637
|
1.07K
$56.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
10+ 0.2% |
$524 - $531
|
4.98K
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
10+ 1.22% |
$524 - $531
|
832
$44.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 2.79% |
$524 - $531
|
369
$19.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$52.4 - $53.1
|
7.71K
$410K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$52.4 - $53.1
|
7.77K
$413K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.66% |
$52.4 - $53.1
|
152
$8.08K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-11- 13.1% |
$576 - $584
|
73
$3.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 30.23% |
$681 - $690
|
30
$1.59K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-14- 0.22% |
$733 - $744
|
6.33K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 3.02% |
$943 - $956
|
578
$30.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-30- 0.27% |
$1.57K - $1.59K
|
11K
$583K
|