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
|
Gemmer Asset Management LLC
|
SELL
|
- |
-32- 0.06% |
$1.68K - $1.7K
|
51.4K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.89% |
$2.46K - $2.5K
|
5.26K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-49- 2.29% |
$2.57K - $2.6K
|
2.09K
$111K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-51- 0.61% |
$2.67K - $2.71K
|
8.33K
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-65- 1.09% |
$3.41K - $3.45K
|
5.89K
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-75- 1.15% |
$3.93K - $3.98K
|
6.46K
$343K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-75- 0.1% |
$3.93K - $3.98K
|
74.8K
$3.97M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-88- 0.9% |
$4.61K - $4.67K
|
9.69K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-99- 0.57% |
$5.19K - $5.26K
|
17.2K
$913K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-124- 0.47% |
$6.5K - $6.59K
|
26.5K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-127- 2.23% |
$6.65K - $6.74K
|
5.57K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-128- 0.86% |
$6.71K - $6.8K
|
14.7K
$782K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-143- 0.95% |
$7.49K - $7.59K
|
14.9K
$794K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-198- 2.85% |
$10.4K - $10.5K
|
6.75K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-209- 0.89% |
$10.9K - $11.1K
|
23.3K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-223- 1.19% |
$11.7K - $11.8K
|
18.6K
$987K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-233- 0.3% |
$12.2K - $12.4K
|
76.7K
$4.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-235- 1.88% |
$12.3K - $12.5K
|
12.2K
$650K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-281- 1.92% |
$14.7K - $14.9K
|
14.3K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-283- 1.3% |
$14.8K - $15K
|
21.5K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-313- 7.5% |
$16.4K - $16.6K
|
3.86K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-316- 0.76% |
$16.6K - $16.8K
|
41.3K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-337- 6.7% |
$17.7K - $17.9K
|
4.69K
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-341- 1.75% |
$17.9K - $18.1K
|
19.2K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-349- 5.34% |
$18.3K - $18.5K
|
6.19K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-381- 3.32% |
$20K - $20.2K
|
11.1K
$589K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-383- 1.0% |
$20.1K - $20.3K
|
37.9K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-400- 7.82% |
$21K - $21.2K
|
4.72K
$251K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-400- 4.45% |
$21K - $21.2K
|
8.59K
$457K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-406- 5.37% |
$21.3K - $21.6K
|
7.15K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-471- 3.35% |
$24.7K - $25K
|
13.6K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-500- 6.55% |
$26.2K - $26.6K
|
7.14K
$379K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-528- 0.35% |
$27.7K - $28K
|
151K
$8.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-567- 40.44% |
$29.7K - $30.1K
|
835
$44.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-569- 2.09% |
$29.8K - $30.2K
|
26.7K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-589- 4.23% |
$30.9K - $31.3K
|
13.3K
$708K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-636- 0.88% |
$33.3K - $33.8K
|
71.5K
$3.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-683- 5.44% |
$35.8K - $36.3K
|
11.9K
$630K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-808- 2.2% |
$42.3K - $42.9K
|
36K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-848- 13.12% |
$44.4K - $45K
|
5.61K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-879- 20.32% |
$46.1K - $46.7K
|
3.45K
$183K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-910- 10.38% |
$47.7K - $48.3K
|
7.85K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-992- 52.35% |
$52K - $52.7K
|
903
$48K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.16K- 5.88% |
$60.7K - $61.6K
|
18.6K
$986K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.16K- 14.94% |
$60.8K - $61.6K
|
6.6K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.16K- 17.23% |
$60.9K - $61.8K
|
5.59K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.2K- 6.83% |
$62.9K - $63.7K
|
16.4K
$870K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.52K- 21.64% |
$79.4K - $80.5K
|
5.49K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.82K- 1.44% |
$95.3K - $96.7K
|
124K
$6.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.88K- 48.71% |
$98.2K - $99.6K
|
1.97K
$105K
|