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 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.98K- 2.35% |
$104K - $105K
|
82.2K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2K- 1.7% |
$105K - $106K
|
116K
$6.14M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 17.11% |
$113K - $115K
|
10.4K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.67K- 14.39% |
$140K - $142K
|
15.9K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-2.87K- 26.99% |
$150K - $152K
|
7.76K
$412K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.94K- 1.67% |
$154K - $156K
|
173K
$9.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.41K- 5.35% |
$179K - $181K
|
60.4K
$3.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.43K- 1.8% |
$180K - $182K
|
187K
$9.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.53K- 2.33% |
$185K - $187K
|
148K
$7.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.92K- 48.44% |
$205K - $208K
|
4.17K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-5.11K- 2.96% |
$268K - $272K
|
168K
$8.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.21K- 8.55% |
$325K - $330K
|
66.4K
$3.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.68K- 62.27% |
$350K - $355K
|
4.05K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-6.77K- 55.6% |
$355K - $360K
|
5.41K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-7.02K- 16.51% |
$368K - $373K
|
35.5K
$1.89M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-7.19K- 7.27% |
$377K - $382K
|
91.6K
$4.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.62K- 3.58% |
$399K - $404K
|
205K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.65K- 4.31% |
$401K - $406K
|
170K
$9.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 3.87% |
$454K - $460K
|
215K
$11.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-9K- 29.75% |
$472K - $478K
|
21.3K
$1.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-9.36K- 8.89% |
$490K - $497K
|
95.9K
$5.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-9.5K- 1.45% |
$497K - $504K
|
647K
$34.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-10.1K- 41.74% |
$531K - $538K
|
14.1K
$751K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-10.2K- 23.5% |
$535K - $542K
|
33.2K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11.3K- 25.38% |
$590K - $598K
|
33.1K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-13.3K- 76.44% |
$696K - $706K
|
4.1K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.1K- 5.34% |
$740K - $750K
|
250K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-17.5K- 48.31% |
$916K - $929K
|
18.7K
$994K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19K- 35.19% |
$994K - $1.01M
|
35K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-19.1K- 9.61% |
$999K - $1.01M
|
179K
$9.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-21K- 10.3% |
$1.1M - $1.12M
|
183K
$9.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-24.2K- 1.31% |
$1.27M - $1.28M
|
1.82M
$96.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31.8K- 40.34% |
$1.66M - $1.69M
|
47K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31.8K- 66.16% |
$1.67M - $1.69M
|
16.3K
$865K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-43K- 5.26% |
$2.25M - $2.28M
|
774K
$41.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-43K- 6.52% |
$2.25M - $2.29M
|
617K
$32.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-46.1K- 46.4% |
$2.41M - $2.45M
|
53.2K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97.5K- 3.23% |
$5.11M - $5.18M
|
2.92M
$155M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-118K- 94.06% |
$6.16M - $6.24M
|
7.43K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-164K- 23.64% |
$8.59M - $8.71M
|
530K
$28.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-392K- 62.21% |
$20.6M - $20.8M
|
238K
$12.7M
|