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 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 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9.07K- 7.81% |
$475K - $482K
|
107K
$5.69M
|
|
|
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 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.5K- 2.39% |
$970K - $983K
|
756K
$40.2M
|
|
|
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 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-49.2K- 25.39% |
$2.58M - $2.61M
|
145K
$7.68M
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-490K- 43.73% |
$25.7M - $26M
|
630K
$33.5M
|