Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
70.4M+ 652284.94% |
$3.64B - $3.71B
|
70.4M
$3.69B
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
309K+ 696.77% |
$16M - $16.3M
|
353K
$18.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
61.9K+ 27.71% |
$3.2M - $3.26M
|
285K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
42.6K+ 75.64% |
$2.2M - $2.25M
|
98.8K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
36.5K+ 24.79% |
$1.88M - $1.92M
|
183K
$9.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34.1K+ 11.32% |
$1.76M - $1.8M
|
335K
$17.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.4K+ 8.89% |
$1.16M - $1.18M
|
275K
$14.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
16.9KNew |
$876K - $894K
|
16.9K
$890K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13.8K+ 16.19% |
$715K - $730K
|
99.3K
$5.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12.7K+ 1.66% |
$654K - $668K
|
773K
$40.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.3K+ 1.3% |
$636K - $649K
|
963K
$50.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11K+ 85.78% |
$569K - $581K
|
23.9K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.1K+ 3.32% |
$524K - $535K
|
315K
$16.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.11K+ 52.58% |
$419K - $428K
|
23.5K
$1.24M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.18K+ 157.87% |
$319K - $326K
|
10.1K
$530K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.11K+ 7.35% |
$316K - $322K
|
89.2K
$4.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.6K+ 1.96% |
$238K - $243K
|
239K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.92K+ 3.76% |
$203K - $207K
|
108K
$5.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.83K+ 6.88% |
$198K - $202K
|
59.6K
$3.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.68K+ 3.86% |
$139K - $141K
|
72.1K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.29K+ 2.57% |
$118K - $121K
|
91.3K
$4.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.27K+ 2.97% |
$117K - $120K
|
78.7K
$4.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.73K+ 0.71% |
$89.5K - $91.3K
|
246K
$12.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.47KNew |
$76.1K - $77.7K
|
1.47K
$77.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.4KNew |
$72.3K - $73.8K
|
1.4K
$73.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.12KNew |
$57.6K - $58.8K
|
1.12K
$58.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 11.39% |
$52.5K - $53.6K
|
9.93K
$521K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
940+ 9.83% |
$48.6K - $49.6K
|
10.5K
$552K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
872+ 0.14% |
$45.1K - $46K
|
631K
$33.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
868New |
$44.9K - $45.8K
|
868
$45.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
765New |
$39.5K - $40.4K
|
765
$40.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
542+ 0.97% |
$28K - $28.6K
|
56.2K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
225+ 4.41% |
$11.6K - $11.9K
|
5.33K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
186+ 10.88% |
$9.61K - $9.81K
|
1.9K
$99.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
160+ 0.21% |
$8.27K - $8.44K
|
74.9K
$3.93M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
127+ 1.02% |
$6.56K - $6.7K
|
12.6K
$662K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
77New |
$3.98K - $4.06K
|
77
$4.04K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 2.08% |
$2.89K - $2.95K
|
2.75K
$144K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 5.3% |
$1.55K - $1.58K
|
596
$31.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12New |
$620 - $633
|
12
$630
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
4+ 0.1% |
$207 - $211
|
3.86K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-198- 3.05% |
$10.2K - $10.4K
|
6.29K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-540- 0.69% |
$27.9K - $28.5K
|
78.1K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-804- 0.53% |
$41.6K - $42.4K
|
151K
$7.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.05K- 3.42% |
$54.2K - $55.3K
|
29.6K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.09K- 0.43% |
$56.1K - $57.2K
|
254K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.84K- 7.03% |
$94.9K - $96.9K
|
24.3K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.19K- 4.42% |
$165K - $168K
|
69K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.71K- 4.28% |
$243K - $248K
|
105K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-6.32K- 62.15% |
$327K - $334K
|
3.85K
$202K
|