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
$3.73B
|
|
|
Aug 14, 2025
Q2 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
2.54MNew |
$131M - $134M
|
2.54M
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.04M+ 35.71% |
$105M - $108M
|
7.75M
$411M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.8M+ 182.5% |
$92.9M - $94.8M
|
2.78M
$148M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
771K+ 3.45% |
$39.8M - $40.7M
|
23.1M
$1.23B
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
718K+ 17.31% |
$37.1M - $37.9M
|
4.87M
$258M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
598K+ 89.33% |
$30.9M - $31.5M
|
1.27M
$67.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
558K+ 6.91% |
$28.8M - $29.4M
|
8.63M
$458M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Capital Advisors Inc
|
BUY
|
- |
480KNew |
$24.8M - $25.3M
|
480K
$25.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
422K+ 16.42% |
$21.8M - $22.2M
|
2.99M
$159M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
309K+ 696.77% |
$16M - $16.3M
|
353K
$18.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
294K+ 45.91% |
$15.2M - $15.5M
|
935K
$49.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
276K+ 26.43% |
$14.3M - $14.6M
|
1.32M
$70M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
271K+ 108.77% |
$14M - $14.3M
|
521K
$27.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
245K+ 5.38% |
$12.7M - $13M
|
4.81M
$255M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
230K+ 5.79% |
$11.9M - $12.2M
|
4.21M
$223M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
225K+ 96.05% |
$11.6M - $11.9M
|
460K
$24.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
215K+ 474.17% |
$11.1M - $11.4M
|
261K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
215K+ 31.59% |
$11.1M - $11.3M
|
894K
$47.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
173KNew |
$8.92M - $9.11M
|
173K
$9.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
172K+ 33.51% |
$8.91M - $9.1M
|
687K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
158K+ 111.4% |
$8.14M - $8.31M
|
299K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 7.62% |
$7.87M - $8.03M
|
2.15M
$114M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
146K+ 438.79% |
$7.53M - $7.68M
|
179K
$9.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
143K+ 911.57% |
$7.38M - $7.54M
|
159K
$8.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
127KNew |
$6.56M - $6.7M
|
127K
$6.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123K+ 10.96% |
$6.37M - $6.5M
|
1.25M
$66.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
122K+ 7.86% |
$6.29M - $6.42M
|
1.67M
$88.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
119KNew |
$6.13M - $6.26M
|
119K
$6.29M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
116K+ 11.25% |
$6.01M - $6.14M
|
1.15M
$61.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
116K+ 218.47% |
$5.98M - $6.1M
|
169K
$8.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
111K+ 1391.49% |
$5.75M - $5.87M
|
119K
$6.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
103K+ 305.96% |
$5.32M - $5.43M
|
137K
$7.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
95.8K+ 14.56% |
$4.95M - $5.05M
|
753K
$40M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
91.2K+ 5173.51% |
$4.71M - $4.81M
|
93K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
87.4KNew |
$4.52M - $4.61M
|
87.4K
$4.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
86.1K+ 8.26% |
$4.45M - $4.54M
|
1.13M
$59.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82.2K+ 11.08% |
$4.25M - $4.34M
|
824K
$43.7M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
79.3K+ 88.84% |
$4.1M - $4.18M
|
168K
$8.94M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
78.3K+ 33.12% |
$4.05M - $4.13M
|
315K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
76.1K+ 1.68% |
$3.93M - $4.01M
|
4.61M
$244M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75K+ 1.32% |
$3.87M - $3.95M
|
5.76M
$306M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
66.4K+ 1059.4% |
$3.43M - $3.5M
|
72.6K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
61.9K+ 27.71% |
$3.2M - $3.26M
|
285K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
61.3KNew |
$3.17M - $3.24M
|
61.3K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
58.4K+ 7.79% |
$3.02M - $3.08M
|
808K
$42.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.1K+ 10.62% |
$3M - $3.06M
|
605K
$32.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
56.9K+ 147.21% |
$2.94M - $3M
|
95.5K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
54.4K+ 11.8% |
$2.81M - $2.87M
|
516K
$27.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.1K+ 155.65% |
$2.79M - $2.85M
|
88.8K
$4.71M
|