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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-65- 0.22% |
$3.36K - $3.43K
|
29K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-73- 1.59% |
$3.77K - $3.85K
|
4.51K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-86- 0.16% |
$4.44K - $4.54K
|
53.6K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-94- 0.06% |
$4.86K - $4.96K
|
151K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 0.69% |
$5.17K - $5.28K
|
14.4K
$762K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-103- 2.46% |
$5.32K - $5.43K
|
4.08K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-107- 1.18% |
$5.53K - $5.65K
|
8.98K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-109- 2.99% |
$5.63K - $5.75K
|
3.54K
$188K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-117- 1.3% |
$6.05K - $6.17K
|
8.89K
$472K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-126- 0.72% |
$6.51K - $6.65K
|
17.4K
$924K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-134- 14.02% |
$6.93K - $7.07K
|
822
$43.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-139- 0.3% |
$7.18K - $7.33K
|
46.9K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-147- 0.98% |
$7.6K - $7.76K
|
14.9K
$788K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-148- 1.21% |
$7.65K - $7.81K
|
12.1K
$639K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-150- 0.34% |
$7.75K - $7.91K
|
44K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-160- 3.96% |
$8.27K - $8.44K
|
3.88K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-165- 2.83% |
$8.53K - $8.71K
|
5.66K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-168- 3.5% |
$8.68K - $8.86K
|
4.63K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-169- 52.98% |
$8.73K - $8.92K
|
150
$7.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-170- 1.0% |
$8.79K - $8.97K
|
16.8K
$892K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-173- 0.52% |
$8.94K - $9.13K
|
32.9K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-181- 0.93% |
$9.35K - $9.55K
|
19.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-190- 0.95% |
$9.82K - $10K
|
19.7K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-193- 3.36% |
$9.97K - $10.2K
|
5.55K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-193- 1.25% |
$9.97K - $10.2K
|
15.3K
$811K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-198- 3.05% |
$10.2K - $10.4K
|
6.29K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-200- 2.46% |
$10.3K - $10.6K
|
7.95K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-200- 0.68% |
$10.3K - $10.6K
|
29.1K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 4.07% |
$10.3K - $10.6K
|
4.72K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-202- 2.16% |
$10.4K - $10.7K
|
9.15K
$485K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-203- 3.26% |
$10.5K - $10.7K
|
6.03K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-208- 1.93% |
$10.7K - $11K
|
10.6K
$562K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-208- 0.5% |
$10.7K - $11K
|
41.6K
$2.21M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-224- 0.13% |
$11.6K - $11.8K
|
177K
$9.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-228- 23.48% |
$11.8K - $12K
|
743
$39.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-228- 4.17% |
$11.8K - $12K
|
5.23K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-232- 1.6% |
$12K - $12.2K
|
14.3K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-239- 2.85% |
$12.4K - $12.6K
|
8.14K
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-244- 3.1% |
$12.6K - $12.9K
|
7.64K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-246- 3.78% |
$12.7K - $13K
|
6.26K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-251- 1.97% |
$13K - $13.2K
|
12.5K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-270- 1.9% |
$14K - $14.2K
|
13.9K
$738K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-273- 0.2% |
$14.1K - $14.4K
|
135K
$7.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-275- 0.11% |
$14.2K - $14.5K
|
247K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-294- 0.96% |
$15.2K - $15.5K
|
30.3K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-300- 0.93% |
$15.5K - $15.8K
|
32K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-300- 0.59% |
$15.5K - $15.8K
|
50.9K
$2.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-312- 1.03% |
$16.1K - $16.5K
|
30K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-320- 7.18% |
$16.5K - $16.9K
|
4.14K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-334- 2.32% |
$17.3K - $17.6K
|
14.1K
$745K
|