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 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-334- 1.75% |
$17.3K - $17.6K
|
18.7K
$994K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-345- 3.11% |
$17.8K - $18.2K
|
10.7K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-374- 3.64% |
$19.3K - $19.7K
|
9.89K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-379- 1.52% |
$19.6K - $20K
|
24.5K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-388- 12.42% |
$20.1K - $20.5K
|
2.74K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-400- 6.84% |
$20.7K - $21.1K
|
5.45K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-400- 1.34% |
$20.7K - $21.1K
|
29.4K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-400- 9.33% |
$20.7K - $21.1K
|
3.89K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-401- 3.38% |
$20.7K - $21.2K
|
11.5K
$608K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-406- 32.85% |
$21K - $21.4K
|
830
$44K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-406- 8.44% |
$21K - $21.4K
|
4.4K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-414- 2.64% |
$21.4K - $21.8K
|
15.3K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-430- 6.62% |
$22.2K - $22.7K
|
6.07K
$322K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-438- 0.78% |
$22.6K - $23.1K
|
56K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-443- 7.45% |
$22.9K - $23.4K
|
5.5K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-470- 9.73% |
$24.3K - $24.8K
|
4.36K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-481- 0.18% |
$24.9K - $25.4K
|
265K
$14M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-483- 4.89% |
$25K - $25.5K
|
9.39K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-492- 4.15% |
$25.4K - $26K
|
11.4K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-493- 5.78% |
$25.5K - $26K
|
8.04K
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-500- 2.8% |
$25.8K - $26.4K
|
17.4K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-500- 14.44% |
$25.8K - $26.4K
|
2.96K
$157K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-504- 3.34% |
$26K - $26.6K
|
14.6K
$774K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-507- 11.22% |
$26.2K - $26.7K
|
4.01K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-508- 5.91% |
$26.3K - $26.8K
|
8.08K
$429K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-530- 9.83% |
$27.4K - $28K
|
4.86K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-535- 2.96% |
$27.6K - $28.2K
|
17.6K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-540- 0.69% |
$27.9K - $28.5K
|
78.1K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-545- 7.47% |
$28.2K - $28.8K
|
6.75K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 0.85% |
$28.4K - $29K
|
63.9K
$3.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-550- 8.64% |
$28.4K - $29K
|
5.82K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-556- 1.42% |
$28.7K - $29.3K
|
38.5K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-560- 1.12% |
$28.9K - $29.5K
|
49.4K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-577- 4.08% |
$29.8K - $30.4K
|
13.6K
$720K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-578- 8.37% |
$29.9K - $30.5K
|
6.32K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-581- 0.98% |
$30K - $30.7K
|
58.6K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-600- 9.75% |
$31K - $31.7K
|
5.55K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-608- 2.22% |
$31.4K - $32.1K
|
26.7K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-614- 1.58% |
$31.7K - $32.4K
|
38.1K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-620- 1.35% |
$32K - $32.7K
|
45.4K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-631- 0.42% |
$32.6K - $33.3K
|
151K
$8.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-634- 3.12% |
$32.8K - $33.4K
|
19.7K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-650- 91.29% |
$33.6K - $34.3K
|
62
$3.29K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-715- 2.57% |
$37K - $37.7K
|
27.1K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-724- 5.31% |
$37.4K - $38.2K
|
12.9K
$685K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-744- 0.23% |
$38.4K - $39.3K
|
327K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-760- 4.53% |
$39.3K - $40.1K
|
16K
$850K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-766- 5.92% |
$39.6K - $40.4K
|
12.2K
$646K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-804- 0.53% |
$41.6K - $42.4K
|
151K
$8.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-823- 1.89% |
$42.5K - $43.4K
|
42.8K
$2.27M
|