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
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-856- 13.2% |
$44.2K - $45.2K
|
5.63K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-869- 2.28% |
$44.9K - $45.8K
|
37.2K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-871- 5.18% |
$45K - $46K
|
15.9K
$846K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-897- 7.83% |
$46.4K - $47.3K
|
10.6K
$561K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-906- 2.39% |
$46.8K - $47.8K
|
37.1K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-948- 1.59% |
$49K - $50K
|
58.6K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1K- 1.83% |
$51.7K - $52.8K
|
53.6K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 2.76% |
$52.8K - $53.9K
|
36K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.04K- 4.1% |
$53.6K - $54.7K
|
24.3K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.05K- 3.42% |
$54.2K - $55.3K
|
29.6K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.09K- 0.43% |
$56.1K - $57.2K
|
254K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 5.6% |
$57.6K - $58.8K
|
18.8K
$997K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.13K- 22.17% |
$58.2K - $59.4K
|
3.95K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.14K- 75.0% |
$58.9K - $60.1K
|
380
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.15K- 0.28% |
$59.5K - $60.8K
|
414K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.16K- 2.97% |
$59.8K - $61.1K
|
37.8K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.17K- 1.5% |
$60.4K - $61.7K
|
77K
$4.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.18K- 7.82% |
$61.1K - $62.4K
|
13.9K
$739K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.24K- 9.48% |
$64.1K - $65.4K
|
11.8K
$628K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.25K- 23.66% |
$64.5K - $65.9K
|
4.03K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.27K- 2.94% |
$65.6K - $67K
|
41.9K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.3K- 3.97% |
$67.3K - $68.7K
|
31.5K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.33K- 9.07% |
$68.6K - $70K
|
13.3K
$706K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.34K- 22.12% |
$69.3K - $70.7K
|
4.72K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.35K- 2.14% |
$69.6K - $71K
|
61.5K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.36K- 33.66% |
$70.5K - $72K
|
2.69K
$143K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.4K- 3.16% |
$72.4K - $73.9K
|
43K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.45K- 10.55% |
$74.9K - $76.5K
|
12.3K
$653K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.5K- 5.43% |
$77.3K - $78.9K
|
26K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.5K- 1.87% |
$77.5K - $79.1K
|
78.8K
$4.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.5K- 16.35% |
$77.5K - $79.1K
|
7.68K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.52K- 5.1% |
$78.6K - $80.2K
|
28.3K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 18.12% |
$79.3K - $80.9K
|
6.93K
$368K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.57K- 16.05% |
$81.1K - $82.8K
|
8.21K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.59K- 11.13% |
$81.9K - $83.6K
|
12.7K
$671K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.6K- 15.59% |
$82.6K - $84.4K
|
8.66K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.6K- 5.63% |
$82.7K - $84.4K
|
26.8K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.63K- 7.82% |
$84.2K - $86K
|
19.2K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.67K- 6.78% |
$86.5K - $88.3K
|
23K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.78K- 8.93% |
$92K - $94K
|
18.2K
$964K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.79K- 3.87% |
$92.3K - $94.2K
|
44.4K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.84K- 7.03% |
$94.9K - $96.9K
|
24.3K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.87K- 1.79% |
$96.7K - $98.8K
|
103K
$5.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.92K- 9.75% |
$99.2K - $101K
|
17.8K
$942K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2K- 20.03% |
$103K - $105K
|
7.98K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2K- 31.1% |
$103K - $106K
|
4.43K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.02K- 5.91% |
$104K - $106K
|
32.1K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.04K- 10.61% |
$105K - $108K
|
17.2K
$912K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.07K- 2.28% |
$107K - $109K
|
89K
$4.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.11K- 8.47% |
$109K - $111K
|
22.8K
$1.21M
|