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 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.16K- 11.11% |
$112K - $114K
|
17.3K
$917K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.18K- 6.09% |
$113K - $115K
|
33.6K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-2.31K- 5.03% |
$119K - $122K
|
43.6K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-2.33K- 8.54% |
$120K - $123K
|
25K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.38K- 23.69% |
$123K - $125K
|
7.65K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.52K- 58.86% |
$130K - $133K
|
1.76K
$93.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.53K- 11.08% |
$130K - $133K
|
20.3K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.55K- 7.89% |
$132K - $135K
|
29.8K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.58K- 25.46% |
$133K - $136K
|
7.56K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.68K- 2.26% |
$139K - $142K
|
116K
$6.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.82K- 14.25% |
$145K - $149K
|
16.9K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.89K- 2.24% |
$149K - $153K
|
126K
$6.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.9K- 25.83% |
$150K - $153K
|
8.33K
$442K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.92K- 6.18% |
$151K - $154K
|
44.3K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-2.99K- 18.06% |
$155K - $158K
|
13.6K
$720K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.03K- 12.9% |
$157K - $160K
|
20.5K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.08K- 7.53% |
$159K - $163K
|
37.8K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 23.4% |
$161K - $164K
|
10.2K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.17K- 45.06% |
$164K - $167K
|
3.87K
$205K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.19K- 4.42% |
$165K - $168K
|
69K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.31K- 5.71% |
$171K - $174K
|
54.6K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.32K- 8.9% |
$171K - $175K
|
34K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 12.11% |
$174K - $178K
|
24.5K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.56K- 1.97% |
$184K - $188K
|
177K
$9.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.64K- 72.21% |
$188K - $192K
|
1.4K
$74.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.76K- 15.61% |
$194K - $199K
|
20.4K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.84K- 2.87% |
$199K - $203K
|
130K
$6.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.07K- 2.11% |
$210K - $215K
|
189K
$10M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.17K- 4.72% |
$216K - $220K
|
84.3K
$4.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.23K- 1.12% |
$219K - $223K
|
373K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.24K- 36.66% |
$219K - $224K
|
7.33K
$389K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.31K- 7.7% |
$223K - $227K
|
51.6K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.6K- 10.26% |
$238K - $243K
|
40.2K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.71K- 4.28% |
$243K - $248K
|
105K
$5.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-4.82K- 16.06% |
$249K - $254K
|
25.2K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.86K- 1.47% |
$251K - $256K
|
326K
$17.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.05K- 22.22% |
$261K - $266K
|
17.7K
$937K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.15K- 9.83% |
$266K - $272K
|
47.3K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 2.4% |
$272K - $277K
|
214K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5.27K- 11.17% |
$272K - $278K
|
41.9K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.42K- 2.13% |
$280K - $286K
|
248K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-5.55K- 9.45% |
$287K - $293K
|
53.2K
$2.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.56K- 16.79% |
$287K - $293K
|
27.6K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.56K- 5.91% |
$287K - $293K
|
88.6K
$4.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.67K- 1.17% |
$293K - $299K
|
477K
$25.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.68K- 3.46% |
$294K - $300K
|
159K
$8.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.72K- 35.02% |
$296K - $302K
|
10.6K
$563K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.78K- 12.45% |
$299K - $305K
|
40.7K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-5.83K- 9.34% |
$301K - $307K
|
56.5K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-5.85K- 40.46% |
$302K - $309K
|
8.61K
$457K
|