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 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.01K- 3.3% |
$311K - $317K
|
176K
$9.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
SELL
|
- |
-6.06K- 10.35% |
$313K - $320K
|
52.5K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.07K- 21.08% |
$314K - $320K
|
22.7K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.08K- 44.07% |
$314K - $321K
|
7.71K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.13K- 1.18% |
$317K - $324K
|
516K
$27.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.3K- 4.0% |
$326K - $332K
|
151K
$8.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.31K- 16.87% |
$326K - $333K
|
31.1K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-6.32K- 62.15% |
$327K - $334K
|
3.85K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.48K- 3.29% |
$335K - $342K
|
191K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-6.67K- 19.67% |
$345K - $352K
|
27.2K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-6.72K- 13.25% |
$347K - $354K
|
44K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.77K- 6.4% |
$350K - $357K
|
99K
$5.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.89K- 23.12% |
$356K - $363K
|
22.9K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-6.93K- 3.34% |
$358K - $366K
|
201K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-7.01K- 13.95% |
$362K - $370K
|
43.3K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.36K- 12.03% |
$380K - $388K
|
53.8K
$2.85M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.43K- 28.56% |
$384K - $392K
|
18.6K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-7.66K- 5.5% |
$396K - $404K
|
132K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.68K- 4.1% |
$397K - $405K
|
179K
$9.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-7.79K- 3.19% |
$403K - $411K
|
237K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-8.11K- 8.99% |
$419K - $428K
|
82.1K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.13K- 5.84% |
$420K - $429K
|
131K
$6.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.14K- 21.14% |
$421K - $429K
|
30.4K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.29K- 2.46% |
$429K - $438K
|
329K
$17.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.31K- 36.25% |
$430K - $439K
|
14.6K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-8.36K- 2.09% |
$432K - $441K
|
392K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.92K- 10.93% |
$461K - $470K
|
72.7K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9K- 16.64% |
$465K - $475K
|
45.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9K- 7.17% |
$465K - $475K
|
117K
$6.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.26K- 15.27% |
$479K - $489K
|
51.4K
$2.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-9.78K- 20.39% |
$506K - $516K
|
38.2K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-10.1K- 15.38% |
$521K - $532K
|
55.5K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-10.9K- 27.48% |
$563K - $574K
|
28.7K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11.3K- 59.04% |
$583K - $595K
|
7.82K
$415K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.6K- 32.64% |
$598K - $611K
|
23.9K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-11.7K- 0.67% |
$603K - $615K
|
1.72M
$91.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-12.2K- 26.24% |
$630K - $643K
|
34.3K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-12.4K- 62.29% |
$639K - $652K
|
7.48K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-12.6K- 9.09% |
$651K - $665K
|
126K
$6.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.7K- 36.82% |
$656K - $670K
|
21.8K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-12.8K- 9.48% |
$660K - $674K
|
122K
$6.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.3K- 11.99% |
$689K - $703K
|
97.8K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 1.11% |
$704K - $719K
|
1.21M
$64.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.7K- 4.27% |
$709K - $724K
|
308K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.8K- 2.77% |
$715K - $730K
|
485K
$25.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13.9K- 6.59% |
$716K - $731K
|
197K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.2K- 67.89% |
$733K - $749K
|
6.71K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14.5K- 8.66% |
$751K - $767K
|
153K
$8.13M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-15.7K- 15.67% |
$810K - $827K
|
84.3K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.8K- 45.28% |
$816K - $833K
|
19.1K
$1.01M
|