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 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-15.9K- 59.77% |
$822K - $840K
|
10.7K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 63.76% |
$825K - $842K
|
9.08K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.2K- 3.55% |
$890K - $908K
|
468K
$24.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17.4K- 10.69% |
$899K - $917K
|
145K
$7.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-17.5K- 4.6% |
$903K - $922K
|
362K
$19.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-17.5K- 3.27% |
$904K - $922K
|
518K
$27.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-17.9K- 7.02% |
$926K - $945K
|
237K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-18K- 26.04% |
$931K - $950K
|
51.2K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-18.7K- 7.71% |
$966K - $987K
|
224K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Matson Money. Inc.
|
SELL
|
- |
-19.2K- 0.14% |
$990K - $1.01M
|
13.3M
$705M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-19.6K- 7.87% |
$1.01M - $1.03M
|
229K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21K- 7.36% |
$1.09M - $1.11M
|
264K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-23K- 39.13% |
$1.19M - $1.21M
|
35.8K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 3.62% |
$1.21M - $1.24M
|
625K
$33.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-24.9K- 8.16% |
$1.29M - $1.31M
|
280K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-25.8K- 3.76% |
$1.33M - $1.36M
|
660K
$35M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-26.2K- 49.21% |
$1.36M - $1.38M
|
27.1K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.7K- 65.72% |
$1.38M - $1.41M
|
13.9K
$739K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27.2K- 29.9% |
$1.41M - $1.44M
|
63.8K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-28.3K- 11.44% |
$1.46M - $1.49M
|
219K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-28.7K- 9.69% |
$1.48M - $1.51M
|
267K
$14.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.3K- 2.63% |
$1.57M - $1.6M
|
1.12M
$59.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-31.4K- 13.03% |
$1.62M - $1.66M
|
209K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-31.8K- 39.99% |
$1.64M - $1.68M
|
47.7K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.3K- 5.48% |
$1.67M - $1.7M
|
557K
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-33.5K- 69.83% |
$1.73M - $1.77M
|
14.5K
$769K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-34.1K- 76.33% |
$1.76M - $1.8M
|
10.6K
$561K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-34.8K- 5.35% |
$1.8M - $1.84M
|
617K
$32.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 2.08% |
$1.81M - $1.84M
|
1.65M
$87.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35.7K- 27.27% |
$1.84M - $1.88M
|
95.1K
$5.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.8K- 82.42% |
$2M - $2.04M
|
8.27K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-42K- 77.0% |
$2.17M - $2.22M
|
12.5K
$666K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-45K- 2.96% |
$2.33M - $2.38M
|
1.47M
$78.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-45.3K- 5.53% |
$2.34M - $2.39M
|
775K
$41.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-45.9K- 4.95% |
$2.37M - $2.42M
|
881K
$46.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-46.2K- 2.11% |
$2.39M - $2.44M
|
2.14M
$114M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-46.3K- 2.45% |
$2.39M - $2.44M
|
1.84M
$97.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-48.1K- 18.96% |
$2.48M - $2.54M
|
206K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-48.2K- 2.61% |
$2.49M - $2.54M
|
1.79M
$95.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-51.8K- 37.12% |
$2.68M - $2.73M
|
87.7K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57.1K- 29.34% |
$2.95M - $3.01M
|
138K
$7.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-64.1K- 82.81% |
$3.31M - $3.38M
|
13.3K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-65.4K- 91.9% |
$3.38M - $3.45M
|
5.77K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69.2K- 2.24% |
$3.58M - $3.65M
|
3.02M
$160M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-81K- 39.97% |
$4.19M - $4.28M
|
122K
$6.46M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-81K- 39.97% |
$4.19M - $4.28M
|
122K
$6.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-81.4K- 19.73% |
$4.21M - $4.29M
|
331K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.5K- 2.83% |
$5.04M - $5.14M
|
3.35M
$178M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-98.8K- 10.79% |
$5.11M - $5.21M
|
817K
$43.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103K- 13.86% |
$5.33M - $5.44M
|
641K
$34M
|