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 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
52.5KNew |
$2.71M - $2.77M
|
52.5K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50.5K+ 3.9% |
$2.61M - $2.66M
|
1.34M
$71.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
49.2K+ 29.6% |
$2.54M - $2.59M
|
215K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
49.1K+ 11.19% |
$2.54M - $2.59M
|
488K
$25.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.4K+ 352.17% |
$2.5M - $2.55M
|
62.1K
$3.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
47.8K+ 2.52% |
$2.47M - $2.52M
|
1.95M
$103M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
45.6K+ 5.16% |
$2.35M - $2.4M
|
929K
$49.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.6K+ 1.21% |
$2.3M - $2.35M
|
3.74M
$198M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
44.5K+ 14.62% |
$2.3M - $2.35M
|
349K
$18.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
43.2K+ 6.38% |
$2.23M - $2.28M
|
720K
$38.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42.8K+ 6.57% |
$2.21M - $2.26M
|
694K
$36.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
42.6K+ 75.64% |
$2.2M - $2.25M
|
98.8K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.5K+ 1.4% |
$2.09M - $2.14M
|
2.94M
$156M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40.1K+ 8.73% |
$2.07M - $2.12M
|
500K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
39K+ 4.53% |
$2.02M - $2.06M
|
901K
$47.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
36.6K+ 2.27% |
$1.89M - $1.93M
|
1.65M
$87.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
36.5K+ 24.79% |
$1.88M - $1.92M
|
183K
$9.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35K+ 19.7% |
$1.81M - $1.85M
|
213K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34.1K+ 11.32% |
$1.76M - $1.8M
|
335K
$17.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
33K+ 2.95% |
$1.71M - $1.74M
|
1.15M
$61.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.9K+ 1.05% |
$1.65M - $1.68M
|
3.07M
$163M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
31.7K+ 73.86% |
$1.64M - $1.67M
|
74.5K
$3.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31K+ 28.39% |
$1.6M - $1.64M
|
140K
$7.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
30.2K+ 9.84% |
$1.56M - $1.59M
|
337K
$17.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
30K+ 26.55% |
$1.55M - $1.58M
|
143K
$7.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
29.9K+ 12.85% |
$1.54M - $1.58M
|
262K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
28.8KNew |
$1.49M - $1.52M
|
28.8K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
28K+ 8.73% |
$1.45M - $1.48M
|
348K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
27.9K+ 54.31% |
$1.44M - $1.47M
|
79.2K
$4.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
26.4K+ 2.09% |
$1.37M - $1.39M
|
1.29M
$68.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.3K+ 5.39% |
$1.36M - $1.39M
|
514K
$27.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
26.2K+ 1541.3% |
$1.36M - $1.38M
|
27.9K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 8.45% |
$1.32M - $1.35M
|
329K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.3K+ 10779.57% |
$1.31M - $1.34M
|
25.6K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24.3K+ 3.05% |
$1.26M - $1.28M
|
822K
$43.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.9K+ 1.63% |
$1.24M - $1.26M
|
1.49M
$79.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
22.5K+ 267.19% |
$1.16M - $1.19M
|
30.9K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.4K+ 8.89% |
$1.16M - $1.18M
|
275K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
22K+ 7.93% |
$1.14M - $1.16M
|
299K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.7KNew |
$1.12M - $1.14M
|
21.7K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
21.2KNew |
$1.1M - $1.12M
|
21.2K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
20.7KNew |
$1.07M - $1.09M
|
20.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$1.06M - $1.09M
|
20.6K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
20K+ 1.29% |
$1.03M - $1.06M
|
1.57M
$83.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.5KNew |
$1.01M - $1.03M
|
19.5K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19K+ 7.36% |
$981K - $1M
|
277K
$14.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
18.3K+ 10.14% |
$947K - $967K
|
199K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
17.6KNew |
$908K - $927K
|
17.6K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
16.9KNew |
$876K - $894K
|
16.9K
$899K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
16.9K+ 12.72% |
$875K - $893K
|
150K
$7.96M
|