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 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
16.4K+ 15.12% |
$848K - $866K
|
125K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
BUY
|
- |
16KNew |
$827K - $844K
|
16K
$849K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
15.9K+ 15.74% |
$821K - $838K
|
117K
$6.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.8KNew |
$819K - $836K
|
15.8K
$840K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
15.8K+ 3.1% |
$819K - $836K
|
527K
$28M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
15.4K+ 27.18% |
$798K - $815K
|
72.3K
$3.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
15.1K+ 5.29% |
$781K - $797K
|
301K
$16M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
15K+ 6.66% |
$773K - $790K
|
240K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15K+ 12.56% |
$773K - $789K
|
134K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 13.17% |
$768K - $784K
|
128K
$6.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 12.73% |
$732K - $747K
|
125K
$6.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.1K+ 56.76% |
$730K - $745K
|
39K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13.8K+ 16.19% |
$715K - $730K
|
99.3K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.6K+ 10.78% |
$702K - $717K
|
140K
$7.41M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
13.6KNew |
$701K - $715K
|
13.6K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3KNew |
$689K - $703K
|
13.3K
$707K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 83.12% |
$688K - $702K
|
29.3K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.9KNew |
$667K - $681K
|
12.9K
$685K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12.7K+ 1.66% |
$657K - $671K
|
780K
$41.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
12.7KNew |
$655K - $668K
|
12.7K
$672K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12.7K+ 1.66% |
$654K - $668K
|
773K
$41M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.6K+ 22.8% |
$650K - $663K
|
67.7K
$3.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.6K+ 16.65% |
$649K - $663K
|
88K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5K+ 3.87% |
$647K - $661K
|
336K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
12.4K+ 5.19% |
$641K - $654K
|
251K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.3K+ 1.3% |
$636K - $649K
|
963K
$51.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 6.11% |
$608K - $621K
|
204K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11.7K+ 17.37% |
$606K - $619K
|
79.3K
$4.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
11.5K+ 5.93% |
$593K - $605K
|
205K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
11.4K+ 31.44% |
$590K - $602K
|
47.7K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.4K+ 2.9% |
$587K - $600K
|
403K
$21.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
11.4K+ 16.27% |
$587K - $599K
|
81.1K
$4.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
11.3KNew |
$586K - $599K
|
11.3K
$602K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
11.2KNew |
$581K - $593K
|
11.2K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 40.18% |
$577K - $589K
|
38.9K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11K+ 85.78% |
$569K - $581K
|
23.9K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 5.93% |
$553K - $564K
|
191K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 3.29% |
$540K - $551K
|
328K
$17.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10.4K+ 9.84% |
$537K - $549K
|
116K
$6.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.1K+ 3.32% |
$524K - $535K
|
315K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1K+ 34.32% |
$523K - $534K
|
39.6K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
10.1K+ 36.18% |
$523K - $534K
|
38.1K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
10K+ 157.67% |
$518K - $529K
|
16.4K
$869K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
9.99K+ 6.13% |
$516K - $527K
|
173K
$9.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9.97K+ 7.07% |
$515K - $526K
|
151K
$8.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.77K+ 115.09% |
$505K - $515K
|
18.3K
$968K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.73K+ 0.82% |
$503K - $513K
|
1.19M
$63.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.52K+ 10.38% |
$492K - $502K
|
101K
$5.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
9.43K+ 54.73% |
$487K - $497K
|
26.6K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
9.34K+ 10.58% |
$483K - $493K
|
97.6K
$5.18M
|