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 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8.98K+ 17.75% |
$464K - $474K
|
59.6K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.9K+ 8.19% |
$460K - $469K
|
118K
$6.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.11K+ 52.58% |
$419K - $428K
|
23.5K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8KNew |
$413K - $422K
|
8K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.83K+ 93.25% |
$405K - $413K
|
16.2K
$861K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.75K+ 27.32% |
$401K - $409K
|
36.1K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.74K+ 49.53% |
$400K - $408K
|
23.4K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.65K+ 13.38% |
$395K - $404K
|
64.9K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7.58K+ 1.97% |
$392K - $400K
|
392K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.51K+ 2.05% |
$388K - $396K
|
375K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.45KNew |
$385K - $393K
|
7.45K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.02KNew |
$363K - $370K
|
7.02K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7KNew |
$362K - $369K
|
7K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.95KNew |
$359K - $367K
|
6.95K
$369K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.87K+ 6.11% |
$355K - $363K
|
119K
$6.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.83K+ 3.29% |
$353K - $360K
|
214K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.75KNew |
$349K - $356K
|
6.75K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
6.57K+ 1.02% |
$340K - $347K
|
648K
$34.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6.51K+ 68.37% |
$337K - $344K
|
16K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.48K+ 8.62% |
$335K - $342K
|
81.7K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.46K+ 20.0% |
$334K - $341K
|
38.8K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.41KNew |
$331K - $338K
|
6.41K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.32K+ 6.58% |
$326K - $333K
|
102K
$5.42M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.18K+ 157.87% |
$319K - $326K
|
10.1K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.11K+ 7.35% |
$316K - $322K
|
89.2K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
5.89K+ 61.51% |
$304K - $311K
|
15.5K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.79K+ 4.04% |
$299K - $306K
|
149K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
5.77K+ 0.41% |
$298K - $305K
|
1.42M
$75.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.72K+ 19.83% |
$296K - $302K
|
34.6K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.71KNew |
$295K - $301K
|
5.71K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.38K+ 94.3% |
$278K - $284K
|
11.1K
$588K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.35KNew |
$276K - $282K
|
5.35K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.33KNew |
$276K - $281K
|
5.33K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
5.33K+ 7.08% |
$275K - $281K
|
80.5K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.17K+ 4.01% |
$267K - $273K
|
134K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.1K+ 4.09% |
$263K - $269K
|
130K
$6.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.03KNew |
$260K - $265K
|
5.03K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.01K+ 0.74% |
$259K - $264K
|
680K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.96K+ 3.01% |
$256K - $262K
|
170K
$8.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.96K+ 3.03% |
$256K - $262K
|
169K
$8.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.8KNew |
$248K - $253K
|
4.8K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.75K+ 34.62% |
$246K - $251K
|
18.5K
$980K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.7K+ 2.1% |
$243K - $248K
|
228K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.6K+ 1.96% |
$238K - $243K
|
239K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.51K+ 1322.29% |
$233K - $238K
|
4.85K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.47K+ 19.41% |
$231K - $236K
|
27.5K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.31K+ 57.21% |
$223K - $227K
|
11.8K
$628K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.25K+ 1.16% |
$220K - $224K
|
372K
$19.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.18KNew |
$216K - $220K
|
4.18K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.18KNew |
$216K - $220K
|
4.18K
$221K
|