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 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 0.38% |
$214K - $218K
|
1.09M
$57.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.11K+ 3.15% |
$212K - $217K
|
134K
$7.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.03KNew |
$208K - $213K
|
4.03K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.97KNew |
$205K - $209K
|
3.97K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.95KNew |
$204K - $209K
|
3.95K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.93K+ 7.25% |
$203K - $207K
|
58.1K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.92K+ 3.76% |
$203K - $207K
|
108K
$5.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.86KNew |
$199K - $203K
|
3.86K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.84K+ 4.35% |
$199K - $203K
|
92.2K
$4.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.84KNew |
$198K - $202K
|
3.84K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.83K+ 6.88% |
$198K - $202K
|
59.6K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.77K+ 1.03% |
$195K - $199K
|
369K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.77K+ 17.93% |
$195K - $199K
|
24.8K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.73K+ 2.72% |
$193K - $197K
|
141K
$7.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.66K+ 11.52% |
$189K - $193K
|
35.4K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.65K+ 121666.67% |
$189K - $193K
|
3.65K
$194K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.63K+ 29.01% |
$187K - $191K
|
16.1K
$855K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.5K+ 2.79% |
$181K - $185K
|
129K
$6.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.47KNew |
$179K - $183K
|
3.47K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.43K+ 2.31% |
$177K - $181K
|
152K
$8.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.43K+ 4.9% |
$177K - $181K
|
73.3K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.41K+ 14.2% |
$176K - $180K
|
27.4K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.32KNew |
$172K - $175K
|
3.32K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.25K+ 16.81% |
$168K - $171K
|
22.6K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
3.15K+ 21.61% |
$163K - $166K
|
17.7K
$942K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3K+ 9.79% |
$155K - $158K
|
33.6K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97K+ 6.09% |
$153K - $157K
|
51.7K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.95K+ 12.45% |
$152K - $156K
|
26.6K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.92K+ 35.49% |
$151K - $154K
|
11.1K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.8K+ 2.1% |
$145K - $148K
|
137K
$7.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.74K+ 11.3% |
$142K - $145K
|
27K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 2.66% |
$141K - $144K
|
105K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.69K+ 44.22% |
$139K - $142K
|
8.76K
$465K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.68K+ 3.86% |
$139K - $141K
|
72.1K
$3.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.64K+ 3.23% |
$136K - $139K
|
84.2K
$4.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
2.63KNew |
$136K - $139K
|
2.63K
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2.62K+ 9.34% |
$136K - $138K
|
30.7K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.46K+ 3.78% |
$127K - $130K
|
67.5K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.44K+ 62.33% |
$126K - $129K
|
6.34K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.42K+ 7.94% |
$125K - $128K
|
32.9K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.38K+ 5.27% |
$123K - $126K
|
47.5K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.3K+ 5.88% |
$119K - $121K
|
41.5K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.29K+ 2.57% |
$118K - $121K
|
91.3K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.29K+ 8.72% |
$118K - $121K
|
28.5K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.27K+ 2.97% |
$117K - $120K
|
78.7K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.21K+ 1.13% |
$114K - $117K
|
198K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.16K+ 5.33% |
$112K - $114K
|
42.8K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.15K+ 7.68% |
$111K - $113K
|
30.2K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.1K+ 4.66% |
$109K - $111K
|
47.2K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.09K+ 2.31% |
$108K - $110K
|
92.2K
$4.89M
|