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
|
Sofi Wealth, LLC
|
BUY
|
- |
2.08K+ 5.14% |
$107K - $110K
|
42.5K
$2.26M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 2.23% |
$107K - $109K
|
94.6K
$5.02M
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.05K+ 5.67% |
$106K - $108K
|
38.3K
$2.03M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.02K+ 1.37% |
$104K - $106K
|
149K
$7.93M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99K+ 23.2% |
$103K - $105K
|
10.6K
$560K
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.92K+ 14.94% |
$99K - $101K
|
14.7K
$781K
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.9K+ 4.34% |
$98.2K - $100K
|
45.7K
$2.43M
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.9K+ 9.05% |
$97.9K - $100K
|
22.8K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.82K+ 9.15% |
$94.3K - $96.2K
|
21.8K
$1.15M
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.74K+ 4.36% |
$89.8K - $91.6K
|
41.6K
$2.2M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.73K+ 0.71% |
$89.5K - $91.3K
|
246K
$13.1M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.69K+ 1.03% |
$87.2K - $89.1K
|
166K
$8.81M
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.67K+ 13.03% |
$86.4K - $88.2K
|
14.5K
$769K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.64K+ 2.21% |
$84.7K - $86.4K
|
75.6K
$4.01M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.61K+ 2.68% |
$83.4K - $85.2K
|
61.9K
$3.28M
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 5.99% |
$78.9K - $80.6K
|
27K
$1.43M
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.5K+ 7.2% |
$77.3K - $78.9K
|
22.3K
$1.18M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.47KNew |
$76.1K - $77.7K
|
1.47K
$78.1K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 9.41% |
$75.7K - $77.3K
|
17K
$903K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.4KNew |
$72.3K - $73.8K
|
1.4K
$74.2K
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.39KNew |
$71.9K - $73.4K
|
1.39K
$73.8K
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.36K+ 5.2% |
$70.4K - $71.9K
|
27.6K
$1.46M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.32K+ 5.82% |
$68K - $69.4K
|
23.9K
$1.27M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.27K+ 1.82% |
$65.6K - $67K
|
71.1K
$3.77M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 2.66% |
$64.5K - $65.8K
|
48.2K
$2.56M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
1.23K+ 9.49% |
$63.3K - $64.6K
|
14.1K
$750K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.13KNew |
$58.4K - $59.6K
|
1.13K
$59.9K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.12K+ 20.63% |
$57.8K - $59K
|
6.54K
$347K
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.12KNew |
$57.6K - $58.8K
|
1.12K
$59.2K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.07K+ 9.12% |
$55.2K - $56.4K
|
12.8K
$678K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.06KNew |
$54.6K - $55.7K
|
1.06K
$56K
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.02K+ 2.95% |
$52.5K - $53.6K
|
35.5K
$1.88M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 11.39% |
$52.5K - $53.6K
|
9.93K
$527K
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
1K+ 1.71% |
$51.7K - $52.8K
|
59.4K
$3.15M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
994+ 16.68% |
$51.4K - $52.4K
|
6.95K
$369K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
993+ 2.79% |
$51.3K - $52.4K
|
36.6K
$1.94M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
940+ 9.83% |
$48.6K - $49.6K
|
10.5K
$557K
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
936+ 1.1% |
$48.4K - $49.4K
|
86.3K
$4.58M
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
918+ 1.34% |
$47.4K - $48.4K
|
69.4K
$3.68M
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
900+ 4.74% |
$46.5K - $47.5K
|
19.9K
$1.06M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
872+ 0.14% |
$45.1K - $46K
|
631K
$33.5M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
868New |
$44.9K - $45.8K
|
868
$46K
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
849+ 7.86% |
$43.9K - $44.8K
|
11.7K
$618K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
833New |
$43K - $43.9K
|
833
$44.2K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
765New |
$39.5K - $40.4K
|
765
$40.6K
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
757+ 9.9% |
$39.1K - $39.9K
|
8.4K
$446K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
722+ 16.31% |
$37.3K - $38.1K
|
5.15K
$273K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
709+ 3.04% |
$36.6K - $37.4K
|
24.1K
$1.28M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
694+ 23.4% |
$35.9K - $36.6K
|
3.66K
$194K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
684+ 6.89% |
$35.3K - $36.1K
|
10.6K
$563K
|