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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
643+ 5.77% |
$33.2K - $33.9K
|
11.8K
$625K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
605+ 12.75% |
$31.3K - $31.9K
|
5.35K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
588+ 2.82% |
$30.4K - $31K
|
21.4K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
557New |
$28.8K - $29.4K
|
557
$29.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
542+ 0.97% |
$28K - $28.6K
|
56.2K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
529+ 2.26% |
$27.3K - $27.9K
|
24K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
520+ 0.97% |
$26.9K - $27.4K
|
53.9K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
501New |
$25.9K - $26.4K
|
501
$26.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
476New |
$24.6K - $25.1K
|
476
$25.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
461New |
$23.8K - $24.3K
|
461
$24.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
440+ 3.47% |
$22.7K - $23.2K
|
13.1K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
427+ 1.42% |
$22.1K - $22.5K
|
30.5K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
422+ 7.45% |
$21.8K - $22.3K
|
6.09K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
412+ 7.57% |
$21.3K - $21.7K
|
5.85K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
396+ 0.4% |
$20.5K - $20.9K
|
99.1K
$5.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
395+ 7.0% |
$20.4K - $20.8K
|
6.04K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
390New |
$20.2K - $20.6K
|
390
$20.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
386+ 1.75% |
$19.9K - $20.4K
|
22.5K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
384+ 1.06% |
$19.8K - $20.3K
|
36.8K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
382+ 5.23% |
$19.7K - $20.2K
|
7.68K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
366+ 0.26% |
$18.9K - $19.3K
|
141K
$7.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$18.1K - $18.5K
|
350
$18.6K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
350+ 4.61% |
$18.1K - $18.5K
|
7.94K
$421K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
341+ 48.99% |
$17.6K - $18K
|
1.04K
$55K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
340+ 1.2% |
$17.6K - $17.9K
|
28.6K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
324+ 3.9% |
$16.7K - $17.1K
|
8.63K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
319+ 7.35% |
$16.5K - $16.8K
|
4.66K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
318+ 0.63% |
$16.4K - $16.8K
|
50.8K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
315New |
$16.3K - $16.6K
|
315
$16.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
300New |
$15.5K - $15.8K
|
300
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
299+ 4.07% |
$15.5K - $15.8K
|
7.64K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
297+ 7.18% |
$15.3K - $15.7K
|
4.43K
$235K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
295+ 17.35% |
$15.2K - $15.6K
|
2K
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
293+ 5.56% |
$15.1K - $15.5K
|
5.56K
$295K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269+ 12.97% |
$13.9K - $14.2K
|
2.34K
$124K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
259+ 3.92% |
$13.4K - $13.7K
|
6.87K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
250+ 4.62% |
$12.9K - $13.2K
|
5.66K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
250+ 4.9% |
$12.9K - $13.2K
|
5.36K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
248+ 1.12% |
$12.8K - $13.1K
|
22.5K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
240+ 1.96% |
$12.4K - $12.7K
|
12.5K
$662K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
225+ 4.41% |
$11.6K - $11.9K
|
5.33K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 2.84% |
$10.8K - $11K
|
7.58K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
202New |
$10.4K - $10.7K
|
202
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
186+ 10.88% |
$9.61K - $9.81K
|
1.9K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
184+ 1.08% |
$9.51K - $9.71K
|
17.3K
$917K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
182+ 0.46% |
$9.41K - $9.6K
|
40.1K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
175+ 1.76% |
$9.04K - $9.23K
|
10.1K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
160+ 0.21% |
$8.27K - $8.44K
|
74.9K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
157+ 3.97% |
$8.11K - $8.28K
|
4.11K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
156New |
$8.06K - $8.23K
|
156
$8.28K
|