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 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
151New |
$7.8K - $7.97K
|
151
$8.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
150+ 1.18% |
$7.75K - $7.91K
|
12.9K
$683K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
149+ 0.08% |
$7.7K - $7.86K
|
176K
$9.32M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
147+ 1.94% |
$7.6K - $7.76K
|
7.72K
$409K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
143+ 62.72% |
$7.39K - $7.54K
|
371
$19.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
140+ 0.97% |
$7.24K - $7.39K
|
14.6K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
129+ 0.82% |
$6.67K - $6.81K
|
15.9K
$841K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
128+ 1.33% |
$6.62K - $6.75K
|
9.78K
$519K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
127+ 1.02% |
$6.56K - $6.7K
|
12.6K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
123+ 0.97% |
$6.36K - $6.49K
|
12.8K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
118+ 17.18% |
$6.1K - $6.23K
|
805
$42.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
116+ 1.12% |
$5.99K - $6.12K
|
10.5K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
112+ 14.38% |
$5.79K - $5.91K
|
891
$47.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
111+ 6.45% |
$5.74K - $5.86K
|
1.83K
$97.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
110+ 0.24% |
$5.68K - $5.8K
|
45.6K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
107+ 0.15% |
$5.53K - $5.65K
|
72.1K
$3.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
103+ 0.93% |
$5.32K - $5.43K
|
11.2K
$596K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
97+ 0.41% |
$5.01K - $5.12K
|
23.8K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
92+ 0.15% |
$4.75K - $4.85K
|
59.9K
$3.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
92+ 0.3% |
$4.75K - $4.85K
|
30.5K
$1.62M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
90+ 0.95% |
$4.65K - $4.75K
|
9.59K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
88+ 1.11% |
$4.55K - $4.64K
|
8K
$425K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
82+ 5.76% |
$4.24K - $4.33K
|
1.51K
$79.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
82+ 0.98% |
$4.24K - $4.33K
|
8.44K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
81+ 1.35% |
$4.19K - $4.27K
|
6.1K
$324K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
77New |
$3.98K - $4.06K
|
77
$4.08K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
75New |
$3.88K - $3.96K
|
75
$3.98K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
74New |
$3.82K - $3.9K
|
74
$3.93K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
71+ 284.0% |
$3.67K - $3.75K
|
96
$5.09K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
62+ 15.62% |
$3.2K - $3.27K
|
459
$24.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
59+ 0.34% |
$3.05K - $3.11K
|
17.4K
$922K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 2.08% |
$2.89K - $2.95K
|
2.75K
$146K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
54+ 0.44% |
$2.79K - $2.85K
|
12.2K
$650K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
49+ 0.76% |
$2.53K - $2.59K
|
6.54K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 0.66% |
$2.53K - $2.59K
|
7.46K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
47+ 0.03% |
$2.43K - $2.48K
|
157K
$8.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
47+ 0.9% |
$2.43K - $2.48K
|
5.3K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
47+ 0.89% |
$2.43K - $2.48K
|
5.31K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
45+ 1.57% |
$2.33K - $2.37K
|
2.92K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
43+ 1.11% |
$2.22K - $2.27K
|
3.9K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
39New |
$2.02K - $2.06K
|
39
$2.07K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
34+ 0.08% |
$1.76K - $1.79K
|
41.7K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
33+ 0.77% |
$1.71K - $1.74K
|
4.33K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 5.3% |
$1.55K - $1.58K
|
596
$31.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 0.69% |
$1.4K - $1.42K
|
3.97K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
25New |
$1.29K - $1.32K
|
25
$1.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
24+ 0.39% |
$1.24K - $1.27K
|
6.1K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
22New |
$1.14K - $1.16K
|
22
$1.17K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
22+ 0.44% |
$1.14K - $1.16K
|
5.01K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.18% |
$1.03K - $1.06K
|
11K
$584K
|