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
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
19+ 0.27% |
$982 - $1K
|
7.13K
$378K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
18+ 0.27% |
$930 - $950
|
6.75K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
18+ 0.27% |
$930 - $950
|
6.63K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 4.97% |
$879 - $897
|
359
$19K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13+ 0.17% |
$672 - $686
|
7.47K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
13+ 0.2% |
$672 - $686
|
6.55K
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12New |
$620 - $633
|
12
$637
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
10+ 0.2% |
$517 - $528
|
4.97K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
10+ 0.26% |
$517 - $528
|
3.93K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10+ 5.85% |
$517 - $528
|
181
$9.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9+ 37.5% |
$465 - $475
|
33
$1.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.1% |
$413 - $422
|
8.2K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.34% |
$207 - $211
|
1.19K
$63K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
4+ 0.1% |
$207 - $211
|
3.86K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.21% |
$207 - $211
|
335
$17.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.07% |
$103 - $106
|
2.69K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2+ 0.0% |
$103 - $106
|
43.9K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.32% |
$103 - $106
|
154
$8.17K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$51.7 - $52.8
|
2.33K
$124K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.5% |
$51.7 - $52.8
|
41
$2.18K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.05% |
$51.7 - $52.8
|
2.14K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$51.7 - $52.8
|
3.35K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-1- -0.0% |
$51.7 - $52.8
|
72K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.08% |
$310 - $317
|
7.81K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-8- 0.07% |
$413 - $422
|
11K
$584K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-13- 0.03% |
$672 - $686
|
47K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.64% |
$775 - $791
|
2.33K
$124K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-16- 19.75% |
$827 - $844
|
65
$3.45K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.25% |
$1.03K - $1.06K
|
7.92K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-20- 0.48% |
$1.03K - $1.06K
|
4.12K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-21- 0.32% |
$1.09K - $1.11K
|
6.46K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-25- 0.65% |
$1.29K - $1.32K
|
3.85K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-25- 0.04% |
$1.29K - $1.32K
|
63.8K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 0.47% |
$1.29K - $1.32K
|
5.32K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-26- 7.2% |
$1.34K - $1.37K
|
335
$17.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.33% |
$1.55K - $1.58K
|
8.99K
$477K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-31- 34.07% |
$1.6K - $1.64K
|
60
$3.18K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-32- 66.67% |
$1.65K - $1.69K
|
16
$849
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-38- 0.81% |
$1.96K - $2K
|
4.68K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-41- 1.9% |
$2.12K - $2.16K
|
2.11K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 0.58% |
$2.27K - $2.32K
|
7.52K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-45- 0.77% |
$2.33K - $2.37K
|
5.79K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-46- 51.69% |
$2.38K - $2.43K
|
43
$2.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.04% |
$2.58K - $2.64K
|
134K
$7.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-52- 0.28% |
$2.69K - $2.74K
|
18.2K
$967K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.56% |
$2.69K - $2.74K
|
9.3K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57- 0.38% |
$2.95K - $3.01K
|
14.8K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-60- 1.1% |
$3.1K - $3.17K
|
5.37K
$285K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-64- 0.04% |
$3.31K - $3.38K
|
144K
$7.63M
|