Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
178K+ 23.9% |
$9.39M - $9.46M
|
922K
$48.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
80.7K+ 289.04% |
$4.26M - $4.29M
|
109K
$5.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
62.5K+ 31.25% |
$3.3M - $3.32M
|
263K
$13.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
53.9K+ 6.84% |
$2.84M - $2.86M
|
842K
$44.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
44.1K+ 269.75% |
$2.33M - $2.34M
|
60.4K
$3.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43K+ 6.81% |
$2.27M - $2.28M
|
673K
$35.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
38.6K+ 1.28% |
$2.04M - $2.05M
|
3.06M
$162M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
31.9K+ 32.73% |
$1.68M - $1.69M
|
129K
$6.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
26.7K+ 47.11% |
$1.41M - $1.42M
|
83.4K
$4.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
25.2K+ 15.99% |
$1.33M - $1.34M
|
183K
$9.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
23.2KNew |
$1.22M - $1.23M
|
23.2K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
22.4K+ 157.7% |
$1.18M - $1.19M
|
36.5K
$1.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
20.7K+ 6.39% |
$1.09M - $1.1M
|
344K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
20.3K+ 34.78% |
$1.07M - $1.08M
|
78.6K
$4.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
19.8K+ 7.77% |
$1.05M - $1.05M
|
275K
$14.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
16.7KNew |
$879K - $886K
|
16.7K
$880K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
16.4K+ 6.24% |
$864K - $870K
|
279K
$14.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15.6K+ 43.41% |
$823K - $830K
|
51.5K
$2.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.5K+ 46.2% |
$766K - $772K
|
45.9K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
11.8KNew |
$621K - $626K
|
11.8K
$621K
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
11KNew |
$578K - $582K
|
11K
$579K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
10.2K+ 4.29% |
$539K - $543K
|
249K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.44K+ 51.93% |
$393K - $396K
|
21.8K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.24K+ 11.72% |
$329K - $332K
|
59.5K
$3.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.25KNew |
$277K - $279K
|
5.25K
$277K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.89K+ 84.63% |
$258K - $260K
|
10.7K
$563K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.72K+ 88.02% |
$249K - $251K
|
10.1K
$532K
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
4.61K+ 1.24% |
$243K - $245K
|
375K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.61K+ 41.43% |
$190K - $192K
|
12.3K
$651K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
3.52K+ 2.93% |
$186K - $187K
|
124K
$6.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.07K+ 16.42% |
$162K - $163K
|
21.8K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.75K+ 37.41% |
$145K - $146K
|
10.1K
$534K
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
2.54K+ 12.12% |
$134K - $135K
|
23.5K
$1.24M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.98K+ 2.46% |
$104K - $105K
|
82.4K
$4.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.81K+ 26.36% |
$95.3K - $96.1K
|
8.66K
$457K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.79K+ 2.39% |
$94.4K - $95.2K
|
76.6K
$4.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.53K+ 1.53% |
$80.8K - $81.5K
|
102K
$5.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.16K+ 1.52% |
$61.4K - $61.8K
|
77.9K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.07K+ 16.46% |
$56.6K - $57K
|
7.58K
$401K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
897+ 1.41% |
$47.3K - $47.7K
|
64.5K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
877+ 1.24% |
$46.3K - $46.6K
|
71.7K
$3.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
830+ 11.54% |
$43.8K - $44.1K
|
8.02K
$424K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
764+ 3.65% |
$40.3K - $40.6K
|
21.7K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
689+ 4.03% |
$36.4K - $36.6K
|
17.8K
$939K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
649New |
$34.2K - $34.5K
|
649
$34.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
589+ 1.78% |
$31.1K - $31.3K
|
33.8K
$1.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500+ 142.86% |
$26.4K - $26.6K
|
850
$44.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
498+ 1.06% |
$26.3K - $26.5K
|
47.5K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
472+ 3.48% |
$24.9K - $25.1K
|
14K
$741K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
348New |
$18.4K - $18.5K
|
348
$18.4K
|
|