Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$1.41M - $1.43M
|
27K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
27K+ 3.75% |
$1.41M - $1.43M
|
747K
$39.5M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
26.6K+ 99.74% |
$1.39M - $1.41M
|
53.2K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
26.4K+ 26.99% |
$1.38M - $1.4M
|
124K
$6.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.5K+ 119.12% |
$1.34M - $1.35M
|
46.9K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.5K+ 197.96% |
$1.34M - $1.35M
|
38.4K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
25.4KNew |
$1.33M - $1.35M
|
25.4K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
25.4K+ 0.91% |
$1.33M - $1.35M
|
2.81M
$148M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
24.5K+ 8.2% |
$1.29M - $1.3M
|
324K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.4K+ 6.98% |
$1.23M - $1.24M
|
359K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 2.5% |
$1.23M - $1.24M
|
959K
$50.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 4.01% |
$1.18M - $1.2M
|
586K
$31M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
22.5K+ 9.4% |
$1.18M - $1.2M
|
262K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
22.2KNew |
$1.16M - $1.18M
|
22.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.9K+ 13.97% |
$1.15M - $1.16M
|
179K
$9.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
21.7KNew |
$1.13M - $1.15M
|
21.7K
$1.14M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
21.5K+ 6.8% |
$1.12M - $1.14M
|
337K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
21K+ 4.08% |
$1.1M - $1.12M
|
537K
$28.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21K+ 0.63% |
$1.1M - $1.12M
|
3.37M
$178M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
20.9KNew |
$1.1M - $1.11M
|
20.9K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.9KNew |
$1.09M - $1.11M
|
20.9K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
20.7K+ 9.06% |
$1.08M - $1.1M
|
249K
$13.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.5K+ 355.94% |
$1.08M - $1.09M
|
26.3K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
19.1KNew |
$1M - $1.02M
|
19.1K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
19.1K+ 106.9% |
$999K - $1.01M
|
36.9K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.3KNew |
$959K - $972K
|
18.3K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.1K+ 11.93% |
$949K - $962K
|
170K
$8.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.9K+ 12.83% |
$939K - $951K
|
158K
$8.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
17.8KNew |
$932K - $945K
|
17.8K
$940K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.8K+ 333.22% |
$931K - $944K
|
23.1K
$1.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
17.4K+ 4.94% |
$913K - $926K
|
371K
$19.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.4K+ 36.03% |
$910K - $923K
|
65.6K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1K+ 47.47% |
$895K - $908K
|
53.1K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
17.1K+ 4.58% |
$894K - $906K
|
389K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17K+ 7.49% |
$889K - $901K
|
244K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.5K+ 5.79% |
$865K - $877K
|
302K
$15.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 18.44% |
$858K - $870K
|
105K
$5.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 154.99% |
$853K - $865K
|
26.8K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 3.23% |
$846K - $857K
|
516K
$27.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
16K+ 6.7% |
$840K - $851K
|
255K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
15.9K+ 30.33% |
$834K - $845K
|
68.4K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15.8K+ 4.24% |
$827K - $838K
|
388K
$20.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$824K - $835K
|
15.7K
$831K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 4.71% |
$812K - $823K
|
344K
$18.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 22.04% |
$782K - $793K
|
82.6K
$4.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$768K - $778K
|
14.7K
$774K
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
14.7K+ 7.15% |
$768K - $778K
|
219K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.5K+ 37.29% |
$758K - $768K
|
53.2K
$2.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14.3K+ 1.85% |
$750K - $761K
|
788K
$41.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.2K+ 32.49% |
$741K - $752K
|
57.7K
$3.05M
|
|