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 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
250+ 5.73% |
$13.1K - $13.3K
|
4.61K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
244+ 25.74% |
$12.8K - $13K
|
1.19K
$63K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
240+ 1.83% |
$12.6K - $12.7K
|
13.4K
$707K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
240+ 6.18% |
$12.6K - $12.7K
|
4.13K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
239+ 6.15% |
$12.5K - $12.7K
|
4.12K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
238+ 1.56% |
$12.5K - $12.6K
|
15.5K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
228+ 0.69% |
$11.9K - $12.1K
|
33.2K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
228+ 0.33% |
$11.9K - $12.1K
|
69.2K
$3.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
216+ 0.8% |
$11.3K - $11.5K
|
27.2K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
215+ 0.56% |
$11.3K - $11.4K
|
38.4K
$2.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
211+ 4.76% |
$11.1K - $11.2K
|
4.64K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
180+ 1.16% |
$9.43K - $9.56K
|
15.6K
$826K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
173+ 3.7% |
$9.06K - $9.19K
|
4.85K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
167+ 2.67% |
$8.75K - $8.87K
|
6.43K
$340K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
167+ 0.03% |
$8.75K - $8.87K
|
617K
$32.6M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
161+ 2.67% |
$8.43K - $8.55K
|
6.19K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
153+ 1.96% |
$8.02K - $8.13K
|
7.96K
$421K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
150+ 0.04% |
$7.86K - $7.97K
|
349K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
139+ 0.09% |
$7.28K - $7.38K
|
151K
$7.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
135+ 0.92% |
$7.07K - $7.17K
|
14.7K
$778K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
134+ 16.14% |
$7.02K - $7.12K
|
964
$50.9K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
130+ 0.26% |
$6.81K - $6.9K
|
51.1K
$2.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
113New |
$5.92K - $6K
|
113
$5.97K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
112+ 2.85% |
$5.87K - $5.95K
|
4.04K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
110New |
$5.76K - $5.84K
|
110
$5.81K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
105+ 0.93% |
$5.5K - $5.58K
|
11.3K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
104+ 1.54% |
$5.45K - $5.52K
|
6.85K
$362K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 0.84% |
$5.24K - $5.31K
|
11.9K
$631K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
100+ 0.21% |
$5.24K - $5.31K
|
47.8K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 1.85% |
$5.08K - $5.15K
|
5.33K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
93+ 0.88% |
$4.87K - $4.94K
|
10.7K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
92+ 1.1% |
$4.82K - $4.89K
|
8.42K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
89+ 0.73% |
$4.66K - $4.73K
|
12.3K
$652K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
88+ 0.07% |
$4.61K - $4.67K
|
122K
$6.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 1.63% |
$4.56K - $4.62K
|
5.41K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
85+ 1.1% |
$4.45K - $4.51K
|
7.8K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
85+ 1.06% |
$4.45K - $4.51K
|
8.09K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 9.07% |
$3.82K - $3.88K
|
878
$46.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
72+ 0.29% |
$3.77K - $3.82K
|
25K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
70+ 0.26% |
$3.67K - $3.72K
|
27.1K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
65+ 0.63% |
$3.41K - $3.45K
|
10.5K
$552K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 0.87% |
$3.25K - $3.29K
|
7.19K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
60New |
$3.14K - $3.19K
|
60
$3.17K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
60+ 1.08% |
$3.14K - $3.19K
|
5.62K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 1.04% |
$2.88K - $2.92K
|
5.35K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
53+ 2.26% |
$2.78K - $2.81K
|
2.4K
$127K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
51+ 0.23% |
$2.67K - $2.71K
|
21.8K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
50+ 0.39% |
$2.62K - $2.66K
|
12.8K
$677K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 0.11% |
$2.57K - $2.6K
|
42.8K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
42New |
$2.2K - $2.23K
|
42
$2.22K
|
|