Purchases and Sales Made in Q1 2025 in Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information about the institutional ownership of Ihares Core 1 5 Years Usd Bond (ISTB) during Q1 2025. The information is specifically focused on institutions that hold shares of IHARES CORE 1-5 YEARS USD BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
303K+ 134.83% |
$14.4M - $14.7M
|
528K
$25.6M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
269KNew |
$12.8M - $13M
|
269K
$13M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
252K+ 43.63% |
$12M - $12.2M
|
830K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244K+ 40.22% |
$11.6M - $11.8M
|
852K
$41.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
203K+ 534.89% |
$9.65M - $9.8M
|
241K
$11.6M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
195K+ 1.81% |
$9.26M - $9.41M
|
10.9M
$529M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
129KNew |
$6.12M - $6.22M
|
129K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113KNew |
$5.37M - $5.45M
|
113K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99.9KNew |
$4.75M - $4.83M
|
99.9K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.9K+ 5.1% |
$4.61M - $4.69M
|
2M
$96.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
82.9K+ 100.86% |
$3.95M - $4.01M
|
165K
$7.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
67.4K+ 6.57% |
$3.21M - $3.26M
|
1.09M
$52.9M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
56.2KNew |
$2.68M - $2.72M
|
56.2K
$2.72M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
53.4KNew |
$2.54M - $2.58M
|
53.4K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
52.1K+ 97.1% |
$2.48M - $2.52M
|
106K
$5.12M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
48K+ 11.24% |
$2.28M - $2.32M
|
475K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
46.5K+ 10.14% |
$2.21M - $2.25M
|
505K
$24.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
42.1K+ 5.31% |
$2M - $2.03M
|
835K
$40.4M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.4K+ 4.36% |
$1.92M - $1.95M
|
966K
$46.7M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
33.9K+ 533.83% |
$1.61M - $1.64M
|
40.2K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.4K+ 121.68% |
$1.59M - $1.62M
|
60.9K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33.4KNew |
$1.59M - $1.61M
|
33.4K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
33.3K+ 25.7% |
$1.58M - $1.61M
|
163K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.9KNew |
$1.57M - $1.59M
|
32.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
31.9K+ 42.61% |
$1.52M - $1.54M
|
107K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28.1K+ 8.24% |
$1.34M - $1.36M
|
369K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27.3K+ 61.53% |
$1.3M - $1.32M
|
71.7K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
24.4K+ 7.18% |
$1.16M - $1.18M
|
365K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
23.8K+ 8.62% |
$1.13M - $1.15M
|
300K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
22.4K+ 13.75% |
$1.07M - $1.08M
|
185K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21.5K+ 254.01% |
$1.02M - $1.04M
|
29.9K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20.8KNew |
$992K - $1.01M
|
20.8K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 5.99% |
$976K - $992K
|
363K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
19.9K+ 160.1% |
$947K - $962K
|
32.3K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.1KNew |
$907K - $921K
|
19.1K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19K+ 67.58% |
$903K - $917K
|
47K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18.2K+ 16.93% |
$866K - $880K
|
126K
$6.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.8K+ 9.84% |
$847K - $861K
|
199K
$9.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
17.3KNew |
$822K - $835K
|
17.3K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
16.6K+ 3.07% |
$788K - $800K
|
555K
$26.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 2.5% |
$780K - $792K
|
672K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16K+ 11.97% |
$762K - $774K
|
150K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 1.79% |
$747K - $759K
|
894K
$43.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.5K+ 5.21% |
$735K - $747K
|
312K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.1KNew |
$717K - $729K
|
15.1K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14KNew |
$666K - $676K
|
14K
$677K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
13.7K+ 2.56% |
$654K - $664K
|
550K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 6.09% |
$640K - $651K
|
235K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.1K+ 6.76% |
$621K - $631K
|
206K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 31.9% |
$587K - $596K
|
51K
$2.47M
|