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 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.31K+ 4.86% |
$110K - $112K
|
49.9K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.2K+ 0.69% |
$105K - $106K
|
321K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.17K+ 13.09% |
$103K - $105K
|
18.7K
$905K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2K+ 1.19% |
$95.4K - $96.9K
|
171K
$8.27M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.92K+ 0.39% |
$91.6K - $93K
|
492K
$23.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.77K+ 9.95% |
$84K - $85.4K
|
19.5K
$944K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.66K+ 1.78% |
$79.2K - $80.5K
|
94.9K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.54K+ 0.3% |
$73.2K - $74.4K
|
520K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 2.87% |
$72.7K - $73.8K
|
54.7K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 0.13% |
$67.7K - $68.8K
|
1.13M
$54.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.38KNew |
$65.8K - $66.8K
|
1.38K
$66.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.35K+ 9.1% |
$64.2K - $65.3K
|
16.2K
$783K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 24.14% |
$63.6K - $64.6K
|
6.88K
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.77% |
$56.6K - $57.5K
|
156K
$7.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.15K+ 115.39% |
$54.6K - $55.5K
|
2.14K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 16.5% |
$54.4K - $55.3K
|
8.08K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.11K+ 2.26% |
$52.8K - $53.7K
|
50.3K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.08K+ 5.58% |
$51.2K - $52K
|
20.4K
$985K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.02K+ 3.26% |
$48.5K - $49.3K
|
32.3K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
976+ 1.61% |
$46.4K - $47.2K
|
61.8K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
936New |
$44.5K - $45.3K
|
936
$45.3K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
906+ 0.94% |
$43.1K - $43.8K
|
96.9K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
875+ 12.14% |
$41.6K - $42.3K
|
8.09K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
869+ 223.39% |
$41.4K - $42K
|
1.26K
$60.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
806+ 0.67% |
$38.4K - $39K
|
121K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
804+ 6.31% |
$38.3K - $38.9K
|
13.6K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
797+ 8.84% |
$37.9K - $38.5K
|
9.82K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
777+ 1.15% |
$37K - $37.6K
|
68.1K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
760+ 2.75% |
$36.2K - $36.7K
|
28.4K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 75900.0% |
$36.1K - $36.7K
|
760
$36.8K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
757+ 3.76% |
$36K - $36.6K
|
20.9K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
687+ 1.82% |
$32.7K - $33.2K
|
38.5K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
681+ 100.59% |
$32.4K - $32.9K
|
1.36K
$65.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
610+ 762.5% |
$29K - $29.5K
|
690
$33.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
598+ 1.28% |
$28.5K - $28.9K
|
47.4K
$2.29M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
585+ 0.66% |
$27.8K - $28.3K
|
89.1K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
580+ 13.19% |
$27.6K - $28K
|
4.98K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
574+ 50.35% |
$27.3K - $27.8K
|
1.71K
$83K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
544+ 4.8% |
$25.9K - $26.3K
|
11.9K
$575K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
524+ 3.58% |
$24.9K - $25.3K
|
15.2K
$733K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
492+ 0.75% |
$23.4K - $23.8K
|
65.7K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
470+ 4.84% |
$22.4K - $22.7K
|
10.2K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
461+ 8.48% |
$21.9K - $22.3K
|
5.9K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
446New |
$21.2K - $21.6K
|
446
$21.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
386+ 5.56% |
$18.4K - $18.7K
|
7.33K
$355K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
377+ 769.39% |
$17.9K - $18.2K
|
426
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
342+ 1.57% |
$16.3K - $16.5K
|
22.1K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
327New |
$15.6K - $15.8K
|
327
$15.8K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
318+ 0.35% |
$15.1K - $15.4K
|
91K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
313New |
$14.9K - $15.1K
|
313
$15.1K
|