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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
309+ 2.35% |
$14.7K - $14.9K
|
13.5K
$652K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
300+ 0.01% |
$14.3K - $14.5K
|
5.05M
$244M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
225New |
$10.7K - $10.9K
|
225
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
206+ 0.77% |
$9.8K - $9.96K
|
27.1K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
201New |
$9.57K - $9.72K
|
201
$9.73K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
179+ 3.37% |
$8.52K - $8.65K
|
5.5K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
152+ 0.18% |
$7.23K - $7.35K
|
83.8K
$4.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 60.08% |
$6.95K - $7.06K
|
389
$18.8K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
138+ 0.51% |
$6.57K - $6.67K
|
27K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
128+ 0.1% |
$6.09K - $6.19K
|
129K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$5.57K - $5.66K
|
117
$5.66K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
91+ 0.88% |
$4.33K - $4.4K
|
10.4K
$504K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
90+ 1.07% |
$4.28K - $4.35K
|
8.47K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
72+ 2.53% |
$3.43K - $3.48K
|
2.92K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
65+ 0.25% |
$3.09K - $3.14K
|
25.9K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55New |
$2.62K - $2.66K
|
55
$2.66K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
49+ 0.4% |
$2.33K - $2.37K
|
12.4K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
45+ 0.67% |
$2.14K - $2.18K
|
6.78K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 23.67% |
$1.9K - $1.93K
|
209
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
39+ 0.28% |
$1.86K - $1.89K
|
13.8K
$666K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
35+ 46.05% |
$1.67K - $1.69K
|
111
$5.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
33+ 0.46% |
$1.57K - $1.6K
|
7.2K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
33+ 0.97% |
$1.57K - $1.6K
|
3.45K
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 0.47% |
$1.48K - $1.5K
|
6.66K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.59% |
$1.33K - $1.35K
|
4.8K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
26+ 0.6% |
$1.24K - $1.26K
|
4.38K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.19K - $1.21K
|
25
$1.21K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.27% |
$1.14K - $1.16K
|
8.91K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 0.33% |
$952 - $967
|
5.99K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
19New |
$904 - $919
|
19
$920
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
19+ 1.74% |
$904 - $919
|
1.11K
$53.7K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15New |
$714 - $725
|
15
$726
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15New |
$714 - $725
|
15
$726
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15+ 0.05% |
$714 - $725
|
32.4K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$714 - $725
|
15
$726
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8+ 0.06% |
$381 - $387
|
13.7K
$661K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$286 - $290
|
5.54K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.1% |
$238 - $242
|
4.92K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.6% |
$143 - $145
|
499
$24.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$95.2 - $96.7
|
2
$96.8
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.66% |
$95.2 - $96.7
|
304
$14.7K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.03% |
$47.6 - $48.4
|
3.32K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.92% |
$47.6 - $48.4
|
110
$5.32K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.6 - $48.4
|
518
$25.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$47.6 - $48.4
|
18K
$870K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-2- 0.01% |
$95.2 - $96.7
|
14.7K
$711K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-3- 0.06% |
$143 - $145
|
4.64K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 57.14% |
$190 - $193
|
3
$145
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 50.0% |
$476 - $484
|
10
$484
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 2.98% |
$714 - $725
|
489
$23.7K
|