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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 19.05% |
$952 - $967
|
85
$4.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-24- 0.12% |
$1.14K - $1.16K
|
19.8K
$957K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 1.19% |
$1.43K - $1.45K
|
2.49K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-33- 0.09% |
$1.57K - $1.6K
|
38K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 1.69% |
$1.57K - $1.6K
|
1.92K
$93K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-42- 0.7% |
$2K - $2.03K
|
5.99K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 2.96% |
$2.86K - $2.9K
|
1.97K
$95.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-100- 2.23% |
$4.76K - $4.84K
|
4.39K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-103- 8.6% |
$4.9K - $4.98K
|
1.1K
$53K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-121- 1.92% |
$5.76K - $5.85K
|
6.18K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-124- 0.54% |
$5.9K - $6K
|
22.7K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 1.15% |
$5.95K - $6.04K
|
10.8K
$521K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-137- 0.86% |
$6.52K - $6.62K
|
15.9K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-149- 48.22% |
$7.09K - $7.2K
|
160
$7.74K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-153- 2.56% |
$7.28K - $7.4K
|
5.83K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-157- 3.56% |
$7.47K - $7.59K
|
4.25K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-170- 0.92% |
$8.09K - $8.22K
|
18.2K
$883K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-218- 27.32% |
$10.4K - $10.5K
|
580
$28.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-232- 2.71% |
$11K - $11.2K
|
8.32K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-280- 4.64% |
$13.3K - $13.5K
|
5.76K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-296- 1.35% |
$14.1K - $14.3K
|
21.6K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-308- 1.11% |
$14.7K - $14.9K
|
27.5K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-320- 0.74% |
$15.2K - $15.5K
|
43.2K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-334- 2.51% |
$15.9K - $16.1K
|
13K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-354- 0.17% |
$16.8K - $17.1K
|
206K
$9.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-357- 84.8% |
$17K - $17.3K
|
64
$3.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-368- 3.23% |
$17.5K - $17.8K
|
11K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-383- 32.96% |
$18.2K - $18.5K
|
779
$37.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-398- 5.56% |
$18.9K - $19.2K
|
6.76K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-534- 1.64% |
$25.4K - $25.8K
|
32K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-535- 3.65% |
$25.5K - $25.9K
|
14.1K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-556- 4.63% |
$26.5K - $26.9K
|
11.4K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-562- 75.03% |
$26.7K - $27.2K
|
187
$9.05K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-582- 4.96% |
$27.7K - $28.1K
|
11.2K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-647- 1.98% |
$30.8K - $31.3K
|
32K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-653- 16.61% |
$31.1K - $31.6K
|
3.28K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-679- 50.0% |
$32.3K - $32.8K
|
679
$32.9K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-705- 0.92% |
$33.6K - $34.1K
|
76.2K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-722- 0.93% |
$34.4K - $34.9K
|
77.1K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-831- 6.54% |
$39.5K - $40.2K
|
11.9K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-840- 2.72% |
$40K - $40.6K
|
30K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-903- 11.98% |
$43K - $43.7K
|
6.63K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-910- 38.69% |
$43.3K - $44K
|
1.44K
$69.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-916- 21.1% |
$43.6K - $44.3K
|
3.43K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-929- 14.62% |
$44.2K - $44.9K
|
5.43K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-942- 1.87% |
$44.8K - $45.5K
|
49.4K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-994- 36.88% |
$47.3K - $48.1K
|
1.7K
$82.3K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-996- 3.2% |
$47.4K - $48.2K
|
30.1K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.05K- 3.54% |
$49.7K - $50.5K
|
28.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11KClosed |
$52.6K - $53.5K
|
0
$0
|