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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 0.23% |
$52.9K - $53.7K
|
491K
$23.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 17.75% |
$56.5K - $57.4K
|
5.51K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 2.34% |
$63.7K - $64.7K
|
55.9K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.38K- 2.45% |
$65.7K - $66.7K
|
54.9K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 6.74% |
$72.7K - $73.9K
|
21.1K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.53K- 7.08% |
$72.7K - $73.9K
|
20K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.53K- 1.85% |
$72.7K - $73.9K
|
81K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 9.28% |
$75.3K - $76.5K
|
15.5K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.62K- 8.64% |
$77K - $78.2K
|
17.1K
$828K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.69K- 1.51% |
$80.5K - $81.8K
|
110K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.87K- 4.39% |
$88.8K - $90.2K
|
40.6K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.33K- 12.26% |
$111K - $113K
|
16.7K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.41K- 6.05% |
$115K - $116K
|
37.4K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.44K- 5.28% |
$116K - $118K
|
43.7K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.61K- 15.98% |
$124K - $126K
|
13.7K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-2.78K- 2.11% |
$132K - $134K
|
129K
$6.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.82K- 7.06% |
$134K - $136K
|
37.1K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3K- 51.41% |
$143K - $145K
|
2.83K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-3.09K- 13.27% |
$147K - $149K
|
20.2K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.15K- 8.5% |
$150K - $152K
|
33.9K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.44K- 20.28% |
$164K - $166K
|
13.5K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.64K- 17.93% |
$173K - $176K
|
16.7K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.7K- 6.8% |
$176K - $179K
|
50.7K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.71K- 4.32% |
$177K - $179K
|
82.3K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.74K- 21.97% |
$178K - $181K
|
13.3K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.77K- 61.03% |
$179K - $182K
|
2.41K
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.81K- 21.94% |
$181K - $184K
|
13.5K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.82K- 12.99% |
$182K - $185K
|
25.6K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.94K- 15.6% |
$188K - $191K
|
21.3K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.14K- 13.43% |
$197K - $200K
|
26.7K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.25K- 1.74% |
$202K - $205K
|
240K
$11.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.34K- 2.61% |
$207K - $210K
|
162K
$7.85M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 2.59% |
$213K - $217K
|
168K
$8.15M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.12K- 2.48% |
$244K - $248K
|
202K
$9.76M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-5.16K- 28.03% |
$246K - $249K
|
13.2K
$641K
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-5.58K- 13.33% |
$266K - $270K
|
36.3K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.26K- 33.81% |
$298K - $303K
|
12.3K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.47K- 99.98% |
$308K - $313K
|
1
$48.4
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.33K- 10.59% |
$349K - $355K
|
61.9K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.34K- 4.86% |
$350K - $355K
|
144K
$6.97M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.9K- 24.29% |
$376K - $382K
|
24.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.71K- 18.3% |
$415K - $421K
|
38.9K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9K- 61.87% |
$428K - $435K
|
5.54K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-9.96K- 29.8% |
$474K - $482K
|
23.5K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.1K- 34.91% |
$481K - $489K
|
18.9K
$913K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.3K- 31.19% |
$488K - $496K
|
22.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 9.5% |
$529K - $538K
|
106K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 42.9% |
$564K - $573K
|
15.8K
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-13.2K- 5.44% |
$631K - $641K
|
230K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.9K- 18.38% |
$662K - $673K
|
61.8K
$2.99M
|