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
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 7.13% |
$715K - $727K
|
196K
$9.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.4K- 56.3% |
$732K - $744K
|
11.9K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-16.1K- 76.2% |
$765K - $777K
|
5.02K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.3K- 52.16% |
$774K - $786K
|
14.9K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 8.11% |
$826K - $839K
|
197K
$9.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 2.26% |
$826K - $840K
|
749K
$36.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-19.5K- 67.27% |
$928K - $942K
|
9.48K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.6K- 74.59% |
$931K - $946K
|
6.67K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.9K- 3.83% |
$1.09M - $1.11M
|
575K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-35.2K- 77.45% |
$1.68M - $1.7M
|
10.3K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.9K- 6.67% |
$1.9M - $1.93M
|
558K
$27M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.3K- 25.62% |
$2.01M - $2.04M
|
123K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66K- 8.61% |
$3.14M - $3.19M
|
701K
$33.9M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78K- 69.17% |
$3.71M - $3.77M
|
34.8K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-83.6K- 2.72% |
$3.98M - $4.04M
|
2.98M
$144M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-107K- 93.51% |
$5.08M - $5.16M
|
7.41K
$358K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-113K- 16.32% |
$5.36M - $5.45M
|
578K
$28M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-126K- 8.4% |
$6.02M - $6.11M
|
1.38M
$66.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-166K- 77.79% |
$7.88M - $8M
|
47.3K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-205K- 38.99% |
$9.76M - $9.92M
|
321K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-354K- 35.1% |
$16.9M - $17.1M
|
655K
$31.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.58M- 46.58% |
$75.4M - $76.6M
|
1.82M
$88M
|