Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 52.47% |
$16.9M - $17.2M
|
1.02M
$50.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
192K+ 59.97% |
$9.21M - $9.36M
|
513K
$25.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
154K+ 18.57% |
$7.38M - $7.5M
|
984K
$48.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
150K+ 62.31% |
$7.18M - $7.29M
|
391K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
145K+ 1850.97% |
$6.94M - $7.05M
|
153K
$7.46M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
139KNew |
$6.64M - $6.75M
|
139K
$6.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122K+ 2439.88% |
$5.86M - $5.96M
|
127K
$6.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
105KNew |
$5.01M - $5.09M
|
105K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
102K+ 61.51% |
$4.86M - $4.94M
|
267K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
95.9K+ 96.01% |
$4.59M - $4.67M
|
196K
$9.57M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
82.7K+ 1.64% |
$3.96M - $4.02M
|
5.13M
$251M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.9K+ 218.3% |
$3.63M - $3.69M
|
111K
$5.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
74K+ 11.3% |
$3.55M - $3.6M
|
729K
$35.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
68.2K+ 19.96% |
$3.26M - $3.32M
|
410K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.8K+ 12.14% |
$3.25M - $3.3M
|
626K
$30.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.9K+ 9.11% |
$3.06M - $3.11M
|
765K
$37.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
47.4K+ 23.52% |
$2.27M - $2.31M
|
249K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
40.8K+ 19.48% |
$1.96M - $1.99M
|
250K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40KNew |
$1.91M - $1.94M
|
40K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
39.8K+ 7.88% |
$1.91M - $1.94M
|
545K
$26.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
37.3K+ 23.74% |
$1.79M - $1.82M
|
195K
$9.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.4K+ 53.09% |
$1.65M - $1.67M
|
99.1K
$4.84M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.9K+ 19.79% |
$1.48M - $1.5M
|
187K
$9.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.7K+ 21.35% |
$1.42M - $1.44M
|
169K
$8.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
29K+ 197.23% |
$1.39M - $1.41M
|
43.7K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.6K+ 2.0% |
$1.08M - $1.1M
|
1.16M
$56.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
21K+ 2.52% |
$1.01M - $1.02M
|
856K
$41.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20.1K+ 6.46% |
$965K - $980K
|
332K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.1K+ 324.57% |
$961K - $976K
|
26.3K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
19.4KNew |
$927K - $941K
|
19.4K
$946K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19K+ 20.04% |
$912K - $927K
|
114K
$5.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
17.4K+ 1.59% |
$832K - $845K
|
1.11M
$54.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.1K+ 14.98% |
$674K - $684K
|
108K
$5.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13.9K+ 3.77% |
$665K - $676K
|
383K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 3.5% |
$609K - $619K
|
376K
$18.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
12.7K+ 2.31% |
$609K - $619K
|
563K
$27.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.5K+ 102.22% |
$600K - $610K
|
24.8K
$1.21M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.8K+ 2.4% |
$564K - $573K
|
503K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.1KNew |
$530K - $538K
|
11.1K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11KNew |
$529K - $537K
|
11K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9K+ 68.47% |
$520K - $528K
|
26.7K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.8K+ 2.28% |
$519K - $527K
|
486K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
10.8K+ 1.94% |
$516K - $524K
|
566K
$27.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
10.6K+ 6.04% |
$505K - $513K
|
185K
$9.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$502K - $510K
|
10.5K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.18K+ 16.79% |
$440K - $447K
|
63.9K
$3.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
8.94K+ 8.45% |
$428K - $435K
|
115K
$5.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.46K+ 6.02% |
$405K - $412K
|
149K
$7.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
8.25K+ 2.94% |
$395K - $402K
|
289K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.04K+ 145.84% |
$385K - $391K
|
13.5K
$662K
|