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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
1.38K+ 1.79% |
$66.2K - $67.2K
|
78.5K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.32K+ 2.62% |
$63K - $64K
|
51.6K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.28K+ 3.09% |
$61.2K - $62.1K
|
42.6K
$2.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.27K+ 24.53% |
$60.8K - $61.7K
|
6.44K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25K+ 4.17% |
$59.8K - $60.8K
|
31.2K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14K+ 12.74% |
$54.4K - $55.2K
|
10K
$491K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 9.71% |
$54.2K - $55K
|
12.8K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.13K+ 19.84% |
$53.9K - $54.7K
|
6.79K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.07K+ 16.01% |
$51.1K - $51.9K
|
7.73K
$378K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.03K+ 2.65% |
$49.3K - $50.1K
|
39.9K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
980+ 7.14% |
$46.9K - $47.7K
|
14.7K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
941+ 1.89% |
$45.1K - $45.8K
|
50.8K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
904+ 0.93% |
$43.3K - $44K
|
97.8K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
800+ 5.86% |
$38.3K - $38.9K
|
14.5K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
778+ 3.59% |
$37.3K - $37.8K
|
22.5K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
762New |
$36.5K - $37.1K
|
762
$37.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
703+ 3.26% |
$33.7K - $34.2K
|
22.3K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
661+ 2.45% |
$31.7K - $32.2K
|
27.6K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
651+ 15.32% |
$31.2K - $31.7K
|
4.9K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
641+ 3.01% |
$30.7K - $31.2K
|
22K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
638+ 1.94% |
$30.6K - $31K
|
33.5K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
622+ 18.97% |
$29.8K - $30.3K
|
3.9K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
580+ 4.29% |
$27.8K - $28.2K
|
14.1K
$689K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
545+ 1.02% |
$26.1K - $26.5K
|
54K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
473+ 1.46% |
$22.7K - $23K
|
32.8K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
458+ 1.06% |
$21.9K - $22.3K
|
43.6K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
435+ 2.54% |
$20.8K - $21.2K
|
17.5K
$857K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
430+ 7.29% |
$20.6K - $20.9K
|
6.33K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
423+ 3.97% |
$20.3K - $20.6K
|
11.1K
$541K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
363+ 1.64% |
$17.4K - $17.7K
|
22.5K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
330+ 6.88% |
$15.8K - $16.1K
|
5.13K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
320+ 1.93% |
$15.3K - $15.6K
|
16.9K
$827K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
300+ 1.85% |
$14.4K - $14.6K
|
16.5K
$806K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
295+ 0.54% |
$14.1K - $14.4K
|
55.2K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
233+ 4.68% |
$11.2K - $11.3K
|
5.21K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
222+ 1.65% |
$10.6K - $10.8K
|
13.7K
$669K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200+ 0.29% |
$9.58K - $9.73K
|
68.3K
$3.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
199+ 4.53% |
$9.53K - $9.68K
|
4.59K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
184+ 0.68% |
$8.81K - $8.95K
|
27.2K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
168+ 1.73% |
$8.05K - $8.17K
|
9.88K
$483K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
133+ 886.67% |
$6.37K - $6.47K
|
148
$7.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
117+ 0.76% |
$5.6K - $5.69K
|
15.6K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
111+ 0.89% |
$5.32K - $5.4K
|
12.6K
$613K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
104+ 4.86% |
$4.98K - $5.06K
|
2.25K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103+ 64.38% |
$4.93K - $5.01K
|
263
$12.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
72+ 1.31% |
$3.45K - $3.5K
|
5.57K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
70+ 1.03% |
$3.35K - $3.41K
|
6.85K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
68+ 14.41% |
$3.26K - $3.31K
|
540
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68+ 1.63% |
$3.26K - $3.31K
|
4.23K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
64+ 0.38% |
$3.06K - $3.11K
|
16.9K
$828K
|