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 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58+ 0.16% |
$2.78K - $2.82K
|
37.2K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
55+ 1.88% |
$2.63K - $2.68K
|
2.98K
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
49+ 0.74% |
$2.35K - $2.38K
|
6.71K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
47+ 0.64% |
$2.25K - $2.29K
|
7.37K
$360K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
47+ 1.36% |
$2.25K - $2.29K
|
3.49K
$171K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.94% |
$1.96K - $1.99K
|
4.42K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 0.18% |
$1.82K - $1.85K
|
21.2K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
38+ 0.19% |
$1.82K - $1.85K
|
20.1K
$982K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
32+ 0.69% |
$1.53K - $1.56K
|
4.68K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
29+ 0.24% |
$1.39K - $1.41K
|
11.9K
$582K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 0.57% |
$1.15K - $1.17K
|
4.26K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23+ 0.07% |
$1.1K - $1.12K
|
32.4K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
20+ 2.14% |
$958 - $973
|
956
$46.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 2.93% |
$814 - $827
|
597
$29.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$718 - $730
|
15
$733
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.08% |
$670 - $681
|
16.7K
$816K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11New |
$527 - $535
|
11
$538
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 0.52% |
$479 - $487
|
1.93K
$94.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 100.0% |
$479 - $487
|
20
$978
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9New |
$431 - $438
|
9
$440
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 1.16% |
$383 - $389
|
698
$34.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 1.0% |
$239 - $243
|
504
$24.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.15% |
$239 - $243
|
3.43K
$168K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$144 - $146
|
307
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.06% |
$95.8 - $97.3
|
3.32K
$162K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.6% |
$47.9 - $48.7
|
169
$8.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.9 - $48.7
|
519
$25.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.91% |
$47.9 - $48.7
|
111
$5.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$95.8 - $97.3
|
9.48K
$463K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3- 0.01% |
$144 - $146
|
22.7K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10- 1.47% |
$479 - $487
|
669
$32.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12- 0.01% |
$575 - $584
|
150K
$7.32M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 41.82% |
$1.1K - $1.12K
|
32
$1.56K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-36- 0.28% |
$1.72K - $1.75K
|
12.9K
$631K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-48- 0.17% |
$2.3K - $2.34K
|
27.4K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-57- 0.22% |
$2.73K - $2.77K
|
25.8K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-81- 0.75% |
$3.88K - $3.94K
|
10.7K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-94- 0.48% |
$4.5K - $4.57K
|
19.7K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 92.79% |
$4.93K - $5.01K
|
8
$391
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-133- 0.42% |
$6.37K - $6.47K
|
31.9K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-167- 3.95% |
$8K - $8.12K
|
4.06K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-177- 1.29% |
$8.48K - $8.61K
|
13.6K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-187- 0.58% |
$8.96K - $9.1K
|
32.1K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-193- 2.68% |
$9.24K - $9.39K
|
7.01K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-200- 3.47% |
$9.58K - $9.73K
|
5.56K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-212- 4.88% |
$10.2K - $10.3K
|
4.13K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-229- 2.83% |
$11K - $11.1K
|
7.85K
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-243- 62.47% |
$11.6K - $11.8K
|
146
$7.14K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-271- 1.33% |
$13K - $13.2K
|
20.1K
$982K
|