Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
114+ 0.26% |
$5.51K - $5.58K
|
43.7K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
110+ 0.85% |
$5.31K - $5.38K
|
13K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
110+ 0.65% |
$5.31K - $5.38K
|
17.1K
$834K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 0.45% |
$2.95K - $2.98K
|
13.6K
$667K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$2.85K - $2.89K
|
59
$2.88K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
50+ 0.75% |
$2.42K - $2.45K
|
6.76K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.97% |
$2.08K - $2.1K
|
4.47K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
27+ 0.6% |
$1.3K - $1.32K
|
4.52K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
16+ 0.26% |
$773 - $783
|
6.1K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8+ 0.34% |
$386 - $391
|
2.39K
$117K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 1.19% |
$290 - $294
|
510
$24.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.15% |
$242 - $245
|
3.44K
$168K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.98% |
$145 - $147
|
310
$15.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-15- 2.51% |
$725 - $734
|
582
$28.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-41- 0.56% |
$1.98K - $2.01K
|
7.33K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 0.11% |
$2.42K - $2.45K
|
46.9K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-197- 4.21% |
$9.52K - $9.64K
|
4.48K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-202- 3.87% |
$9.76K - $9.88K
|
5.01K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-282- 1.69% |
$13.6K - $13.8K
|
16.4K
$802K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-411- 3.71% |
$19.9K - $20.1K
|
10.7K
$521K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-500- 8.99% |
$24.2K - $24.5K
|
5.06K
$247K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-620- 0.59% |
$30K - $30.3K
|
105K
$5.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-790- 6.42% |
$38.2K - $38.7K
|
11.5K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-837- 3.38% |
$40.4K - $41K
|
24K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 3.4% |
$55.1K - $55.8K
|
32.4K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 16.4% |
$65K - $65.9K
|
6.86K
$335K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-1.9K- 46.65% |
$91.6K - $92.8K
|
2.17K
$106K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.91K- 0.41% |
$92.3K - $93.5K
|
466K
$22.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 22.91% |
$110K - $111K
|
7.63K
$373K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.44K- 2.55% |
$166K - $168K
|
131K
$6.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.46K- 2.24% |
$167K - $169K
|
151K
$7.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.57K- 4.29% |
$172K - $175K
|
79.7K
$3.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.88K- 12.64% |
$187K - $190K
|
26.8K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.95K- 1.32% |
$191K - $193K
|
294K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.53K- 22.57% |
$219K - $222K
|
15.5K
$760K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.46K- 12.55% |
$264K - $267K
|
38.1K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.68K- 2.93% |
$274K - $278K
|
188K
$9.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-5.75K- 13.3% |
$278K - $281K
|
37.5K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.62K- 4.56% |
$416K - $422K
|
180K
$8.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-13.5K- 9.08% |
$653K - $661K
|
135K
$6.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-14.3K- 32.69% |
$690K - $699K
|
29.4K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-22.5K- 50.37% |
$1.09M - $1.1M
|
22.2K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-23.4K- 17.06% |
$1.13M - $1.14M
|
114K
$5.56M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-47K- 45.44% |
$2.27M - $2.3M
|
56.5K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-120K- 44.19% |
$5.8M - $5.88M
|
152K
$7.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-201K- 80.84% |
$9.73M - $9.85M
|
47.7K
$2.33M
|