Latest Institutional Transactions on Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.53K+ 15.45% |
$216K - $220K
|
33.9K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$3.62K - $3.69K
|
76
$3.64K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$47.6 - $48.6
|
4.91K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-912- 45.9% |
$43.4K - $44.3K
|
1.08K
$51.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
90.5K+ 43.94% |
$4.31M - $4.39M
|
296K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 2.54% |
$608K - $620K
|
490K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12.6KNew |
$598K - $611K
|
12.6K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.05% |
$619 - $631
|
25.9K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.97K+ 4.18% |
$93.9K - $95.9K
|
49.2K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 1.93% |
$109K - $111K
|
121K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-208- 4.56% |
$9.9K - $10.1K
|
4.36K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-140- 0.66% |
$6.66K - $6.8K
|
21K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
210+ 1.13% |
$9.99K - $10.2K
|
18.7K
$896K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 50.0% |
$7.14K - $7.28K
|
150
$7.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.24% |
$666 - $680
|
1.14K
$54.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.8K- 6.09% |
$466K - $476K
|
151K
$7.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.01% |
$143 - $146
|
22.8K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
95+ 0.34% |
$4.52K - $4.61K
|
27.7K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-125- 2.62% |
$5.95K - $6.07K
|
4.65K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.1K+ 2.97% |
$148K - $151K
|
108K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.8% |
$952 - $971
|
2.52K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
528+ 1.26% |
$25.1K - $25.6K
|
42.3K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
7.83KNew |
$372K - $380K
|
7.83K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.63K+ 21.55% |
$125K - $128K
|
14.8K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.23KNew |
$296K - $302K
|
6.23K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
47.8K+ 6.41% |
$2.27M - $2.32M
|
792K
$37.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
14.4K+ 2.85% |
$683K - $697K
|
519K
$24.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.24KNew |
$297K - $303K
|
6.24K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.25K- 3.61% |
$297K - $303K
|
167K
$7.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.5K+ 17.94% |
$1.31M - $1.34M
|
181K
$8.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
423+ 3.3% |
$20.1K - $20.5K
|
13.2K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.25K- 14.48% |
$107K - $109K
|
13.3K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.9KNew |
$1.8M - $1.84M
|
37.9K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.25K+ 2.55% |
$154K - $158K
|
130K
$6.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
5.47KNew |
$260K - $266K
|
5.47K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.27K- 6.56% |
$108K - $110K
|
32.4K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
20.7K+ 8.62% |
$985K - $1.01M
|
261K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.63K+ 5.82% |
$315K - $322K
|
121K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
62+ 0.94% |
$2.95K - $3.01K
|
6.63K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.33K- 11.16% |
$111K - $113K
|
18.5K
$887K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 26.59% |
$75.3K - $76.9K
|
7.54K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-33- 6.24% |
$1.57K - $1.6K
|
496
$23.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1K+ 5.49% |
$47.8K - $48.8K
|
19.3K
$923K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
672+ 6.89% |
$32K - $32.6K
|
10.4K
$499K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- -0.0% |
$95.2 - $97.1
|
42.4K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.96% |
$190 - $194
|
421
$20.1K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$518K - $529K
|
10.9K
$521K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
17.5K+ 30.31% |
$832K - $849K
|
75.1K
$3.6M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.16K+ 1.32% |
$55K - $56.1K
|
88.5K
$4.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
244+ 0.79% |
$11.6K - $11.8K
|
31.3K
$1.5M
|