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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-157- 4.02% |
$7.58K - $7.68K
|
3.74K
$183K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.0% |
$338 - $343
|
705
$34.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
388+ 3.26% |
$18.7K - $19K
|
12.3K
$601K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22KNew |
$204K - $206K
|
4.22K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.82K+ 6.92% |
$185K - $187K
|
59.1K
$2.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.59K+ 24.63% |
$125K - $127K
|
13.1K
$640K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
65+ 0.17% |
$3.14K - $3.18K
|
37.3K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-348- 0.68% |
$16.8K - $17K
|
50.5K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
23.9K+ 6.6% |
$1.16M - $1.17M
|
387K
$18.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
814+ 10.53% |
$39.3K - $39.8K
|
8.55K
$418K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$1.93K - $1.96K
|
40
$1.96K
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
18.5K+ 3.38% |
$892K - $903K
|
564K
$27.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-48- 0.33% |
$2.32K - $2.35K
|
14.7K
$716K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-139- 0.62% |
$6.72K - $6.8K
|
22.2K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.09% |
$145 - $147
|
3.33K
$163K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.89K- 3.43% |
$236K - $239K
|
138K
$6.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
272+ 0.45% |
$13.1K - $13.3K
|
60.9K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.23K- 5.08% |
$59.4K - $60.1K
|
23K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
59.6KNew |
$2.88M - $2.91M
|
59.6K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
130New |
$6.28K - $6.36K
|
130
$6.35K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
355New |
$17.2K - $17.4K
|
355
$17.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-484- 4.82% |
$23.4K - $23.7K
|
9.56K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
15.2K+ 5.26% |
$735K - $744K
|
304K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.12K- 1.43% |
$54.3K - $55K
|
77.4K
$3.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
596+ 2.19% |
$28.8K - $29.2K
|
27.8K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
15+ 0.23% |
$725 - $734
|
6.46K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.54K- 18.52% |
$122K - $124K
|
11.2K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7.59K- 31.21% |
$367K - $371K
|
16.7K
$818K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
219+ 7.36% |
$10.6K - $10.7K
|
3.2K
$156K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.54% |
$2.13K - $2.15K
|
8.24K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.57K+ 3.7% |
$76K - $77K
|
44.2K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.83K+ 27.56% |
$234K - $237K
|
22.4K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 1.6% |
$3.29K - $3.33K
|
4.32K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-10.4K- 68.92% |
$502K - $509K
|
4.69K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-45.5K- 30.41% |
$2.2M - $2.23M
|
104K
$5.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-879- 36.5% |
$42.5K - $43K
|
1.53K
$74.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-3- 0.05% |
$145 - $147
|
6.6K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 4.69% |
$11.2K - $11.3K
|
5.16K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.2K+ 18.47% |
$1.51M - $1.53M
|
200K
$9.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.79KNew |
$231K - $234K
|
4.79K
$234K
|
|
|
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 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-120K- 44.19% |
$5.8M - $5.88M
|
152K
$7.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.62K- 4.56% |
$416K - $422K
|
180K
$8.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.79K+ 2.04% |
$376K - $381K
|
390K
$19.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-23.4K- 17.06% |
$1.13M - $1.14M
|
114K
$5.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
125K+ 56.55% |
$6.04M - $6.12M
|
346K
$16.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-14.3K- 32.69% |
$690K - $699K
|
29.4K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
16+ 0.26% |
$773 - $783
|
6.1K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
594+ 2.67% |
$28.7K - $29.1K
|
22.9K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
110+ 0.85% |
$5.31K - $5.38K
|
13K
$637K
|