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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.1K+ 42.71% |
$862K - $880K
|
60.5K
$2.92M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
198+ 6.16% |
$9.42K - $9.61K
|
3.41K
$165K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
220New |
$10.5K - $10.7K
|
220
$10.6K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
17.2K+ 3.31% |
$817K - $834K
|
537K
$25.9M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
206New |
$9.8K - $10K
|
206
$9.94K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.24% |
$2.05K - $2.09K
|
18K
$867K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
706New |
$33.6K - $34.3K
|
706
$34.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-260- 1.29% |
$12.4K - $12.6K
|
19.8K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
443+ 1.44% |
$21.1K - $21.5K
|
31.1K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25K+ 2.93% |
$1.19M - $1.21M
|
878K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-892- 14.99% |
$42.4K - $43.3K
|
5.06K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 1.04% |
$9.52K - $9.71K
|
19K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18- 5.5% |
$856 - $874
|
309
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
541+ 1.38% |
$25.7K - $26.3K
|
39.8K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.91K- 0.55% |
$90.6K - $92.5K
|
342K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.46KNew |
$402K - $411K
|
8.46K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-421- 6.26% |
$20K - $20.4K
|
6.3K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 9.23% |
$68.6K - $70K
|
17.1K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- -0.0% |
$47.6 - $48.6
|
65.2K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 6.98% |
$482K - $492K
|
155K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.39K- 16.91% |
$114K - $116K
|
11.7K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122K- 13.76% |
$5.82M - $5.94M
|
767K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.34K+ 3.51% |
$206K - $211K
|
128K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.7KNew |
$606K - $619K
|
12.7K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.19K- 33.72% |
$104K - $106K
|
4.31K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
150+ 1.22% |
$7.14K - $7.28K
|
12.4K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.92K- 21.18% |
$91.5K - $93.4K
|
7.16K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-240K- 28.29% |
$11.4M - $11.6M
|
608K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
209+ 0.78% |
$9.94K - $10.1K
|
26.8K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82K+ 18.46% |
$3.9M - $3.98M
|
526K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.26K- 40.48% |
$107K - $110K
|
3.32K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-177- 0.37% |
$8.42K - $8.6K
|
48.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-757- 1.64% |
$36K - $36.8K
|
45.5K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 20.49% |
$3.57K - $3.64K
|
291
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$47.6 - $48.6
|
1
$48.2
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
28.4KNew |
$1.35M - $1.38M
|
28.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
494+ 1.13% |
$23.5K - $24K
|
44.4K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
205K+ 4.24% |
$9.77M - $9.97M
|
5.05M
$243M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
12.7K+ 77.99% |
$604K - $617K
|
29K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.17K- 18.58% |
$246K - $251K
|
22.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-680- 10.13% |
$32.4K - $33K
|
6.03K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.92K- 3.46% |
$377K - $384K
|
221K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-66.1K- 16.54% |
$3.14M - $3.21M
|
333K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 3.91% |
$55.8K - $57K
|
31.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.57KNew |
$170K - $173K
|
3.57K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 52.9% |
$110K - $112K
|
6.69K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
424New |
$20.2K - $20.6K
|
424
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.35KNew |
$112K - $114K
|
2.35K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
387K+ 62.19% |
$18.4M - $18.8M
|
1.01M
$48.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
158+ 7.84% |
$7.52K - $7.67K
|
2.17K
$105K
|