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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
203K+ 534.89% |
$9.65M - $9.8M
|
241K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.8K+ 9.84% |
$847K - $861K
|
199K
$9.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-647- 1.98% |
$30.8K - $31.3K
|
32K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 75900.0% |
$36.1K - $36.7K
|
760
$36.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.08K+ 5.58% |
$51.2K - $52K
|
20.4K
$984K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
7.26K+ 92.75% |
$345K - $351K
|
15.1K
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.9KNew |
$1.57M - $1.59M
|
32.9K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.4K+ 8.63% |
$495K - $503K
|
131K
$6.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.73K+ 9.39% |
$320K - $325K
|
78.4K
$3.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.6% |
$143 - $145
|
499
$24.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.02K+ 3.26% |
$48.5K - $49.2K
|
32.3K
$1.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 60.08% |
$6.95K - $7.06K
|
389
$18.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 19.05% |
$952 - $967
|
85
$4.11K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
585+ 0.66% |
$27.8K - $28.3K
|
89.1K
$4.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
377+ 769.39% |
$17.9K - $18.2K
|
426
$20.6K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16KNew |
$761K - $776K
|
16K
$773K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.1K+ 42.71% |
$862K - $880K
|
60.5K
$2.93M
|
|
|
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
$9.95K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.24% |
$2.05K - $2.09K
|
18K
$868K
|
|
|
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
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25K+ 2.93% |
$1.19M - $1.21M
|
878K
$42.4M
|
|
|
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
|
Bellwether Advisors, LLC
|
BUY
|
- |
209+ 0.78% |
$9.94K - $10.1K
|
26.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 1.04% |
$9.52K - $9.71K
|
19K
$918K
|
|
|
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
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-421- 6.26% |
$20K - $20.4K
|
6.3K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 9.23% |
$68.6K - $70K
|
17.1K
$824K
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-892- 14.99% |
$42.4K - $43.3K
|
5.06K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 6.98% |
$482K - $492K
|
155K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.39K- 16.91% |
$114K - $116K
|
11.7K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122K- 13.76% |
$5.82M - $5.94M
|
767K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.34K+ 3.51% |
$206K - $211K
|
128K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.7KNew |
$606K - $619K
|
12.7K
$616K
|
|
|
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
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-240K- 28.29% |
$11.4M - $11.6M
|
608K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
205K+ 4.24% |
$9.77M - $9.97M
|
5.05M
$244M
|
|
|
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
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-757- 1.64% |
$36K - $36.8K
|
45.5K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 20.49% |
$3.57K - $3.64K
|
291
$14.1K
|
|