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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.32K+ 2.62% |
$63K - $64K
|
51.6K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20.1K+ 6.46% |
$965K - $980K
|
332K
$16.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17.1K- 36.25% |
$821K - $834K
|
30.1K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 10.2% |
$69K - $70.1K
|
12.7K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.81KNew |
$183K - $185K
|
3.81K
$185K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.73K- 31.27% |
$179K - $182K
|
8.21K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
458+ 1.06% |
$21.9K - $22.3K
|
43.6K
$2.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
168+ 1.73% |
$8.05K - $8.17K
|
9.88K
$480K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.46K+ 6.02% |
$405K - $412K
|
149K
$7.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.93K+ 0.88% |
$92.6K - $94K
|
221K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
20+ 2.14% |
$958 - $973
|
956
$46.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.99K+ 455.98% |
$239K - $243K
|
6.09K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-7.79K- 20.25% |
$373K - $379K
|
30.7K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-451- 0.95% |
$21.6K - $21.9K
|
46.9K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
800+ 5.86% |
$38.3K - $38.9K
|
14.5K
$702K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4.24K- 3.84% |
$203K - $206K
|
106K
$5.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
1.38K+ 1.79% |
$66.2K - $67.2K
|
78.5K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.5K+ 102.22% |
$600K - $610K
|
24.8K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.65K- 9.95% |
$127K - $129K
|
24K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.56K- 0.78% |
$266K - $270K
|
710K
$34.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.08% |
$670 - $681
|
16.7K
$810K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
111+ 0.89% |
$5.32K - $5.4K
|
12.6K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.15% |
$239 - $243
|
3.43K
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
638+ 1.94% |
$30.6K - $31K
|
33.5K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
980+ 7.14% |
$46.9K - $47.7K
|
14.7K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
199+ 4.53% |
$9.53K - $9.68K
|
4.59K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-12.1K- 5.24% |
$578K - $587K
|
218K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
64+ 0.38% |
$3.06K - $3.11K
|
16.9K
$823K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.49K+ 11.16% |
$215K - $218K
|
44.7K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11KNew |
$529K - $537K
|
11K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
703+ 3.26% |
$33.7K - $34.2K
|
22.3K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.93K- 14.24% |
$92.4K - $93.8K
|
11.6K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$241K - $245K
|
5.04K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 92.79% |
$4.93K - $5.01K
|
8
$388
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
2.44K+ 5.37% |
$117K - $119K
|
47.9K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-22.3K- 6.96% |
$1.07M - $1.09M
|
298K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
10.6K+ 6.04% |
$505K - $513K
|
185K
$9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
435+ 2.54% |
$20.8K - $21.2K
|
17.5K
$852K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40KNew |
$1.91M - $1.94M
|
40K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
641+ 3.01% |
$30.7K - $31.2K
|
22K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.33K- 3.42% |
$63.9K - $64.9K
|
37.7K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.94% |
$1.96K - $1.99K
|
4.42K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.84K- 4.75% |
$327K - $333K
|
137K
$6.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-14.5K- 1.5% |
$693K - $704K
|
951K
$46.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
47+ 0.64% |
$2.25K - $2.29K
|
7.37K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.13K+ 19.84% |
$53.9K - $54.7K
|
6.79K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-28.4K- 64.15% |
$1.36M - $1.38M
|
15.9K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-3.22K- 32.79% |
$154K - $157K
|
6.6K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.56K+ 10.47% |
$123K - $125K
|
27K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.64K- 4.71% |
$366K - $372K
|
155K
$7.5M
|