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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$491K - $497K
|
10.4K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-17.9K- 64.71% |
$844K - $854K
|
9.76K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.96K+ 114.14% |
$375K - $380K
|
14.9K
$725K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-64K- 85.73% |
$3.02M - $3.05M
|
10.7K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-53K- 92.14% |
$2.5M - $2.53M
|
4.53K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5.95K+ 5.6% |
$280K - $284K
|
112K
$5.45M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
98New |
$4.62K - $4.68K
|
98
$4.76K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.64K- 66.66% |
$455K - $460K
|
4.82K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-885- 76.96% |
$41.7K - $42.2K
|
265
$12.9K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.79KNew |
$320K - $324K
|
6.79K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.78KNew |
$226K - $228K
|
4.78K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
711+ 3.8% |
$33.5K - $33.9K
|
19.4K
$943K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
76New |
$3.58K - $3.63K
|
76
$3.69K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 28.36% |
$896 - $907
|
48
$2.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-586- 93.46% |
$27.6K - $28K
|
41
$1.99K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-32- 6.0% |
$1.51K - $1.53K
|
501
$24.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.34KNew |
$346K - $350K
|
7.34K
$357K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-290- 0.67% |
$13.7K - $13.8K
|
42.8K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29KNew |
$1.37M - $1.39M
|
29K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
134New |
$6.32K - $6.4K
|
134
$6.51K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.56K- 14.57% |
$121K - $122K
|
15K
$729K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.64K+ 5.32% |
$407K - $412K
|
171K
$8.31M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.7K+ 30.14% |
$78.2K - $80.9K
|
7.34K
$356K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2K+ 167.36% |
$92K - $95.1K
|
3.2K
$155K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8Closed |
$368 - $380
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$828 - $856
|
13
$631
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.04KNew |
$232K - $240K
|
5.04K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 11.68% |
$1.56K - $1.62K
|
257
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
77K+ 87.81% |
$3.54M - $3.66M
|
165K
$7.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-565- 11.62% |
$26K - $26.9K
|
4.3K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
156New |
$7.18K - $7.42K
|
156
$7.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 14.04% |
$67.6K - $69.9K
|
9K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.63KNew |
$213K - $220K
|
4.63K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.87KNew |
$316K - $327K
|
6.87K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
5.12KNew |
$235K - $243K
|
5.12K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-2.84K- 1.1% |
$130K - $135K
|
254K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.3KNew |
$382K - $395K
|
8.3K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.3K+ 6.86% |
$474K - $491K
|
161K
$7.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 3.44% |
$1.75K - $1.81K
|
1.07K
$51.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-201- 66.78% |
$9.25K - $9.56K
|
100
$4.86K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.11% |
$552 - $571
|
1.09K
$53.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7.4K- 46.91% |
$340K - $352K
|
8.37K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.33KNew |
$245K - $254K
|
5.33K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.4K- 65.0% |
$477K - $493K
|
5.59K
$271K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-17.8K- 30.21% |
$821K - $849K
|
41.2K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
185New |
$8.51K - $8.8K
|
185
$8.98K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$60.6K - $62.6K
|
1.32K
$63.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 14.96% |
$46K - $47.6K
|
5.68K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$46 - $47.6
|
87
$4.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$736 - $761
|
16
$777
|
|