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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.12KNew |
$281K - $291K
|
6.12K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$501K - $518K
|
10.9K
$529K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 18.15% |
$5.43K - $5.61K
|
532
$25.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$214K - $221K
|
4.66K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-812- 63.24% |
$37.4K - $38.6K
|
472
$22.9K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 44.75% |
$856K - $885K
|
23K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.91KNew |
$226K - $234K
|
4.91K
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-56K- 92.41% |
$2.58M - $2.66M
|
4.6K
$223K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
186+ 2.99% |
$8.56K - $8.85K
|
6.41K
$311K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.95% |
$46 - $47.6
|
106
$5.15K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.2K- 22.19% |
$55.2K - $57.1K
|
4.21K
$204K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10+ 0.74% |
$460 - $476
|
1.36K
$66K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
83New |
$3.84K - $3.89K
|
83
$4.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.02% |
$46.3 - $46.9
|
4.45K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-859- 13.79% |
$39.7K - $40.3K
|
5.37K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.22K+ 19.89% |
$334K - $338K
|
43.5K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.46K- 98.3% |
$206K - $209K
|
77
$3.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-477KClosed |
$22.1M - $22.4M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46New |
$2.13K - $2.16K
|
46
$2.23K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 3.93% |
$13.9K - $14.1K
|
7.33K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-714- 12.75% |
$33K - $33.5K
|
4.89K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.19K+ 10.46% |
$148K - $150K
|
33.7K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.51KNew |
$440K - $446K
|
9.51K
$462K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-24.5K- 84.25% |
$1.13M - $1.15M
|
4.58K
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.35K+ 10.7% |
$433K - $439K
|
96.7K
$4.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 1.32% |
$3.61K - $3.66K
|
5.81K
$282K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-89- 1.9% |
$4.12K - $4.17K
|
4.6K
$223K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-5.5K- 32.94% |
$254K - $258K
|
11.2K
$544K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.65K- 23.53% |
$122K - $124K
|
8.61K
$418K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.26KNew |
$243K - $247K
|
5.26K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.79K- 2.54% |
$175K - $178K
|
146K
$7.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 1.33% |
$9.62K - $9.76K
|
15.8K
$767K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.6K+ 6.6% |
$166K - $169K
|
58K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-25.1K- 3.88% |
$1.16M - $1.18M
|
622K
$30.2M
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$138K - $141K
|
2.97K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.6KNew |
$354K - $360K
|
7.6K
$369K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
103KNew |
$4.79M - $4.87M
|
103K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
19+ 0.37% |
$886 - $900
|
5.11K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-120- 2.68% |
$5.6K - $5.69K
|
4.35K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.37K- 40.85% |
$204K - $207K
|
6.32K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.38K- 87.86% |
$64.1K - $65.1K
|
190
$9.22K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500New |
$23.3K - $23.7K
|
500
$24.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.87KNew |
$87.2K - $88.6K
|
1.87K
$90.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-218- 6.73% |
$10.2K - $10.3K
|
3.02K
$147K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
37.3KNew |
$1.74M - $1.77M
|
37.3K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-378- 4.66% |
$17.6K - $17.9K
|
7.74K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$606 - $616
|
13
$631
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
176New |
$8.21K - $8.34K
|
176
$8.54K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.67KNew |
$311K - $316K
|
6.67K
$324K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.59% |
$187 - $190
|
684
$33.2K
|
|