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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$46.6 - $47.4
|
5
$243
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 17.8% |
$56K - $56.9K
|
5.54K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.2K- 80.13% |
$987K - $1M
|
5.25K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.74K- 43.8% |
$174K - $177K
|
4.79K
$233K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.98K+ 55.17% |
$92.2K - $93.7K
|
5.56K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
17.1KNew |
$798K - $811K
|
17.1K
$831K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.63K- 20.17% |
$123K - $125K
|
10.4K
$506K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22.8K- 80.97% |
$1.06M - $1.08M
|
5.37K
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.26K+ 5.52% |
$385K - $392K
|
158K
$7.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
158+ 1.67% |
$7.37K - $7.49K
|
9.63K
$468K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.33KNew |
$388K - $395K
|
8.33K
$404K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.35K- 28.52% |
$109K - $111K
|
5.88K
$285K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
35+ 0.56% |
$1.63K - $1.66K
|
6.32K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.92K- 48.31% |
$276K - $280K
|
6.33K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
248New |
$11.6K - $11.8K
|
248
$12K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-680- 8.02% |
$31.7K - $32.2K
|
7.8K
$379K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-754- 52.4% |
$35.2K - $35.7K
|
685
$33.3K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.15K+ 57.24% |
$330K - $338K
|
19.6K
$953K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
48+ 2400.0% |
$2.22K - $2.27K
|
50
$2.43K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.22% |
$415 - $426
|
4.19K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 23.68% |
$415 - $426
|
47
$2.28K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
290New |
$13.4K - $13.7K
|
290
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$969 - $993
|
21
$1.02K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.77KNew |
$405K - $415K
|
8.77K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.4KNew |
$295K - $303K
|
6.4K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 41.42% |
$914K - $936K
|
28K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 33.64% |
$82K - $84K
|
3.51K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.73K- 38.76% |
$403K - $413K
|
13.8K
$670K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34KNew |
$1.57M - $1.61M
|
34K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-207- 3.65% |
$9.56K - $9.79K
|
5.47K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-25.6K- 85.03% |
$1.18M - $1.21M
|
4.51K
$219K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.37K- 86.31% |
$63.1K - $64.7K
|
217
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 40.0% |
$92.3K - $94.6K
|
3K
$146K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
181New |
$8.35K - $8.56K
|
181
$8.79K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-11.7K- 53.32% |
$541K - $554K
|
10.3K
$498K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.06K- 17.4% |
$94.9K - $97.2K
|
9.76K
$474K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
162KNew |
$7.5M - $7.68M
|
162K
$7.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
10.9KNew |
$503K - $515K
|
10.9K
$529K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.09KNew |
$189K - $193K
|
4.09K
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.56% |
$4.57K - $4.68K
|
17.9K
$868K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
14New |
$646 - $662
|
14
$680
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
844New |
$39K - $39.9K
|
844
$41K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11+ 0.28% |
$508 - $520
|
3.95K
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
93.9KNew |
$4.34M - $4.44M
|
93.9K
$4.56M
|
|
| Q4 2022 | |||||||
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.81KClosed |
$402K - $413K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.65KNew |
$212K - $218K
|
4.65K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 18.79% |
$55.7K - $57.2K
|
5.28K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-114- 55.34% |
$5.2K - $5.34K
|
92
$4.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.33KNew |
$197K - $203K
|
4.33K
$210K
|
|