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 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$2.78K - $2.86K
|
61
$2.91K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.82K- 28.5% |
$83.1K - $85.3K
|
4.57K
$218K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.33K+ 14.93% |
$106K - $109K
|
17.9K
$855K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.15K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9.25KNew |
$422K - $433K
|
9.25K
$441K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.19K- 6.85% |
$192K - $201K
|
56.9K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.49% |
$230 - $240
|
1.02K
$48.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$919 - $958
|
9.54K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5.57KNew |
$256K - $267K
|
5.57K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42New |
$1.93K - $2.01K
|
42
$2K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-847- 1.25% |
$38.9K - $40.6K
|
67.1K
$3.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-67- 0.61% |
$3.08K - $3.21K
|
10.9K
$518K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-373K- 84.9% |
$17.1M - $17.9M
|
66.3K
$3.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 27.58% |
$131K - $136K
|
7.47K
$356K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91+ 1.11% |
$4.18K - $4.36K
|
8.28K
$395K
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
350+ 17.72% |
$16.1K - $16.8K
|
2.33K
$111K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-213- 7.99% |
$9.78K - $10.2K
|
2.45K
$117K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.72M- 97.83% |
$217M - $226M
|
105K
$4.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.04K- 11.67% |
$47.7K - $49.8K
|
7.86K
$375K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.65K- 26.97% |
$75.6K - $78.8K
|
4.46K
$212K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.12% |
$4.59K - $4.79K
|
4.62K
$220K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.35K - $3.5K
|
73
$3.48K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.38K- 19.08% |
$293K - $306K
|
27.1K
$1.29M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-623- 12.58% |
$28.6K - $29.8K
|
4.33K
$207K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.41K+ 0.29% |
$156K - $163K
|
1.18M
$56.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.59KNew |
$211K - $220K
|
4.59K
$219K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.9KNew |
$455K - $474K
|
9.9K
$472K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-41KClosed |
$1.88M - $1.96M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.1KNew |
$142K - $148K
|
3.1K
$148K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.2K- 11.69% |
$377K - $393K
|
61.9K
$2.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-91- 34.21% |
$4.18K - $4.36K
|
175
$8.34K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.63K- 32.67% |
$305K - $318K
|
13.7K
$652K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-590- 10.86% |
$27.1K - $28.3K
|
4.85K
$231K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$216K - $225K
|
4.7K
$224K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$138 - $144
|
568
$27.1K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1KNew |
$45.9K - $47.9K
|
1K
$47.7K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.14KNew |
$99.9K - $103K
|
2.14K
$102K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580Closed |
$27.1K - $28K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$11K - $11.4K
|
235
$11.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-33.1K- 6.88% |
$1.55M - $1.6M
|
448K
$21.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 388.0% |
$13.6K - $14.1K
|
366
$17.5K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.58KNew |
$308K - $318K
|
6.58K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.59K - $1.64K
|
34
$1.62K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.8KClosed |
$506K - $523K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-47Closed |
$2.2K - $2.27K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-203KClosed |
$9.49M - $9.8M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$5.78M - $5.97M
|
124K
$5.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.86K- 19.13% |
$87.1K - $90K
|
7.87K
$375K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.39KNew |
$346K - $357K
|
7.39K
$352K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
54KNew |
$2.52M - $2.61M
|
54K
$2.57M
|
|