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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.33KNew |
$197K - $203K
|
4.33K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-84.9K- 94.81% |
$3.87M - $3.97M
|
4.65K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.82K+ 19.61% |
$402K - $413K
|
53.8K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$97.1
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-198- 53.95% |
$9.03K - $9.27K
|
169
$8.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12- 0.19% |
$547 - $562
|
6.4K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
28.1K+ 556.56% |
$1.28M - $1.31M
|
33.1K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 8.0% |
$2.28K - $2.34K
|
575
$27.9K
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.31KNew |
$424K - $436K
|
9.31K
$452K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
334K+ 314.46% |
$15.2M - $15.7M
|
440K
$21.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
6.26KNew |
$285K - $293K
|
6.26K
$304K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
306New |
$14K - $14.3K
|
306
$14.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.56K- 6.03% |
$117K - $120K
|
39.8K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.36K- 49.83% |
$199K - $204K
|
4.39K
$213K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
98New |
$4.47K - $4.59K
|
98
$4.76K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
85+ 0.72% |
$3.88K - $3.98K
|
11.8K
$574K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-438- 8.81% |
$20K - $20.5K
|
4.53K
$220K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-824- 6.64% |
$37.6K - $38.6K
|
11.6K
$562K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.45% |
$45.6 - $46.8
|
70
$3.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.9KNew |
$452K - $464K
|
9.9K
$481K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-27.9K- 3.31% |
$1.27M - $1.31M
|
815K
$39.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$2.78K - $2.86K
|
61
$2.96K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.82K- 28.5% |
$83.1K - $85.3K
|
4.57K
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.33K+ 14.93% |
$106K - $109K
|
17.9K
$871K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9.25KNew |
$422K - $433K
|
9.25K
$449K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12.5KNew |
$573K - $598K
|
12.5K
$606K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.19K- 6.85% |
$192K - $201K
|
56.9K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5.57KNew |
$256K - $267K
|
5.57K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42New |
$1.93K - $2.01K
|
42
$2.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.49% |
$230 - $240
|
1.02K
$49.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$919 - $958
|
9.54K
$463K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-847- 1.25% |
$38.9K - $40.6K
|
67.1K
$3.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-67- 0.61% |
$3.08K - $3.21K
|
10.9K
$527K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-373K- 84.9% |
$17.1M - $17.9M
|
66.3K
$3.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 27.58% |
$131K - $136K
|
7.47K
$363K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91+ 1.11% |
$4.18K - $4.36K
|
8.28K
$402K
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
350+ 17.72% |
$16.1K - $16.8K
|
2.33K
$113K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-213- 7.99% |
$9.78K - $10.2K
|
2.45K
$119K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.72M- 97.83% |
$217M - $226M
|
105K
$5.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.04K- 11.67% |
$47.7K - $49.8K
|
7.86K
$382K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.65K- 26.97% |
$75.6K - $78.8K
|
4.46K
$216K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.12% |
$4.59K - $4.79K
|
4.62K
$224K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.38K- 19.08% |
$293K - $306K
|
27.1K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.35K - $3.5K
|
73
$3.54K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-623- 12.58% |
$28.6K - $29.8K
|
4.33K
$210K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.41K+ 0.29% |
$156K - $163K
|
1.18M
$57.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-41KClosed |
$1.88M - $1.96M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.9KNew |
$455K - $474K
|
9.9K
$481K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.1KNew |
$142K - $148K
|
3.1K
$150K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.2K- 11.69% |
$377K - $393K
|
61.9K
$3.01M
|
|