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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-5.2K- 41.27% |
$243K - $251K
|
7.4K
$356K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-600Closed |
$28.1K - $29K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-5.34K- 2.57% |
$250K - $258K
|
202K
$9.73M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.68KClosed |
$266K - $274K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-277KClosed |
$13M - $13.4M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
891New |
$41.7K - $43K
|
891
$42.9K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.09K- 38.27% |
$191K - $197K
|
6.59K
$317K
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-9.88KClosed |
$462K - $477K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95KNew |
$231K - $239K
|
4.95K
$238K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
$9.36K - $9.66K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.29KClosed |
$60.3K - $62.3K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-377KClosed |
$17.7M - $18.2M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$327 - $338
|
7
$337
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-16.1KClosed |
$755K - $780K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-35K- 35.0% |
$1.64M - $1.69M
|
65K
$3.13M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.22KClosed |
$338K - $349K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
4.88KNew |
$228K - $236K
|
4.88K
$235K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.07K- 4.36% |
$144K - $148K
|
67.4K
$3.24M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.58KClosed |
$73.8K - $76.2K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-507Closed |
$23.7K - $24.5K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
461KNew |
$21.6M - $22.3M
|
461K
$22.2M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-5.69K- 53.45% |
$266K - $275K
|
4.96K
$239K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-11.2K- 50.41% |
$526K - $543K
|
11.1K
$533K
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.48KClosed |
$303K - $313K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.42KClosed |
$300K - $310K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.2KClosed |
$56.2K - $58K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.08KClosed |
$97.3K - $100K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.33KClosed |
$249K - $257K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-675- 67.5% |
$31.6K - $32.6K
|
325
$15.6K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.65KNew |
$451K - $466K
|
9.65K
$464K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-6.2KClosed |
$290K - $300K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$4.83K - $5.04K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-100KClosed |
$4.83M - $5.04M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$48.3K - $50.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.16KClosed |
$201K - $210K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-46.5KClosed |
$2.24M - $2.34M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-92.3KClosed |
$4.46M - $4.65M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-7.63KClosed |
$368K - $384K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.3KClosed |
$208K - $216K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
96.3KNew |
$4.65M - $4.85M
|
96.3K
$4.64M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-751Closed |
$36.3K - $37.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1KClosed |
$48.3K - $50.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.08% |
$290 - $302
|
7.64K
$368K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-782Closed |
$37.8K - $39.4K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-106Closed |
$5.12K - $5.34K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.6KClosed |
$415K - $433K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-442Closed |
$21.3K - $22.3K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.98KClosed |
$241K - $251K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-200- 1.8% |
$9.66K - $10.1K
|
10.9K
$527K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-429Closed |
$20.7K - $21.6K
|
0
$0
|