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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-590- 10.86% |
$27.1K - $28.3K
|
4.85K
$235K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.63K- 32.67% |
$305K - $318K
|
13.7K
$663K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$216K - $225K
|
4.7K
$228K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$138 - $144
|
568
$27.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1KNew |
$45.9K - $47.9K
|
1K
$48.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$11K - $11.4K
|
235
$11.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580Closed |
$27.1K - $28K
|
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
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.58KNew |
$308K - $318K
|
6.58K
$320K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-203KClosed |
$9.49M - $9.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-33.1K- 6.88% |
$1.55M - $1.6M
|
448K
$21.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.59K - $1.64K
|
34
$1.65K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.8KClosed |
$506K - $523K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.86K- 19.13% |
$87.1K - $90K
|
7.87K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.39KNew |
$346K - $357K
|
7.39K
$359K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$5.78M - $5.97M
|
124K
$6M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
54KNew |
$2.52M - $2.61M
|
54K
$2.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.16KClosed |
$195K - $201K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.57KClosed |
$401K - $414K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.25KNew |
$246K - $254K
|
5.25K
$255K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-75Closed |
$3.51K - $3.62K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
404+ 5.13% |
$18.9K - $19.5K
|
8.29K
$402K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-142KClosed |
$6.63M - $6.84M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-5.39KClosed |
$252K - $261K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-16Closed |
$748 - $773
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28.5KClosed |
$1.34M - $1.38M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14.4KClosed |
$676K - $698K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-9.6KClosed |
$449K - $464K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.41KClosed |
$253K - $261K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.9K - $11.2K
|
232
$11.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-12.6K- 74.79% |
$589K - $608K
|
4.24K
$206K
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-5.75KClosed |
$269K - $278K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.78KClosed |
$271K - $279K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-181KClosed |
$8.48M - $8.75M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-5.2K- 41.27% |
$243K - $251K
|
7.4K
$359K
|
|
|
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
$9.81M
|
|
|
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
$43.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-9.88KClosed |
$462K - $477K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.09K- 38.27% |
$191K - $197K
|
6.59K
$320K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95KNew |
$231K - $239K
|
4.95K
$240K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
$9.36K - $9.66K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$327 - $338
|
7
$340
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-377KClosed |
$17.7M - $18.2M
|
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
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-16.1KClosed |
$755K - $780K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.22KClosed |
$338K - $349K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-35K- 35.0% |
$1.64M - $1.69M
|
65K
$3.16M
|
|