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 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-201Closed |
$10.3K - $10.3K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-4.46KClosed |
$228K - $229K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.25KClosed |
$320K - $321K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-828Closed |
$42.4K - $42.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-150Closed |
$7.68K - $7.71K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12.8KClosed |
$653K - $656K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.7KNew |
$343K - $346K
|
6.7K
$323K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-452Closed |
$23.1K - $23.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.56KClosed |
$336K - $339K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-644Closed |
$33K - $33.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.1KClosed |
$824K - $832K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-303Closed |
$15.5K - $15.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-773Closed |
$39.6K - $39.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.18KClosed |
$214K - $216K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-37Closed |
$1.89K - $1.91K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-201Closed |
$10.3K - $10.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-3.97KClosed |
$203K - $205K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-78Closed |
$3.99K - $4.03K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-26Closed |
$1.33K - $1.34K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-196Closed |
$10K - $10.1K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-528Closed |
$27K - $27.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
SELL
|
- |
-61.2K- 96.67% |
$3.13M - $3.16M
|
2.11K
$102K
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-35Closed |
$1.79K - $1.81K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-60Closed |
$3.07K - $3.1K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-519Closed |
$26.6K - $26.8K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.66KClosed |
$187K - $189K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.4K- 41.29% |
$71.5K - $72.2K
|
1.99K
$95.6K
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.4KClosed |
$328K - $331K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-100Closed |
$5.12K - $5.17K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-5.98KClosed |
$306K - $309K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-95- 84.07% |
$4.86K - $4.91K
|
18
$867
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.01KClosed |
$205K - $207K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-10- 0.13% |
$513 - $517
|
7.53K
$362K
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$10.3K - $10.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.53KClosed |
$78.6K - $79.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.01KClosed |
$206K - $207K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-679- 13.06% |
$34.9K - $35.1K
|
4.52K
$218K
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.48KClosed |
$76K - $76.4K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-8.47KClosed |
$435K - $438K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-7.9KClosed |
$405K - $408K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.96KClosed |
$357K - $360K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-170Closed |
$8.73K - $8.78K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.04KClosed |
$310K - $312K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$308K - $310K
|
6K
$289K
|
|
Feb 01, 2021
Q4 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.42KClosed |
$72.8K - $73.3K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$154 - $155
|
3
$144
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-106- 14.11% |
$5.44K - $5.47K
|
645
$31.1K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.1KNew |
$108K - $108K
|
2.1K
$101K
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-103Closed |
$5.29K - $5.32K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-4.11KClosed |
$211K - $212K
|
0
$0
|