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 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4.48KClosed |
$226K - $229K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4KClosed |
$202K - $204K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-544Closed |
$27.4K - $27.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.71KClosed |
$238K - $241K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.45KClosed |
$224K - $227K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-66Closed |
$3.33K - $3.37K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.69KClosed |
$236K - $239K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-62Closed |
$3.12K - $3.17K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-165Closed |
$8.32K - $8.42K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 10.2% |
$25.2K - $25.5K
|
4.4K
$214K
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-213Closed |
$10.7K - $10.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-257Closed |
$13K - $13.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
142New |
$7.16K - $7.25K
|
142
$6.89K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-100Closed |
$5.04K - $5.11K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
58+ 5.64% |
$2.92K - $2.96K
|
1.09K
$52.7K
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
507New |
$25.6K - $25.9K
|
507
$24.6K
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-4.22KClosed |
$213K - $215K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65.1KNew |
$3.32M - $3.34M
|
65.1K
$3.16M
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-436- 40.33% |
$22.3K - $22.4K
|
645
$31.3K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.78KClosed |
$91.1K - $91.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.22KClosed |
$215K - $217K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.72KClosed |
$87.5K - $88.1K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-545Closed |
$27.8K - $28K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-146KClosed |
$7.47M - $7.52M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
91New |
$4.64K - $4.67K
|
91
$4.42K
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-71Closed |
$3.62K - $3.65K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.57KClosed |
$386K - $389K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-58.1KClosed |
$2.97M - $2.98M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.31KClosed |
$221K - $222K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-13KClosed |
$665K - $668K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-237Closed |
$12.1K - $12.2K
|
0
$0
|
|
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
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-150Closed |
$7.68K - $7.71K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-828Closed |
$42.4K - $42.6K
|
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
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.1KClosed |
$824K - $832K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-644Closed |
$33K - $33.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.7KNew |
$343K - $346K
|
6.7K
$325K
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-303Closed |
$15.5K - $15.7K
|
0
$0
|
|
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 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.18KClosed |
$214K - $216K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-773Closed |
$39.6K - $39.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-201Closed |
$10.3K - $10.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-37Closed |
$1.89K - $1.91K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-3.97KClosed |
$203K - $205K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-26Closed |
$1.33K - $1.34K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-78Closed |
$3.99K - $4.03K
|
0
$0
|