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 |
---|---|---|---|---|---|---|---|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-689Closed |
$35.4K - $35.6K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-41.1KClosed |
$2.11M - $2.13M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-67.6KClosed |
$3.39M - $3.48M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-393Closed |
$19.7K - $20.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.5KNew |
$678K - $697K
|
13.5K
$652K
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-6.73KClosed |
$338K - $347K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-6.73KClosed |
$338K - $347K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
1.17KNew |
$58.4K - $60K
|
1.17K
$56.1K
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5Closed |
$251 - $257
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-5.24KClosed |
$263K - $270K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-221Closed |
$11.1K - $11.4K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-325- 0.11% |
$16.3K - $16.7K
|
294K
$14.1M
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5Closed |
$251 - $257
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.64KClosed |
$283K - $290K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Verde Capital Management
|
SELL
|
- |
-42.3KClosed |
$2.12M - $2.18M
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-363Closed |
$18.2K - $18.7K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-247Closed |
$12.4K - $12.7K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.32KClosed |
$217K - $222K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 16, 2023
Q1 2020
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-76.4KClosed |
$3.68M - $3.92M
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
110+ 4.35% |
$5.31K - $5.65K
|
2.64K
$127K
|
|
May 15, 2020
Q1 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.4KNew |
$453K - $483K
|
9.4K
$453K
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.5MClosed |
$169M - $179M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-180Closed |
$8.68K - $9.24K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.34KClosed |
$209K - $223K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-13KClosed |
$626K - $666K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.7KClosed |
$227K - $241K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.27KClosed |
$254K - $270K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
518New |
$25K - $26.6K
|
518
$24.9K
|
|
May 05, 2020
Q1 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-265Closed |
$12.8K - $13.6K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-40.8KClosed |
$1.97M - $2.1M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.81KNew |
$232K - $247K
|
4.81K
$232K
|
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-91.7KClosed |
$4.42M - $4.71M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118Closed |
$5.69K - $6.06K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-334KClosed |
$16.1M - $17.2M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Bcm Advisors, LLC
|
SELL
|
- |
-283KClosed |
$13.7M - $14.5M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-1.89KClosed |
$91.2K - $97K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-4.27KClosed |
$206K - $219K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Monument Capital Management
|
SELL
|
- |
-17.6KClosed |
$848K - $903K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-11.8KClosed |
$567K - $604K
|
0
$0
|
|
Q4 2019 | |||||||
Nov 18, 2022
Q4 2019
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-73.5KClosed |
$3.69M - $3.72M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.16KClosed |
$209K - $211K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.43KClosed |
$71.6K - $72.1K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Flc Capital Advisors
|
SELL
|
- |
-4.03KClosed |
$203K - $204K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-218Closed |
$10.9K - $11K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.98KClosed |
$200K - $201K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-101KClosed |
$5.06M - $5.09M
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.75KClosed |
$239K - $240K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.85KClosed |
$193K - $194K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-280Closed |
$14.1K - $14.1K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.85KClosed |
$294K - $295K
|
0
$0
|