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 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.53KClosed |
$78.6K - $79.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-679- 13.06% |
$34.9K - $35.1K
|
4.52K
$216K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-8.47KClosed |
$435K - $438K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.48KClosed |
$76K - $76.4K
|
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
$286K
|
|
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
$143
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-106- 14.11% |
$5.44K - $5.47K
|
645
$30.8K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.1KNew |
$108K - $108K
|
2.1K
$99.9K
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-4.11KClosed |
$211K - $212K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-103Closed |
$5.29K - $5.32K
|
0
$0
|
|
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
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.5KNew |
$678K - $697K
|
13.5K
$645K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-393Closed |
$19.7K - $20.2K
|
0
$0
|
|
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
$55.5K
|
|
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
$14M
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.64KClosed |
$283K - $290K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5Closed |
$251 - $257
|
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
$126K
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-180Closed |
$8.68K - $9.24K
|
0
$0
|
|
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
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.4KNew |
$453K - $483K
|
9.4K
$448K
|
|
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
$24.7K
|
|
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
$229K
|
|
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
|