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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-180Closed |
$8.68K - $9.24K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.4KNew |
$453K - $483K
|
9.4K
$456K
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.5MClosed |
$169M - $179M
|
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
$25.1K
|
|
|
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
$234K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118Closed |
$5.69K - $6.06K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-91.7KClosed |
$4.42M - $4.71M
|
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
|
|
|
Oct 15, 2019
Q3 2019
|
Mc Adam, LLC
|
SELL
|
- |
-4.29KClosed |
$215K - $216K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Ckw Financial Group
|
SELL
|
- |
-814Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Twin Capital Management Inc
|
SELL
|
- |
-56KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-83.7KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-275Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.41KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9.65KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-72.2KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-901Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-107KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.69KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Aug 20, 2019
Q4 2018
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-5.7KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-8.66KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Truepoint, Inc.
|
SELL
|
- |
-47.1KClosed |
N/A
|
0
$0
|
|