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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8+ 0.34% |
$386 - $391
|
2.39K
$117K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-15- 2.51% |
$725 - $734
|
582
$28.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.1K+ 117.34% |
$487K - $493K
|
18.7K
$913K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.97% |
$2.08K - $2.1K
|
4.47K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
71.7KNew |
$3.47M - $3.51M
|
71.7K
$3.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.03K+ 3.09% |
$195K - $197K
|
135K
$6.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.25KNew |
$253K - $257K
|
5.25K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-5.75K- 13.3% |
$278K - $281K
|
37.5K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 0.11% |
$2.42K - $2.45K
|
46.9K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$644K - $652K
|
13.3K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.68K- 2.93% |
$274K - $278K
|
188K
$9.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12.5K+ 31.37% |
$606K - $614K
|
52.5K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
4.41K+ 9.2% |
$213K - $216K
|
52.3K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
40.2K+ 7.89% |
$1.94M - $1.97M
|
550K
$26.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 2.04% |
$496K - $503K
|
513K
$25.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
19.8K+ 9.08% |
$958K - $970K
|
238K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
458+ 174.14% |
$22.1K - $22.4K
|
721
$35.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 22.91% |
$110K - $111K
|
7.63K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
38.5K+ 3.47% |
$1.86M - $1.89M
|
1.15M
$56.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
114+ 0.26% |
$5.51K - $5.58K
|
43.7K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.29K+ 5.55% |
$449K - $454K
|
176K
$8.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.75K+ 2.15% |
$133K - $135K
|
131K
$6.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
338+ 0.46% |
$16.3K - $16.5K
|
74.3K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-197- 4.21% |
$9.52K - $9.64K
|
4.48K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
110+ 0.65% |
$5.31K - $5.38K
|
17.1K
$834K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$2.85K - $2.89K
|
59
$2.88K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
75.3K+ 40.19% |
$3.64M - $3.69M
|
263K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-41- 0.56% |
$1.98K - $2.01K
|
7.33K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
50+ 0.75% |
$2.42K - $2.45K
|
6.76K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 7.19% |
$49.6K - $50.3K
|
15.3K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.4K+ 38.69% |
$601K - $609K
|
44.6K
$2.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1K+ 19.87% |
$48.4K - $49K
|
6.04K
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.95K+ 31.21% |
$287K - $291K
|
25K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.65K+ 10.31% |
$418K - $423K
|
92.6K
$4.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-411- 3.71% |
$19.9K - $20.1K
|
10.7K
$521K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 3.4% |
$55.1K - $55.8K
|
32.4K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.91K- 0.41% |
$92.3K - $93.5K
|
466K
$22.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-837- 3.38% |
$40.4K - $41K
|
24K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-1.9K- 46.65% |
$91.6K - $92.8K
|
2.17K
$106K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
117New |
$5.65K - $5.72K
|
117
$5.72K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-22.5K- 50.37% |
$1.09M - $1.1M
|
22.2K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
661+ 4.01% |
$31.9K - $32.3K
|
17.1K
$838K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.57K- 4.29% |
$172K - $175K
|
79.7K
$3.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
120+ 2.15% |
$5.8K - $5.87K
|
5.69K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
317K+ 81.17% |
$15.3M - $15.5M
|
708K
$34.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
295+ 0.78% |
$14.3K - $14.4K
|
38K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
357+ 0.17% |
$17.2K - $17.5K
|
210K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46.4K+ 4.87% |
$2.24M - $2.27M
|
998K
$48.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.53K- 22.57% |
$219K - $222K
|
15.5K
$760K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.15% |
$242 - $245
|
3.44K
$168K
|