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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.39K+ 3.93% |
$306K - $311K
|
169K
$8.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
295+ 0.54% |
$14.1K - $14.4K
|
55.2K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.02K+ 1.95% |
$193K - $196K
|
210K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-758- 44.56% |
$36.3K - $36.9K
|
943
$45.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.28K+ 3.09% |
$61.2K - $62.1K
|
42.6K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-710- 2.49% |
$34K - $34.5K
|
27.8K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.85K- 1.45% |
$136K - $139K
|
194K
$9.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12- 0.01% |
$575 - $584
|
150K
$7.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
29K+ 197.23% |
$1.39M - $1.41M
|
43.7K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10- 1.47% |
$479 - $487
|
669
$32.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-634- 2.11% |
$30.4K - $30.8K
|
29.4K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
651+ 15.32% |
$31.2K - $31.7K
|
4.9K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-4.14K- 86.99% |
$198K - $201K
|
619
$30.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.03K+ 2.65% |
$49.3K - $50.1K
|
39.9K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-133- 0.42% |
$6.37K - $6.47K
|
31.9K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-992- 17.89% |
$47.5K - $48.3K
|
4.55K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.88% |
$78.2K - $79.4K
|
88.6K
$4.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-107K- 51.9% |
$5.14M - $5.22M
|
99.4K
$4.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.89K- 0.52% |
$90.3K - $91.7K
|
363K
$17.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.28K+ 52.85% |
$301K - $305K
|
18.2K
$882K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-963- 11.91% |
$46.1K - $46.8K
|
7.12K
$346K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
38+ 0.19% |
$1.82K - $1.85K
|
20.1K
$975K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.9 - $48.7
|
519
$25.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.69K+ 9.76% |
$80.7K - $82K
|
19K
$921K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
330+ 6.88% |
$15.8K - $16.1K
|
5.13K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 2.93% |
$814 - $827
|
597
$29K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-40K- 2.9% |
$1.91M - $1.95M
|
1.34M
$65M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.63K+ 1394.02% |
$78.1K - $79.3K
|
1.75K
$84.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
8.94K+ 8.45% |
$428K - $435K
|
115K
$5.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 0.52% |
$479 - $487
|
1.93K
$93.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-424- 7.27% |
$20.3K - $20.6K
|
5.41K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-276- 3.26% |
$13.2K - $13.4K
|
8.2K
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
40.8K+ 19.48% |
$1.96M - $1.99M
|
250K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.27K+ 24.53% |
$60.8K - $61.7K
|
6.44K
$313K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-24.3K- 4.93% |
$1.16M - $1.18M
|
468K
$22.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-739- 53.47% |
$35.4K - $36K
|
643
$31.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
2K+ 1.56% |
$95.8K - $97.3K
|
131K
$6.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.21K- 9.4% |
$106K - $107K
|
21.3K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 1.24% |
$92.5K - $94K
|
158K
$7.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.74K+ 25.35% |
$83.5K - $84.8K
|
8.62K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
29+ 0.24% |
$1.39K - $1.41K
|
11.9K
$579K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 48.84% |
$1.02M - $1.04M
|
22.3K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
68+ 14.41% |
$3.26K - $3.31K
|
540
$26.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.26K- 7.34% |
$252K - $256K
|
66.4K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.62K- 0.63% |
$173K - $176K
|
571K
$27.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-359- 3.53% |
$17.2K - $17.5K
|
9.82K
$477K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9K+ 68.47% |
$520K - $528K
|
26.7K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
222+ 1.65% |
$10.6K - $10.8K
|
13.7K
$665K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-48- 0.17% |
$2.3K - $2.34K
|
27.4K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.66K- 4.37% |
$127K - $129K
|
58.3K
$2.83M
|