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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
419+ 7.45% |
$19.8K - $20.4K
|
6.04K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
101+ 0.75% |
$4.77K - $4.92K
|
13.6K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
10K+ 8.82% |
$473K - $489K
|
124K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-968- 7.12% |
$45.7K - $47.2K
|
12.6K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-540K- 94.35% |
$25.5M - $26.3M
|
32.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
233+ 1.23% |
$11K - $11.4K
|
19.2K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-400- 0.3% |
$18.9K - $19.5K
|
131K
$6.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.19K- 5.31% |
$245K - $253K
|
92.7K
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-591- 64.38% |
$27.9K - $28.8K
|
327
$15.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.8% |
$425 - $439
|
1.13K
$53.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19K+ 30.8% |
$895K - $924K
|
80.5K
$3.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.49K+ 4.62% |
$164K - $170K
|
78.9K
$3.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 4.34% |
$11.8K - $12.2K
|
5.51K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.08K+ 11.65% |
$145K - $150K
|
29.5K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-74.6K- 71.35% |
$3.52M - $3.63M
|
29.9K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.17K+ 0.92% |
$244K - $252K
|
566K
$27M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
318+ 1.21% |
$15K - $15.5K
|
26.6K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
274New |
$12.9K - $13.4K
|
274
$13.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1K+ 6.45% |
$664K - $686K
|
232K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.86K+ 45.59% |
$229K - $237K
|
15.5K
$741K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-27.3K- 60.63% |
$1.29M - $1.33M
|
17.7K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.13KNew |
$195K - $201K
|
4.13K
$197K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-730- 10.1% |
$34.4K - $35.6K
|
6.5K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23.8K- 7.77% |
$1.13M - $1.16M
|
283K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.11K+ 8.77% |
$241K - $249K
|
63.3K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
32+ 0.38% |
$1.51K - $1.56K
|
8.51K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-310- 0.72% |
$14.6K - $15.1K
|
43K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.91K- 39.92% |
$137K - $142K
|
4.38K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 98.95% |
$4.43K - $4.58K
|
1
$47.7
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.61KNew |
$76.1K - $78.7K
|
1.61K
$77K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 16.06% |
$50K - $51.7K
|
5.54K
$264K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 6.97% |
$52.4K - $54.2K
|
14.8K
$707K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.33K- 4.69% |
$157K - $162K
|
67.7K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
60+ 6.41% |
$2.83K - $2.92K
|
996
$47.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.82K+ 3.58% |
$133K - $137K
|
81.6K
$3.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.33K- 1.88% |
$62.7K - $64.8K
|
69.4K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3.3KNew |
$156K - $161K
|
3.3K
$157K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 2.67% |
$712K - $736K
|
579K
$27.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.84K+ 13.51% |
$417K - $431K
|
74.3K
$3.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.07% |
$4.29K - $4.44K
|
4.49K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
326+ 3.69% |
$15.4K - $15.9K
|
9.17K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.75K+ 14.99% |
$177K - $183K
|
28.7K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-3.42K- 1.53% |
$161K - $167K
|
220K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.07KNew |
$239K - $247K
|
5.07K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.31M - $1.36M
|
27.8K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
98+ 0.62% |
$4.62K - $4.78K
|
16K
$762K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.72K- 27.32% |
$128K - $133K
|
7.23K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
528+ 10.56% |
$24.9K - $25.7K
|
5.53K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-400- 5.69% |
$18.9K - $19.5K
|
6.64K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.54K+ 7.44% |
$450K - $465K
|
138K
$6.57M
|