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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.9K- 6.67% |
$1.9M - $1.93M
|
558K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 5.99% |
$976K - $992K
|
363K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.47K- 99.98% |
$308K - $313K
|
1
$48.6
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.02K+ 1.48% |
$144K - $146K
|
207K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-398- 5.56% |
$18.9K - $19.2K
|
6.76K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
129KNew |
$6.12M - $6.22M
|
129K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.25K- 1.74% |
$202K - $205K
|
240K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.61K+ 4.21% |
$124K - $126K
|
64.7K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 9.5% |
$529K - $538K
|
106K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.16K+ 3.29% |
$150K - $153K
|
99.2K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-582- 4.96% |
$27.7K - $28.1K
|
11.2K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 42.9% |
$564K - $573K
|
15.8K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-556- 4.63% |
$26.5K - $26.9K
|
11.4K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 1.79% |
$747K - $759K
|
894K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 6.74% |
$72.7K - $73.9K
|
21.1K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.9K+ 5.1% |
$4.61M - $4.69M
|
2M
$96.9M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
875+ 12.14% |
$41.6K - $42.3K
|
8.09K
$393K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.44K- 20.28% |
$164K - $166K
|
13.5K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 2.26% |
$826K - $840K
|
749K
$36.4M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.24K+ 1.28% |
$297K - $302K
|
492K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-2.78K- 2.11% |
$132K - $134K
|
129K
$6.24M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.62K+ 6.63% |
$124K - $126K
|
42.1K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 24.14% |
$63.6K - $64.6K
|
6.88K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
19New |
$904 - $919
|
19
$922
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.44K+ 18.45% |
$306K - $311K
|
41.3K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.3K- 25.62% |
$2.01M - $2.04M
|
123K
$5.96M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
461+ 8.48% |
$21.9K - $22.3K
|
5.9K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.46K+ 7.64% |
$212K - $216K
|
62.8K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.15K+ 44.89% |
$245K - $249K
|
16.6K
$806K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-149- 48.22% |
$7.09K - $7.2K
|
160
$7.77K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
580+ 13.19% |
$27.6K - $28K
|
4.98K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.64K- 17.93% |
$173K - $176K
|
16.7K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-535- 3.65% |
$25.5K - $25.9K
|
14.1K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 8.11% |
$826K - $839K
|
197K
$9.55M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.9K- 18.38% |
$662K - $673K
|
61.8K
$3M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-33- 0.09% |
$1.57K - $1.6K
|
38K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.15K- 8.5% |
$150K - $152K
|
33.9K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
82.9K+ 100.86% |
$3.95M - $4.01M
|
165K
$8.02M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.1KNew |
$717K - $729K
|
15.1K
$732K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.3K- 31.19% |
$488K - $496K
|
22.6K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.77K+ 9.95% |
$84K - $85.4K
|
19.5K
$947K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.27% |
$1.14K - $1.16K
|
8.91K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-83.6K- 2.72% |
$3.98M - $4.04M
|
2.98M
$145M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-5.16K- 28.03% |
$246K - $249K
|
13.2K
$643K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-653- 16.61% |
$31.1K - $31.6K
|
3.28K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 1.69% |
$1.57K - $1.6K
|
1.92K
$93.3K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
179+ 3.37% |
$8.52K - $8.65K
|
5.5K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.15K+ 3.76% |
$150K - $152K
|
87K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
56.2KNew |
$2.68M - $2.72M
|
56.2K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.53K- 7.08% |
$72.7K - $73.9K
|
20K
$973K
|