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 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-131- 2.1% |
$6.18K - $6.38K
|
6.1K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 5.97% |
$92.5K - $95.5K
|
30.8K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$472 - $487
|
10
$477
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
500+ 4.28% |
$23.6K - $24.4K
|
12.2K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5+ 1.01% |
$236 - $244
|
498
$23.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.28KNew |
$202K - $209K
|
4.28K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.66K+ 8.5% |
$78.1K - $80.7K
|
21.1K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.79K- 13.27% |
$320K - $331K
|
44.4K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
35.7K+ 3.68% |
$1.68M - $1.74M
|
1.01M
$47.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.9K+ 10.56% |
$137K - $141K
|
30.3K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.91K- 4.27% |
$137K - $142K
|
65.2K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
47.9K+ 3.84% |
$2.26M - $2.34M
|
1.29M
$61.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
651+ 6.8% |
$30.7K - $31.7K
|
10.2K
$487K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
665+ 14.36% |
$31.4K - $32.4K
|
5.3K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.89K+ 1.42% |
$136K - $141K
|
206K
$9.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.9K+ 83.82% |
$1.08M - $1.11M
|
50.1K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.17K- 5.56% |
$55.3K - $57.2K
|
19.9K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
267K+ 152.8% |
$12.6M - $13M
|
441K
$21M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-517- 3.21% |
$24.4K - $25.2K
|
15.6K
$744K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-425- 2.32% |
$20.1K - $20.7K
|
17.9K
$855K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
90+ 1.58% |
$4.25K - $4.39K
|
5.79K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
218+ 0.13% |
$10.3K - $10.6K
|
168K
$8M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
34.4K+ 9.62% |
$1.63M - $1.68M
|
393K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
562+ 1.37% |
$26.5K - $27.4K
|
41.7K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-224- 1.41% |
$10.6K - $10.9K
|
15.7K
$749K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.04K- 6.54% |
$49.2K - $50.8K
|
14.9K
$711K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.44K- 8.27% |
$68K - $70.2K
|
16K
$762K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
2.67K+ 9.21% |
$126K - $130K
|
31.6K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
91+ 18.96% |
$4.29K - $4.44K
|
571
$27.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
428+ 1.0% |
$20.2K - $20.9K
|
43.3K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
8.08K+ 9.8% |
$381K - $394K
|
90.5K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
56KNew |
$2.64M - $2.73M
|
56K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 9.26% |
$698K - $721K
|
145K
$6.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12.9K+ 9.41% |
$611K - $631K
|
150K
$7.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
12.5K+ 7.34% |
$591K - $610K
|
183K
$8.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-270- 3.31% |
$12.7K - $13.2K
|
7.89K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.41K+ 2.29% |
$114K - $117K
|
108K
$5.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 14.39% |
$3.68K - $3.8K
|
464
$22.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.15K+ 11.54% |
$385K - $397K
|
78.8K
$3.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-619- 0.8% |
$29.2K - $30.2K
|
77K
$3.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
98+ 0.98% |
$4.62K - $4.78K
|
10.1K
$481K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.9K- 52.19% |
$1.18M - $1.21M
|
22.8K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-749- 1.57% |
$35.3K - $36.5K
|
46.9K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
161KNew |
$7.6M - $7.85M
|
161K
$7.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-555- 1.95% |
$26.2K - $27.1K
|
27.8K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-717- 8.52% |
$33.8K - $34.9K
|
7.7K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-129- 0.44% |
$6.09K - $6.29K
|
29K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-581- 9.06% |
$27.4K - $28.3K
|
5.83K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.18K+ 23.85% |
$150K - $155K
|
16.5K
$787K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-390- 1.12% |
$18.4K - $19K
|
34.3K
$1.64M
|