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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-157- 3.56% |
$7.47K - $7.59K
|
4.25K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
269KNew |
$12.8M - $13M
|
269K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.4K+ 12.44% |
$494K - $502K
|
93.9K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.7K- 6.8% |
$176K - $179K
|
50.7K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16K+ 11.97% |
$762K - $774K
|
150K
$7.27M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.9K- 24.29% |
$376K - $382K
|
24.6K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.82K- 12.99% |
$182K - $185K
|
25.6K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
4.58K+ 2.23% |
$218K - $221K
|
210K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8+ 0.06% |
$381 - $387
|
13.7K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
492+ 0.75% |
$23.4K - $23.8K
|
65.7K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.82K+ 2.79% |
$182K - $185K
|
140K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 2.5% |
$780K - $792K
|
672K
$32.6M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.05K- 3.54% |
$49.7K - $50.5K
|
28.5K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
138+ 0.51% |
$6.57K - $6.67K
|
27K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
318+ 0.35% |
$15.1K - $15.4K
|
91K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.06K+ 38.74% |
$288K - $293K
|
21.7K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-994- 36.88% |
$47.3K - $48.1K
|
1.7K
$82.6K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-107K- 93.51% |
$5.08M - $5.16M
|
7.41K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-705- 0.92% |
$33.6K - $34.1K
|
76.2K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.7KNew |
$555K - $563K
|
11.7K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.01K+ 2.23% |
$143K - $145K
|
138K
$6.69M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
45+ 0.67% |
$2.14K - $2.18K
|
6.78K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$5.57K - $5.66K
|
117
$5.68K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
46.5K+ 10.14% |
$2.21M - $2.25M
|
505K
$24.5M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
19+ 1.74% |
$904 - $919
|
1.11K
$53.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
757+ 3.76% |
$36K - $36.6K
|
20.9K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.03% |
$47.6 - $48.4
|
3.32K
$161K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 2.34% |
$63.7K - $64.7K
|
55.9K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
206+ 0.77% |
$9.8K - $9.96K
|
27.1K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-308- 1.11% |
$14.7K - $14.9K
|
27.5K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-831- 6.54% |
$39.5K - $40.2K
|
11.9K
$577K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.52K+ 8.28% |
$120K - $122K
|
32.9K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.31K+ 4.86% |
$110K - $112K
|
49.9K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
152+ 0.18% |
$7.23K - $7.35K
|
83.8K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.77K- 61.03% |
$179K - $182K
|
2.41K
$117K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$286 - $290
|
5.54K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 2.98% |
$714 - $725
|
489
$23.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-137- 0.86% |
$6.52K - $6.62K
|
15.9K
$770K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
39+ 0.28% |
$1.86K - $1.89K
|
13.8K
$668K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
610+ 762.5% |
$29K - $29.5K
|
690
$33.5K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 17.75% |
$56.5K - $57.4K
|
5.51K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.17K+ 13.09% |
$103K - $105K
|
18.7K
$908K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.95K+ 3.43% |
$426K - $433K
|
270K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
48K+ 11.24% |
$2.28M - $2.32M
|
475K
$23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.74K- 21.97% |
$178K - $181K
|
13.3K
$645K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-42- 0.7% |
$2K - $2.03K
|
5.99K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.44K- 5.28% |
$116K - $118K
|
43.7K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
128+ 0.1% |
$6.09K - $6.19K
|
129K
$6.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
544+ 4.8% |
$25.9K - $26.3K
|
11.9K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$95.2 - $96.7
|
2
$97.1
|