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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.03K- 14.2% |
$48K - $48.6K
|
6.19K
$298K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
480New |
$22.5K - $22.8K
|
480
$23.1K
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-308- 2.04% |
$14.4K - $14.6K
|
14.8K
$713K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.16K- 16.44% |
$195K - $197K
|
21.1K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.06K+ 4.18% |
$96.4K - $97.7K
|
51.3K
$2.47M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.2K- 41.31% |
$1.79M - $1.81M
|
54.2K
$2.61M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.92% |
$187 - $190
|
441
$21.2K
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 72.37% |
$651K - $660K
|
5.31K
$256K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
10.5K+ 10.15% |
$491K - $497K
|
114K
$5.48M
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.93K+ 7.28% |
$90.3K - $91.5K
|
28.4K
$1.37M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 200.0% |
$2.25K - $2.28K
|
72
$3.47K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 50.0% |
$14.1K - $14.2K
|
300
$14.4K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
632+ 6.31% |
$29.6K - $30K
|
10.6K
$512K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26New |
$1.22K - $1.23K
|
26
$1.25K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-245- 0.49% |
$11.5K - $11.6K
|
49.5K
$2.38M
|
|
Q1 2024 | |||||||
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.28K+ 43.51% |
$249K - $252K
|
17.4K
$838K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.36K+ 9.21% |
$253K - $256K
|
63.6K
$3.06M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 1.53% |
$660 - $668
|
932
$44.9K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
2.02KNew |
$95K - $96.2K
|
2.02K
$97K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
181+ 56.74% |
$8.54K - $8.64K
|
500
$24.1K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107New |
$5.05K - $5.11K
|
107
$5.15K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55KNew |
$73K - $73.8K
|
1.55K
$74.5K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.71K- 19.14% |
$80.6K - $81.6K
|
7.23K
$348K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.79KNew |
$367K - $372K
|
7.79K
$375K
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
29.7KNew |
$1.4M - $1.42M
|
29.7K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
665+ 7.32% |
$31.4K - $31.7K
|
9.75K
$470K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07K- 9.9% |
$333K - $337K
|
64.3K
$3.1M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-11.5K- 54.08% |
$540K - $547K
|
9.73K
$468K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$491K - $497K
|
10.4K
$501K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.96K+ 114.14% |
$375K - $380K
|
14.9K
$719K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-17.9K- 64.71% |
$844K - $854K
|
9.76K
$470K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$9.43K - $9.55K
|
200
$9.63K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.2K- 68.35% |
$716K - $725K
|
7.03K
$339K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-813- 2.97% |
$38.3K - $38.8K
|
26.5K
$1.28M
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-64K- 85.73% |
$3.02M - $3.05M
|
10.7K
$513K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-53K- 92.14% |
$2.5M - $2.53M
|
4.53K
$218K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5.95K+ 5.6% |
$280K - $284K
|
112K
$5.4M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.23KNew |
$200K - $202K
|
4.23K
$204K
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
98New |
$4.62K - $4.68K
|
98
$4.72K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.64K- 66.66% |
$455K - $460K
|
4.82K
$232K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 10.72% |
$24.1K - $24.4K
|
4.26K
$205K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-885- 76.96% |
$41.7K - $42.2K
|
265
$12.8K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.79KNew |
$320K - $324K
|
6.79K
$327K
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-16- 0.35% |
$755 - $764
|
4.53K
$218K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.78KNew |
$226K - $228K
|
4.78K
$230K
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
711+ 3.8% |
$33.5K - $33.9K
|
19.4K
$935K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
76New |
$3.58K - $3.63K
|
76
$3.66K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 28.36% |
$896 - $907
|
48
$2.31K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-586- 93.46% |
$27.6K - $28K
|
41
$1.97K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-32- 6.0% |
$1.51K - $1.53K
|
501
$24.1K
|