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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$228K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$2.67K - $2.71K
|
57
$2.72K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.85KNew |
$86.7K - $87.8K
|
1.85K
$88.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-305K- 94.73% |
$14.3M - $14.5M
|
17K
$811K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
326+ 77.07% |
$15.3K - $15.5K
|
749
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-900- 8.2% |
$42.2K - $42.7K
|
10.1K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-420- 92.92% |
$19.7K - $19.9K
|
32
$1.53K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
74K+ 1.55% |
$3.47M - $3.51M
|
4.84M
$231M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.9K- 95.0% |
$89K - $90.2K
|
100
$4.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 39.91% |
$616K - $624K
|
19.8K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
310New |
$14.5K - $14.7K
|
310
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 3.26% |
$6.89K - $6.98K
|
4.66K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
643+ 3.0% |
$30.1K - $30.5K
|
22.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.5K - $1.52K
|
32
$1.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-275- 92.91% |
$12.9K - $13.1K
|
21
$1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
473K+ 36.04% |
$22.1M - $22.4M
|
1.78M
$85.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.47K- 10.06% |
$68.9K - $69.8K
|
13.2K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 4.62% |
$2.72K - $2.75K
|
1.2K
$57.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
101New |
$4.73K - $4.79K
|
101
$4.82K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
172+ 9.48% |
$8.06K - $8.16K
|
1.99K
$94.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.75KNew |
$129K - $131K
|
2.75K
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
13.4K+ 4.9% |
$628K - $637K
|
287K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
804+ 386.54% |
$37.7K - $38.2K
|
1.01K
$48.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.12KNew |
$427K - $433K
|
9.12K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 74.41% |
$66.5K - $67.3K
|
488
$23.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-242- 27.25% |
$11.3K - $11.5K
|
646
$30.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.7KNew |
$454K - $460K
|
9.7K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-298- 2.53% |
$14K - $14.1K
|
11.5K
$548K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-900- 17.01% |
$42.2K - $42.7K
|
4.39K
$209K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
318+ 7.88% |
$14.9K - $15.1K
|
4.35K
$207K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
222+ 1.57% |
$10.4K - $10.5K
|
14.3K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5KNew |
$867K - $879K
|
18.5K
$883K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-275- 4.53% |
$12.9K - $13.1K
|
5.8K
$277K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.43KNew |
$67K - $67.9K
|
1.43K
$68.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40.2K- 71.54% |
$1.88M - $1.91M
|
16K
$762K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-59.2K- 90.69% |
$2.77M - $2.81M
|
6.08K
$290K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
118+ 0.95% |
$5.53K - $5.6K
|
12.5K
$595K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17K+ 2.57% |
$796K - $806K
|
678K
$32.3M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.03K- 14.2% |
$48K - $48.6K
|
6.19K
$295K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.2K- 41.31% |
$1.79M - $1.81M
|
54.2K
$2.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.92% |
$187 - $190
|
441
$21K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 72.37% |
$651K - $660K
|
5.31K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 200.0% |
$2.25K - $2.28K
|
72
$3.43K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 50.0% |
$14.1K - $14.2K
|
300
$14.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
632+ 6.31% |
$29.6K - $30K
|
10.6K
$507K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26New |
$1.22K - $1.23K
|
26
$1.24K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-245- 0.49% |
$11.5K - $11.6K
|
49.5K
$2.36M
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.29K+ 2660.3% |
$250K - $253K
|
5.49K
$262K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
2.02KNew |
$95K - $96.2K
|
2.02K
$96.1K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
181+ 56.74% |
$8.54K - $8.64K
|
500
$23.8K
|
|