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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.34KNew |
$346K - $350K
|
7.34K
$354K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-290- 0.67% |
$13.7K - $13.8K
|
42.8K
$2.06M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
134New |
$6.32K - $6.4K
|
134
$6.45K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29KNew |
$1.37M - $1.39M
|
29K
$1.4M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.56K- 14.57% |
$121K - $122K
|
15K
$723K
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.64K+ 5.32% |
$407K - $412K
|
171K
$8.24M
|
|
Q4 2023 | |||||||
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2K+ 167.36% |
$92K - $95.1K
|
3.2K
$154K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8Closed |
$368 - $380
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$828 - $856
|
13
$626
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.04KNew |
$232K - $240K
|
5.04K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 14.04% |
$67.6K - $69.9K
|
9K
$433K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.31K+ 10.85% |
$60K - $62.1K
|
13.3K
$642K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-565- 11.62% |
$26K - $26.9K
|
4.3K
$207K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
77K+ 87.81% |
$3.54M - $3.66M
|
165K
$7.93M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.35KNew |
$200K - $207K
|
4.35K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225K- 77.49% |
$10.3M - $10.7M
|
65.3K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
156New |
$7.18K - $7.42K
|
156
$7.51K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.34K- 35.67% |
$107K - $111K
|
4.21K
$203K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-430- 95.56% |
$19.8K - $20.5K
|
20
$963
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 11.68% |
$1.56K - $1.62K
|
257
$12.4K
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-55- 2.66% |
$2.53K - $2.62K
|
2.02K
$97K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.63KNew |
$213K - $220K
|
4.63K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.93K- 13.78% |
$227K - $234K
|
30.8K
$1.48M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
532New |
$24.5K - $25.3K
|
532
$25.6K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 0.98% |
$9.2K - $9.51K
|
20.1K
$968K
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
5.12KNew |
$235K - $243K
|
5.12K
$246K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.87KNew |
$316K - $327K
|
6.87K
$331K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.3K+ 6.86% |
$474K - $491K
|
161K
$7.74M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.4K- 61.07% |
$985K - $1.02M
|
13.7K
$657K
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-2.84K- 1.1% |
$130K - $135K
|
254K
$12.2M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 3.44% |
$1.75K - $1.81K
|
1.07K
$51.4K
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.3KNew |
$382K - $395K
|
8.3K
$400K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-201- 66.78% |
$9.25K - $9.56K
|
100
$4.82K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.11% |
$552 - $571
|
1.09K
$52.6K
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7.4K- 46.91% |
$340K - $352K
|
8.37K
$403K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 33.42% |
$5.98K - $6.18K
|
519
$25K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.4K- 65.0% |
$477K - $493K
|
5.59K
$269K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.33KNew |
$245K - $254K
|
5.33K
$257K
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-17.8K- 30.21% |
$821K - $849K
|
41.2K
$1.99M
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
185New |
$8.51K - $8.8K
|
185
$8.91K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$60.6K - $62.6K
|
1.32K
$63.4K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$736 - $761
|
16
$770
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$46 - $47.6
|
87
$4.19K
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 14.96% |
$46K - $47.6K
|
5.68K
$274K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$966 - $999
|
21
$1.01K
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.12KNew |
$281K - $291K
|
6.12K
$294K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$501K - $518K
|
10.9K
$525K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 18.15% |
$5.43K - $5.61K
|
532
$25.6K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-812- 63.24% |
$37.4K - $38.6K
|
472
$22.7K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$214K - $221K
|
4.66K
$224K
|