Latest Institutional Purchases of Ihares Core 1 5 Years Usd Bond (ISTB)
This list provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
220+ 3.45% |
$10.3K - $10.4K
|
6.6K
$318K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
211+ 2.25% |
$9.88K - $10K
|
9.57K
$461K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
184+ 3.04% |
$8.62K - $8.73K
|
6.23K
$300K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
172+ 9.48% |
$8.06K - $8.16K
|
1.99K
$95.7K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
160+ 500.0% |
$7.49K - $7.59K
|
192
$9.24K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 3.26% |
$6.89K - $6.98K
|
4.66K
$224K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
118+ 0.95% |
$5.53K - $5.6K
|
12.5K
$601K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
109+ 0.42% |
$5.11K - $5.17K
|
26.3K
$1.27M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
105+ 72.92% |
$4.92K - $4.98K
|
249
$12K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
101New |
$4.73K - $4.79K
|
101
$4.86K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94+ 9400.0% |
$4.4K - $4.46K
|
95
$4.57K
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
72+ 1.47% |
$3.37K - $3.42K
|
4.96K
$239K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
68+ 0.13% |
$3.19K - $3.23K
|
51.2K
$2.46M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$2.67K - $2.71K
|
57
$2.74K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 0.87% |
$2.58K - $2.61K
|
6.41K
$309K
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
54+ 0.34% |
$2.53K - $2.56K
|
16.1K
$776K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 200.0% |
$2.25K - $2.28K
|
72
$3.47K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47+ 0.11% |
$2.2K - $2.23K
|
43.8K
$2.11M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
43+ 0.62% |
$2.01K - $2.04K
|
7.03K
$338K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
37+ 4.12% |
$1.73K - $1.76K
|
936
$45.1K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.5K - $1.52K
|
32
$1.54K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29+ 0.5% |
$1.36K - $1.38K
|
5.81K
$280K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26New |
$1.22K - $1.23K
|
26
$1.25K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
14+ 0.09% |
$656 - $664
|
15.9K
$768K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8+ 0.84% |
$375 - $380
|
959
$46.2K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8+ 0.01% |
$375 - $380
|
105K
$5.07M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.92% |
$187 - $190
|
441
$21.2K
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.0% |
$46.8 - $47.5
|
27.4K
$1.32M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
29.7KNew |
$1.4M - $1.42M
|
29.7K
$1.43M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29KNew |
$1.37M - $1.39M
|
29K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$491K - $497K
|
10.4K
$501K
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.64K+ 5.32% |
$407K - $412K
|
171K
$8.24M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.96K+ 114.14% |
$375K - $380K
|
14.9K
$719K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.79KNew |
$367K - $372K
|
7.79K
$375K
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.34KNew |
$346K - $350K
|
7.34K
$354K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.79KNew |
$320K - $324K
|
6.79K
$327K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5.95K+ 5.6% |
$280K - $284K
|
112K
$5.4M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.36K+ 9.21% |
$253K - $256K
|
63.6K
$3.06M
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.28K+ 43.51% |
$249K - $252K
|
17.4K
$838K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.78KNew |
$226K - $228K
|
4.78K
$230K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.23KNew |
$200K - $202K
|
4.23K
$204K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
2.02KNew |
$95K - $96.2K
|
2.02K
$97K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55KNew |
$73K - $73.8K
|
1.55K
$74.5K
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
711+ 3.8% |
$33.5K - $33.9K
|
19.4K
$935K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
665+ 7.32% |
$31.4K - $31.7K
|
9.75K
$470K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$9.43K - $9.55K
|
200
$9.63K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
181+ 56.74% |
$8.54K - $8.64K
|
500
$24.1K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
134New |
$6.32K - $6.4K
|
134
$6.45K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107New |
$5.05K - $5.11K
|
107
$5.15K
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
98New |
$4.62K - $4.68K
|
98
$4.72K
|