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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
544+ 4.8% |
$25.9K - $26.3K
|
11.9K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
524+ 3.58% |
$24.9K - $25.3K
|
15.2K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
492+ 0.75% |
$23.4K - $23.8K
|
65.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
470+ 4.84% |
$22.4K - $22.7K
|
10.2K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
461+ 8.48% |
$21.9K - $22.3K
|
5.9K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
446New |
$21.2K - $21.6K
|
446
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
342+ 1.57% |
$16.3K - $16.5K
|
22.1K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
327New |
$15.6K - $15.8K
|
327
$15.9K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
318+ 0.35% |
$15.1K - $15.4K
|
91K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
313New |
$14.9K - $15.1K
|
313
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
309+ 2.35% |
$14.7K - $14.9K
|
13.5K
$654K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
300+ 0.01% |
$14.3K - $14.5K
|
5.05M
$245M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
225New |
$10.7K - $10.9K
|
225
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
206+ 0.77% |
$9.8K - $9.96K
|
27.1K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
201New |
$9.57K - $9.72K
|
201
$9.76K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
179+ 3.37% |
$8.52K - $8.65K
|
5.5K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
152+ 0.18% |
$7.23K - $7.35K
|
83.8K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
138+ 0.51% |
$6.57K - $6.67K
|
27K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
128+ 0.1% |
$6.09K - $6.19K
|
129K
$6.28M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$5.57K - $5.66K
|
117
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$4.76K - $4.84K
|
100
$4.86K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
91+ 0.88% |
$4.33K - $4.4K
|
10.4K
$506K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
90+ 1.07% |
$4.28K - $4.35K
|
8.47K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
65+ 0.25% |
$3.09K - $3.14K
|
25.9K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55New |
$2.62K - $2.66K
|
55
$2.67K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
45+ 0.67% |
$2.14K - $2.18K
|
6.78K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 23.67% |
$1.9K - $1.93K
|
209
$10.1K
|
|
|
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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
33+ 0.97% |
$1.57K - $1.6K
|
3.45K
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
33+ 0.46% |
$1.57K - $1.6K
|
7.2K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.59% |
$1.33K - $1.35K
|
4.8K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.19K - $1.21K
|
25
$1.21K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.27% |
$1.14K - $1.16K
|
8.91K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 0.33% |
$952 - $967
|
5.99K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
19New |
$904 - $919
|
19
$922
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
19+ 1.74% |
$904 - $919
|
1.11K
$53.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15New |
$714 - $725
|
15
$728
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15New |
$714 - $725
|
15
$728
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$714 - $725
|
15
$728
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$286 - $290
|
5.54K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$95.2 - $96.7
|
2
$97.1
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.03% |
$47.6 - $48.4
|
3.32K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.92% |
$47.6 - $48.4
|
110
$5.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.6 - $48.4
|
518
$25.1K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
115KNew |
$5.47M - $5.58M
|
115K
$5.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
83K+ 51.55% |
$3.95M - $4.03M
|
244K
$11.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.9K+ 22.49% |
$1.8M - $1.84M
|
206K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
28.4KNew |
$1.35M - $1.38M
|
28.4K
$1.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
17.5K+ 30.31% |
$832K - $849K
|
75.1K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 20.57% |
$771K - $787K
|
95K
$4.61M
|
|