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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.87KNew |
$87.2K - $88.6K
|
1.87K
$90K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500New |
$23.3K - $23.7K
|
500
$24.1K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
248New |
$11.6K - $11.8K
|
248
$11.9K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
176New |
$8.21K - $8.34K
|
176
$8.47K
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
158+ 1.67% |
$7.37K - $7.49K
|
9.63K
$464K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
99+ 1.2% |
$4.62K - $4.69K
|
8.33K
$401K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$3.5K - $3.55K
|
75
$3.61K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
35+ 0.56% |
$1.63K - $1.66K
|
6.32K
$304K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
19+ 0.37% |
$886 - $900
|
5.11K
$246K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$606 - $616
|
13
$626
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.59% |
$187 - $190
|
684
$32.9K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$46.6 - $47.4
|
5
$241
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
162KNew |
$7.5M - $7.68M
|
162K
$7.82M
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
93.9KNew |
$4.34M - $4.44M
|
93.9K
$4.52M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34KNew |
$1.57M - $1.61M
|
34K
$1.64M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
10.9KNew |
$503K - $515K
|
10.9K
$525K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.77KNew |
$405K - $415K
|
8.77K
$422K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.15K+ 57.24% |
$330K - $338K
|
19.6K
$945K
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.4KNew |
$295K - $303K
|
6.4K
$308K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.09KNew |
$189K - $193K
|
4.09K
$197K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.34K+ 23.44% |
$108K - $111K
|
12.3K
$593K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$89.3K - $91.4K
|
1.93K
$93.1K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
844New |
$39K - $39.9K
|
844
$40.6K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
290New |
$13.4K - $13.7K
|
290
$14K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
181New |
$8.35K - $8.56K
|
181
$8.72K
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.56% |
$4.57K - $4.68K
|
17.9K
$861K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
48+ 2400.0% |
$2.22K - $2.27K
|
50
$2.41K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$969 - $993
|
21
$1.01K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
14New |
$646 - $662
|
14
$674
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11+ 0.28% |
$508 - $520
|
3.95K
$190K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.22% |
$415 - $426
|
4.19K
$202K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 23.68% |
$415 - $426
|
47
$2.26K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
334K+ 314.46% |
$15.2M - $15.7M
|
440K
$21.2M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
28.1K+ 556.56% |
$1.28M - $1.31M
|
33.1K
$1.59M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.9KNew |
$452K - $464K
|
9.9K
$477K
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.31KNew |
$424K - $436K
|
9.31K
$448K
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9.25KNew |
$422K - $433K
|
9.25K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.82K+ 19.61% |
$402K - $413K
|
53.8K
$2.59M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
6.26KNew |
$285K - $293K
|
6.26K
$301K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.65KNew |
$212K - $218K
|
4.65K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.33KNew |
$197K - $203K
|
4.33K
$208K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.33K+ 14.93% |
$106K - $109K
|
17.9K
$863K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
306New |
$14K - $14.3K
|
306
$14.7K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
98New |
$4.47K - $4.59K
|
98
$4.72K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
85+ 0.72% |
$3.88K - $3.98K
|
11.8K
$570K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$2.78K - $2.86K
|
61
$2.94K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.17K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$96.3
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.45% |
$45.6 - $46.8
|
70
$3.37K
|