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 |
---|---|---|---|---|---|---|---|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
48+ 2400.0% |
$2.22K - $2.27K
|
50
$2.43K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$969 - $993
|
21
$1.02K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
14New |
$646 - $662
|
14
$680
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11+ 0.28% |
$508 - $520
|
3.95K
$192K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.22% |
$415 - $426
|
4.19K
$204K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 23.68% |
$415 - $426
|
47
$2.28K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
334K+ 314.46% |
$15.2M - $15.7M
|
440K
$21.4M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
28.1K+ 556.56% |
$1.28M - $1.31M
|
33.1K
$1.61M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.9KNew |
$452K - $464K
|
9.9K
$481K
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.31KNew |
$424K - $436K
|
9.31K
$452K
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9.25KNew |
$422K - $433K
|
9.25K
$449K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.82K+ 19.61% |
$402K - $413K
|
53.8K
$2.61M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
6.26KNew |
$285K - $293K
|
6.26K
$304K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.65KNew |
$212K - $218K
|
4.65K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.33KNew |
$197K - $203K
|
4.33K
$210K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.33K+ 14.93% |
$106K - $109K
|
17.9K
$871K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
306New |
$14K - $14.3K
|
306
$14.9K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
98New |
$4.47K - $4.59K
|
98
$4.76K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
85+ 0.72% |
$3.88K - $3.98K
|
11.8K
$574K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$2.78K - $2.86K
|
61
$2.96K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$97.1
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.45% |
$45.6 - $46.8
|
70
$3.4K
|
|
Q3 2022 | |||||||
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12.5KNew |
$573K - $598K
|
12.5K
$606K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.9KNew |
$455K - $474K
|
9.9K
$481K
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5.57KNew |
$256K - $267K
|
5.57K
$270K
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$216K - $225K
|
4.7K
$228K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.41K+ 0.29% |
$156K - $163K
|
1.18M
$57.3M
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.1KNew |
$142K - $148K
|
3.1K
$150K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1KNew |
$45.9K - $47.9K
|
1K
$48.6K
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
350+ 17.72% |
$16.1K - $16.8K
|
2.33K
$113K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91+ 1.11% |
$4.18K - $4.36K
|
8.28K
$402K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.35K - $3.5K
|
73
$3.54K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42New |
$1.93K - $2.01K
|
42
$2.04K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$919 - $958
|
9.54K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.49% |
$230 - $240
|
1.02K
$49.6K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$138 - $144
|
568
$27.6K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
461KNew |
$21.6M - $22.3M
|
461K
$22.4M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$5.78M - $5.97M
|
124K
$6M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
54KNew |
$2.52M - $2.61M
|
54K
$2.62M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.65KNew |
$451K - $466K
|
9.65K
$468K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.39KNew |
$346K - $357K
|
7.39K
$359K
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.58KNew |
$308K - $318K
|
6.58K
$320K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.25KNew |
$246K - $254K
|
5.25K
$255K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95KNew |
$231K - $239K
|
4.95K
$240K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
4.88KNew |
$228K - $236K
|
4.88K
$237K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
891New |
$41.7K - $43K
|
891
$43.3K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
404+ 5.13% |
$18.9K - $19.5K
|
8.29K
$402K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$11K - $11.4K
|
235
$11.4K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.9K - $11.2K
|
232
$11.3K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.59K - $1.64K
|
34
$1.65K
|