Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-926- 9.92% |
$43.4K - $43.9K
|
8.41K
$405K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-900- 8.2% |
$42.2K - $42.7K
|
10.1K
$485K
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-900- 17.01% |
$42.2K - $42.7K
|
4.39K
$211K
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-880- 4.81% |
$41.2K - $41.8K
|
17.4K
$839K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-841- 10.68% |
$39.4K - $39.9K
|
7.04K
$339K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-736- 1.42% |
$34.5K - $34.9K
|
51.1K
$2.46M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.22% |
$33.5K - $34K
|
57.9K
$2.79M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-458- 0.47% |
$21.5K - $21.7K
|
97.9K
$4.71M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-420- 92.92% |
$19.7K - $19.9K
|
32
$1.54K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-394- 1.3% |
$18.5K - $18.7K
|
29.9K
$1.44M
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-353- 0.16% |
$16.5K - $16.8K
|
224K
$10.8M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-349- 31.33% |
$16.3K - $16.6K
|
765
$36.8K
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-308- 2.04% |
$14.4K - $14.6K
|
14.8K
$713K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 50.0% |
$14.1K - $14.2K
|
300
$14.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-298- 2.53% |
$14K - $14.1K
|
11.5K
$554K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-275- 92.91% |
$12.9K - $13.1K
|
21
$1.01K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-275- 4.53% |
$12.9K - $13.1K
|
5.8K
$279K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-263- 1.62% |
$12.3K - $12.5K
|
15.9K
$767K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-245- 0.49% |
$11.5K - $11.6K
|
49.5K
$2.38M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-242- 27.25% |
$11.3K - $11.5K
|
646
$31.1K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-200- 0.91% |
$9.37K - $9.49K
|
21.7K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-186- 0.39% |
$8.71K - $8.83K
|
47.7K
$2.3M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-177- 3.06% |
$8.29K - $8.4K
|
5.61K
$270K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-152- 3.18% |
$7.12K - $7.21K
|
4.63K
$223K
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-100- 0.08% |
$4.68K - $4.75K
|
132K
$6.34M
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-89- 0.2% |
$4.17K - $4.22K
|
43.4K
$2.09M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 1.34% |
$3.65K - $3.7K
|
5.76K
$277K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-77- 0.77% |
$3.61K - $3.65K
|
9.95K
$479K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-61- 0.45% |
$2.86K - $2.9K
|
13.6K
$655K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 4.62% |
$2.72K - $2.75K
|
1.2K
$57.7K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-28- 0.1% |
$1.31K - $1.33K
|
28.9K
$1.39M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-25- 4.83% |
$1.17K - $1.19K
|
493
$23.7K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16- 0.02% |
$749 - $759
|
74.2K
$3.57M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9- 0.05% |
$422 - $427
|
19.6K
$942K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-6- 0.27% |
$281 - $285
|
2.24K
$108K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6- 0.14% |
$281 - $285
|
4.34K
$209K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-64K- 85.73% |
$3.02M - $3.05M
|
10.7K
$513K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-53K- 92.14% |
$2.5M - $2.53M
|
4.53K
$218K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-17.9K- 64.71% |
$844K - $854K
|
9.76K
$470K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.2K- 68.35% |
$716K - $725K
|
7.03K
$339K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-11.5K- 54.08% |
$540K - $547K
|
9.73K
$468K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.64K- 66.66% |
$455K - $460K
|
4.82K
$232K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07K- 9.9% |
$333K - $337K
|
64.3K
$3.1M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.56K- 14.57% |
$121K - $122K
|
15K
$723K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.71K- 19.14% |
$80.6K - $81.6K
|
7.23K
$348K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-885- 76.96% |
$41.7K - $42.2K
|
265
$12.8K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-813- 2.97% |
$38.3K - $38.8K
|
26.5K
$1.28M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-586- 93.46% |
$27.6K - $28K
|
41
$1.97K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 10.72% |
$24.1K - $24.4K
|
4.26K
$205K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-290- 0.67% |
$13.7K - $13.8K
|
42.8K
$2.06M
|