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 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.74K- 43.8% |
$174K - $177K
|
4.79K
$228K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.63K- 20.17% |
$123K - $125K
|
10.4K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.35K- 28.52% |
$109K - $111K
|
5.88K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.38K- 87.86% |
$64.1K - $65.1K
|
190
$9.05K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 16.86% |
$57.8K - $58.7K
|
6.11K
$291K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 17.8% |
$56K - $56.9K
|
5.54K
$264K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-754- 52.4% |
$35.2K - $35.7K
|
685
$32.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-680- 8.02% |
$31.7K - $32.2K
|
7.8K
$372K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-378- 4.66% |
$17.6K - $17.9K
|
7.74K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-218- 6.73% |
$10.2K - $10.3K
|
3.02K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-120- 2.68% |
$5.6K - $5.69K
|
4.35K
$207K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-114- 28.72% |
$5.32K - $5.4K
|
283
$13.5K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-25.6K- 85.03% |
$1.18M - $1.21M
|
4.51K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 41.42% |
$914K - $936K
|
28K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-11.7K- 53.32% |
$541K - $554K
|
10.3K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.73K- 38.76% |
$403K - $413K
|
13.8K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.74K- 42.26% |
$357K - $366K
|
10.6K
$504K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.13K- 33.52% |
$237K - $242K
|
10.2K
$484K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.06K- 17.4% |
$94.9K - $97.2K
|
9.76K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 40.0% |
$92.3K - $94.6K
|
3K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 33.64% |
$82K - $84K
|
3.51K
$167K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.37K- 86.31% |
$63.1K - $64.7K
|
217
$10.3K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-207- 3.65% |
$9.56K - $9.79K
|
5.47K
$261K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-84.9K- 94.81% |
$3.87M - $3.97M
|
4.65K
$221K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-27.9K- 3.31% |
$1.27M - $1.31M
|
815K
$38.8M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.81KClosed |
$402K - $413K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.36K- 49.83% |
$199K - $204K
|
4.39K
$209K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.56K- 6.03% |
$117K - $120K
|
39.8K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.82K- 28.5% |
$83.1K - $85.3K
|
4.57K
$218K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 18.79% |
$55.7K - $57.2K
|
5.28K
$252K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-824- 6.64% |
$37.6K - $38.6K
|
11.6K
$552K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-438- 8.81% |
$20K - $20.5K
|
4.53K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-198- 53.95% |
$9.03K - $9.27K
|
169
$8.05K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-114- 55.34% |
$5.2K - $5.34K
|
92
$4.38K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 8.0% |
$2.28K - $2.34K
|
575
$27.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12- 0.19% |
$547 - $562
|
6.4K
$305K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.72M- 97.83% |
$217M - $226M
|
105K
$4.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-373K- 84.9% |
$17.1M - $17.9M
|
66.3K
$3.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-41KClosed |
$1.88M - $1.96M
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.2K- 11.69% |
$377K - $393K
|
61.9K
$2.95M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.63K- 32.67% |
$305K - $318K
|
13.7K
$651K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.38K- 19.08% |
$293K - $306K
|
27.1K
$1.29M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.19K- 6.85% |
$192K - $201K
|
56.9K
$2.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 27.58% |
$131K - $136K
|
7.47K
$356K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.65K- 26.97% |
$75.6K - $78.8K
|
4.46K
$212K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.04K- 11.67% |
$47.7K - $49.8K
|
7.86K
$375K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-847- 1.25% |
$38.9K - $40.6K
|
67.1K
$3.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-623- 12.58% |
$28.6K - $29.8K
|
4.33K
$206K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-590- 10.86% |
$27.1K - $28.3K
|
4.85K
$231K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-213- 7.99% |
$9.78K - $10.2K
|
2.45K
$117K
|
|