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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-17.8K- 30.21% |
$821K - $849K
|
41.2K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.4K- 65.0% |
$477K - $493K
|
5.59K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7.4K- 46.91% |
$340K - $352K
|
8.37K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-2.84K- 1.1% |
$130K - $135K
|
254K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 14.04% |
$67.6K - $69.9K
|
9K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.2K- 22.19% |
$55.2K - $57.1K
|
4.21K
$204K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 14.96% |
$46K - $47.6K
|
5.68K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-565- 11.62% |
$26K - $26.9K
|
4.3K
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-201- 66.78% |
$9.25K - $9.56K
|
100
$4.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 18.15% |
$5.43K - $5.61K
|
532
$25.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 3.44% |
$1.75K - $1.81K
|
1.07K
$51.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 11.68% |
$1.56K - $1.62K
|
257
$12.5K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$828 - $856
|
13
$631
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8Closed |
$368 - $380
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-477KClosed |
$22.1M - $22.4M
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-25.1K- 3.88% |
$1.16M - $1.18M
|
622K
$30.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-24.5K- 84.25% |
$1.13M - $1.15M
|
4.58K
$223K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-5.5K- 32.94% |
$254K - $258K
|
11.2K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.46K- 98.3% |
$206K - $209K
|
77
$3.74K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.79K- 2.54% |
$175K - $178K
|
146K
$7.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.65K- 23.53% |
$122K - $124K
|
8.61K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-859- 13.79% |
$39.7K - $40.3K
|
5.37K
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-714- 12.75% |
$33K - $33.5K
|
4.89K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 3.93% |
$13.9K - $14.1K
|
7.33K
$356K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-89- 1.9% |
$4.12K - $4.17K
|
4.6K
$223K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 1.32% |
$3.61K - $3.66K
|
5.81K
$282K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22.8K- 80.97% |
$1.06M - $1.08M
|
5.37K
$261K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.2K- 80.13% |
$987K - $1M
|
5.25K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.92K- 48.31% |
$276K - $280K
|
6.33K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.37K- 40.85% |
$204K - $207K
|
6.32K
$307K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.74K- 43.8% |
$174K - $177K
|
4.79K
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.63K- 20.17% |
$123K - $125K
|
10.4K
$506K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.35K- 28.52% |
$109K - $111K
|
5.88K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.38K- 87.86% |
$64.1K - $65.1K
|
190
$9.23K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 17.8% |
$56K - $56.9K
|
5.54K
$269K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-754- 52.4% |
$35.2K - $35.7K
|
685
$33.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-680- 8.02% |
$31.7K - $32.2K
|
7.8K
$379K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-378- 4.66% |
$17.6K - $17.9K
|
7.74K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-218- 6.73% |
$10.2K - $10.3K
|
3.02K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-120- 2.68% |
$5.6K - $5.69K
|
4.35K
$211K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-25.6K- 85.03% |
$1.18M - $1.21M
|
4.51K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 41.42% |
$914K - $936K
|
28K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-11.7K- 53.32% |
$541K - $554K
|
10.3K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.73K- 38.76% |
$403K - $413K
|
13.8K
$670K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.06K- 17.4% |
$94.9K - $97.2K
|
9.76K
$474K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 40.0% |
$92.3K - $94.6K
|
3K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 33.64% |
$82K - $84K
|
3.51K
$170K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.37K- 86.31% |
$63.1K - $64.7K
|
217
$10.5K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-207- 3.65% |
$9.56K - $9.79K
|
5.47K
$266K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-84.9K- 94.81% |
$3.87M - $3.97M
|
4.65K
$226K
|
|