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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-27.9K- 3.31% |
$1.27M - $1.31M
|
815K
$39.6M
|
|
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
$213K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.56K- 6.03% |
$117K - $120K
|
39.8K
$1.93M
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.82K- 28.5% |
$83.1K - $85.3K
|
4.57K
$222K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 18.79% |
$55.7K - $57.2K
|
5.28K
$257K
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-824- 6.64% |
$37.6K - $38.6K
|
11.6K
$563K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-438- 8.81% |
$20K - $20.5K
|
4.53K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-198- 53.95% |
$9.03K - $9.27K
|
169
$8.21K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-114- 55.34% |
$5.2K - $5.34K
|
92
$4.47K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 8.0% |
$2.28K - $2.34K
|
575
$27.9K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12- 0.19% |
$547 - $562
|
6.4K
$311K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.72M- 97.83% |
$217M - $226M
|
105K
$5.09M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-373K- 84.9% |
$17.1M - $17.9M
|
66.3K
$3.22M
|
|
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
$3.01M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.63K- 32.67% |
$305K - $318K
|
13.7K
$664K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.38K- 19.08% |
$293K - $306K
|
27.1K
$1.31M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.19K- 6.85% |
$192K - $201K
|
56.9K
$2.76M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 27.58% |
$131K - $136K
|
7.47K
$363K
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.65K- 26.97% |
$75.6K - $78.8K
|
4.46K
$216K
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.04K- 11.67% |
$47.7K - $49.8K
|
7.86K
$382K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-847- 1.25% |
$38.9K - $40.6K
|
67.1K
$3.26M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-623- 12.58% |
$28.6K - $29.8K
|
4.33K
$210K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-590- 10.86% |
$27.1K - $28.3K
|
4.85K
$235K
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-213- 7.99% |
$9.78K - $10.2K
|
2.45K
$119K
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.12% |
$4.59K - $4.79K
|
4.62K
$224K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-91- 34.21% |
$4.18K - $4.36K
|
175
$8.5K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-67- 0.61% |
$3.08K - $3.21K
|
10.9K
$527K
|
|
Q2 2022 | |||||||
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-377KClosed |
$17.7M - $18.2M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-277KClosed |
$13M - $13.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-203KClosed |
$9.49M - $9.8M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-181KClosed |
$8.48M - $8.75M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-142KClosed |
$6.63M - $6.84M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-35K- 35.0% |
$1.64M - $1.69M
|
65K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-33.1K- 6.88% |
$1.55M - $1.6M
|
448K
$21.8M
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28.5KClosed |
$1.34M - $1.38M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-16.1KClosed |
$755K - $780K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14.4KClosed |
$676K - $698K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-12.6K- 74.79% |
$589K - $608K
|
4.24K
$206K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-11.2K- 50.41% |
$526K - $543K
|
11.1K
$537K
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.8KClosed |
$506K - $523K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-9.88KClosed |
$462K - $477K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-9.6KClosed |
$449K - $464K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.57KClosed |
$401K - $414K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.22KClosed |
$338K - $349K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.48KClosed |
$303K - $313K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.42KClosed |
$300K - $310K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-6.2KClosed |
$290K - $300K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.78KClosed |
$271K - $279K
|
0
$0
|