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 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.45KClosed |
$224K - $227K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-4.22KClosed |
$213K - $215K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4KClosed |
$202K - $204K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.26KClosed |
$63.7K - $64.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-544Closed |
$27.4K - $27.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 10.2% |
$25.2K - $25.5K
|
4.4K
$214K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-375Closed |
$18.9K - $19.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-257Closed |
$13K - $13.1K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-213Closed |
$10.7K - $10.9K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-165Closed |
$8.32K - $8.42K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-100Closed |
$5.04K - $5.11K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-66Closed |
$3.33K - $3.37K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-62Closed |
$3.12K - $3.17K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40Closed |
$2.02K - $2.04K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-27Closed |
$1.36K - $1.38K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-146KClosed |
$7.47M - $7.52M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.57KClosed |
$386K - $389K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.22KClosed |
$215K - $217K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.78KClosed |
$91.1K - $91.6K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.72KClosed |
$87.5K - $88.1K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-545Closed |
$27.8K - $28K
|
0
$0
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-436- 40.33% |
$22.3K - $22.4K
|
645
$31.3K
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-71Closed |
$3.62K - $3.65K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-58.1KClosed |
$2.97M - $2.98M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-13KClosed |
$665K - $668K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12.8KClosed |
$653K - $656K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.25KClosed |
$320K - $321K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-4.46KClosed |
$228K - $229K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.31KClosed |
$221K - $222K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-828Closed |
$42.4K - $42.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-237Closed |
$12.1K - $12.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-201Closed |
$10.3K - $10.3K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-150Closed |
$7.68K - $7.71K
|
0
$0
|
|
Q1 2021 | |||||||
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
SELL
|
- |
-61.2K- 96.67% |
$3.13M - $3.16M
|
2.11K
$102K
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.1KClosed |
$824K - $832K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.56KClosed |
$336K - $339K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.4KClosed |
$328K - $331K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-5.98KClosed |
$306K - $309K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.18KClosed |
$214K - $216K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.01KClosed |
$205K - $207K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-3.97KClosed |
$203K - $205K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.66KClosed |
$187K - $189K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.4K- 41.29% |
$71.5K - $72.2K
|
1.99K
$96.5K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-773Closed |
$39.6K - $39.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-644Closed |
$33K - $33.3K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-528Closed |
$27K - $27.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-519Closed |
$26.6K - $26.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-452Closed |
$23.1K - $23.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-303Closed |
$15.5K - $15.7K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-201Closed |
$10.3K - $10.4K
|
0
$0
|