Purchases and Sales Made in Q1 2025 in Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information about the institutional ownership of Ihares Core 1 5 Years Usd Bond (ISTB) during Q1 2025. The information is specifically focused on institutions that hold shares of IHARES CORE 1-5 YEARS USD BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
203K+ 534.89% |
$9.65M - $9.8M
|
241K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
67.4K+ 6.57% |
$3.21M - $3.26M
|
1.09M
$52.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
42.1K+ 5.31% |
$2M - $2.03M
|
835K
$40.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.4K+ 121.68% |
$1.59M - $1.62M
|
60.9K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.9KNew |
$1.57M - $1.59M
|
32.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
31.9K+ 42.61% |
$1.52M - $1.54M
|
107K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28.1K+ 8.24% |
$1.34M - $1.36M
|
369K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
23.8K+ 8.62% |
$1.13M - $1.15M
|
300K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
22.4K+ 13.75% |
$1.07M - $1.08M
|
185K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20.8KNew |
$992K - $1.01M
|
20.8K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18.2K+ 16.93% |
$866K - $880K
|
126K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.8K+ 9.84% |
$847K - $861K
|
199K
$9.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.5K+ 5.21% |
$735K - $747K
|
312K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.1K+ 6.76% |
$621K - $631K
|
206K
$9.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.4K+ 8.63% |
$495K - $503K
|
131K
$6.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.08K+ 5.48% |
$432K - $439K
|
175K
$8.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
7.56K+ 5.79% |
$360K - $365K
|
138K
$6.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
7.26K+ 92.75% |
$345K - $351K
|
15.1K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.19KNew |
$342K - $348K
|
7.19K
$348K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.73K+ 9.39% |
$320K - $325K
|
78.4K
$3.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.69KNew |
$271K - $275K
|
5.69K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.19K+ 15.32% |
$247K - $251K
|
39.1K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
5.17KNew |
$246K - $250K
|
5.17K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.46K+ 16.48% |
$165K - $167K
|
24.5K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.26K+ 1.17% |
$155K - $157K
|
281K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
3.17K+ 7.48% |
$151K - $153K
|
45.5K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.15K+ 5.21% |
$150K - $152K
|
63.7K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
2.54K+ 1.17% |
$121K - $123K
|
219K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.38KNew |
$113K - $115K
|
2.38K
$115K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.34K+ 3.97% |
$112K - $113K
|
61.3K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.66K+ 1.78% |
$79.2K - $80.5K
|
94.9K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.35K+ 9.1% |
$64.2K - $65.3K
|
16.2K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.77% |
$56.6K - $57.5K
|
156K
$7.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.15K+ 115.39% |
$54.6K - $55.5K
|
2.14K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.11K+ 2.26% |
$52.8K - $53.7K
|
50.3K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.08K+ 5.58% |
$51.2K - $52K
|
20.4K
$986K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.02K+ 3.26% |
$48.5K - $49.3K
|
32.3K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
869+ 223.39% |
$41.4K - $42K
|
1.26K
$60.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
806+ 0.67% |
$38.4K - $39K
|
121K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
797+ 8.84% |
$37.9K - $38.5K
|
9.82K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
760+ 2.75% |
$36.2K - $36.7K
|
28.4K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 75900.0% |
$36.1K - $36.7K
|
760
$36.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
687+ 1.82% |
$32.7K - $33.2K
|
38.5K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
681+ 100.59% |
$32.4K - $32.9K
|
1.36K
$65.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
598+ 1.28% |
$28.5K - $28.9K
|
47.4K
$2.29M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
585+ 0.66% |
$27.8K - $28.3K
|
89.1K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
524+ 3.58% |
$24.9K - $25.3K
|
15.2K
$733K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
446New |
$21.2K - $21.6K
|
446
$21.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
386+ 5.56% |
$18.4K - $18.7K
|
7.33K
$355K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
377+ 769.39% |
$17.9K - $18.2K
|
426
$20.6K
|