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 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
327New |
$15.6K - $15.8K
|
327
$15.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
313New |
$14.9K - $15.1K
|
313
$15.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 60.08% |
$6.95K - $7.06K
|
389
$18.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
91+ 0.88% |
$4.33K - $4.4K
|
10.4K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
72+ 2.53% |
$3.43K - $3.48K
|
2.92K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 23.67% |
$1.9K - $1.93K
|
209
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
35+ 46.05% |
$1.67K - $1.69K
|
111
$5.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
33+ 0.46% |
$1.57K - $1.6K
|
7.2K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 0.47% |
$1.48K - $1.5K
|
6.66K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.19K - $1.21K
|
25
$1.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 0.33% |
$952 - $967
|
5.99K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$714 - $725
|
15
$726
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15+ 0.05% |
$714 - $725
|
32.4K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.1% |
$238 - $242
|
4.92K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.6% |
$143 - $145
|
499
$24.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.6 - $48.4
|
518
$25.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-3- 0.06% |
$143 - $145
|
4.64K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 50.0% |
$476 - $484
|
10
$484
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 19.05% |
$952 - $967
|
85
$4.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-24- 0.12% |
$1.14K - $1.16K
|
19.8K
$957K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 1.19% |
$1.43K - $1.45K
|
2.49K
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 2.96% |
$2.86K - $2.9K
|
1.97K
$95.4K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 1.15% |
$5.95K - $6.04K
|
10.8K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-170- 0.92% |
$8.09K - $8.22K
|
18.2K
$883K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-218- 27.32% |
$10.4K - $10.5K
|
580
$28.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-232- 2.71% |
$11K - $11.2K
|
8.32K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-296- 1.35% |
$14.1K - $14.3K
|
21.6K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-320- 0.74% |
$15.2K - $15.5K
|
43.2K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-334- 2.51% |
$15.9K - $16.1K
|
13K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-357- 84.8% |
$17K - $17.3K
|
64
$3.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-647- 1.98% |
$30.8K - $31.3K
|
32K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-679- 50.0% |
$32.3K - $32.8K
|
679
$32.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-903- 11.98% |
$43K - $43.7K
|
6.63K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-916- 21.1% |
$43.6K - $44.3K
|
3.43K
$166K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.62K- 8.64% |
$77K - $78.2K
|
17.1K
$828K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.61K- 15.98% |
$124K - $126K
|
13.7K
$664K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.82K- 7.06% |
$134K - $136K
|
37.1K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.94K- 15.6% |
$188K - $191K
|
21.3K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.14K- 13.43% |
$197K - $200K
|
26.7K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.34K- 2.61% |
$207K - $210K
|
162K
$7.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.26K- 33.81% |
$298K - $303K
|
12.3K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.34K- 4.86% |
$350K - $355K
|
144K
$6.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9K- 61.87% |
$428K - $435K
|
5.54K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-13.2K- 5.44% |
$631K - $641K
|
230K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.4K- 56.3% |
$732K - $744K
|
11.9K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.6K- 74.59% |
$931K - $946K
|
6.67K
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-126K- 8.4% |
$6.02M - $6.11M
|
1.38M
$66.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-166K- 77.79% |
$7.88M - $8M
|
47.3K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.58M- 46.58% |
$75.4M - $76.6M
|
1.82M
$88M
|