Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 52.47% |
$16.9M - $17.2M
|
1.02M
$49.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
154K+ 18.57% |
$7.38M - $7.5M
|
984K
$47.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
150K+ 62.31% |
$7.18M - $7.29M
|
391K
$19M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
145K+ 1850.97% |
$6.94M - $7.05M
|
153K
$7.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122K+ 2439.88% |
$5.86M - $5.96M
|
127K
$6.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
105KNew |
$5.01M - $5.09M
|
105K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
68.2K+ 19.96% |
$3.26M - $3.32M
|
410K
$19.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
47.4K+ 23.52% |
$2.27M - $2.31M
|
249K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
40.8K+ 19.48% |
$1.96M - $1.99M
|
250K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40KNew |
$1.91M - $1.94M
|
40K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
29K+ 197.23% |
$1.39M - $1.41M
|
43.7K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
21K+ 2.52% |
$1.01M - $1.02M
|
856K
$41.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20.1K+ 6.46% |
$965K - $980K
|
332K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.1K+ 324.57% |
$961K - $976K
|
26.3K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
19.4KNew |
$927K - $941K
|
19.4K
$940K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19K+ 20.04% |
$912K - $927K
|
114K
$5.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
17.4K+ 1.59% |
$832K - $845K
|
1.11M
$53.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13.9K+ 3.77% |
$665K - $676K
|
383K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 3.5% |
$609K - $619K
|
376K
$18.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.5K+ 102.22% |
$600K - $610K
|
24.8K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11KNew |
$529K - $537K
|
11K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9K+ 68.47% |
$520K - $528K
|
26.7K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.8K+ 2.28% |
$519K - $527K
|
486K
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
10.6K+ 6.04% |
$505K - $513K
|
185K
$9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$502K - $510K
|
10.5K
$509K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
8.94K+ 8.45% |
$428K - $435K
|
115K
$5.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.46K+ 6.02% |
$405K - $412K
|
149K
$7.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
8.25K+ 2.94% |
$395K - $402K
|
289K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.34K+ 5.15% |
$351K - $357K
|
150K
$7.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.05KNew |
$337K - $343K
|
7.05K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.45KNew |
$309K - $314K
|
6.45K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.39K+ 3.93% |
$306K - $311K
|
169K
$8.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.28K+ 52.85% |
$301K - $305K
|
18.2K
$882K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.58K+ 7.12% |
$267K - $271K
|
83.9K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 405.48% |
$244K - $248K
|
6.36K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.04KNew |
$241K - $245K
|
5.04K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.99K+ 455.98% |
$239K - $243K
|
6.09K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.9K+ 3.9% |
$235K - $238K
|
131K
$6.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.81K+ 84.56% |
$230K - $234K
|
10.5K
$510K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.61K+ 3.34% |
$221K - $224K
|
143K
$6.93M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.57K+ 13.88% |
$219K - $222K
|
37.5K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.49K+ 11.16% |
$215K - $218K
|
44.7K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.45KNew |
$213K - $217K
|
4.45K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.2KNew |
$201K - $204K
|
4.2K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.19K+ 38.03% |
$201K - $204K
|
15.2K
$739K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.02K+ 1.95% |
$193K - $196K
|
210K
$10.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.81KNew |
$183K - $185K
|
3.81K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.75K+ 1.39% |
$179K - $182K
|
274K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.59K+ 2.74% |
$172K - $175K
|
135K
$6.54M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.12K+ 10.96% |
$149K - $152K
|
31.5K
$1.53M
|