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
|
Sfmg, LLC
|
BUY
|
- |
233+ 4.68% |
$11.2K - $11.3K
|
5.21K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
222+ 1.65% |
$10.6K - $10.8K
|
13.7K
$665K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200+ 0.29% |
$9.58K - $9.73K
|
68.3K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
199+ 4.53% |
$9.53K - $9.68K
|
4.59K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
184+ 0.68% |
$8.81K - $8.95K
|
27.2K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
168+ 1.73% |
$8.05K - $8.17K
|
9.88K
$480K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
111+ 0.89% |
$5.32K - $5.4K
|
12.6K
$610K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
104+ 4.86% |
$4.98K - $5.06K
|
2.25K
$109K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
70+ 1.03% |
$3.35K - $3.41K
|
6.85K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
68+ 14.41% |
$3.26K - $3.31K
|
540
$26.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
64+ 0.38% |
$3.06K - $3.11K
|
16.9K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58+ 0.16% |
$2.78K - $2.82K
|
37.2K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
55+ 1.88% |
$2.63K - $2.68K
|
2.98K
$145K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
49+ 0.74% |
$2.35K - $2.38K
|
6.71K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
47+ 0.64% |
$2.25K - $2.29K
|
7.37K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.94% |
$1.96K - $1.99K
|
4.42K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
38+ 0.19% |
$1.82K - $1.85K
|
20.1K
$975K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 0.18% |
$1.82K - $1.85K
|
21.2K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
32+ 0.69% |
$1.53K - $1.56K
|
4.68K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
29+ 0.24% |
$1.39K - $1.41K
|
11.9K
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 0.57% |
$1.15K - $1.17K
|
4.26K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23+ 0.07% |
$1.1K - $1.12K
|
32.4K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
20+ 2.14% |
$958 - $973
|
956
$46.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 2.93% |
$814 - $827
|
597
$29K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$718 - $730
|
15
$729
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.08% |
$670 - $681
|
16.7K
$811K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11New |
$527 - $535
|
11
$534
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 0.52% |
$479 - $487
|
1.93K
$93.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9New |
$431 - $438
|
9
$437
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 1.16% |
$383 - $389
|
698
$33.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.15% |
$239 - $243
|
3.43K
$167K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 1.0% |
$239 - $243
|
504
$24.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$144 - $146
|
307
$14.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.91% |
$47.9 - $48.7
|
111
$5.39K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.6% |
$47.9 - $48.7
|
169
$8.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.9 - $48.7
|
519
$25.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$95.8 - $97.3
|
9.48K
$461K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3- 0.01% |
$144 - $146
|
22.7K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10- 1.47% |
$479 - $487
|
669
$32.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12- 0.01% |
$575 - $584
|
150K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 41.82% |
$1.1K - $1.12K
|
32
$1.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-36- 0.28% |
$1.72K - $1.75K
|
12.9K
$627K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-48- 0.17% |
$2.3K - $2.34K
|
27.4K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-57- 0.22% |
$2.73K - $2.77K
|
25.8K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-81- 0.75% |
$3.88K - $3.94K
|
10.7K
$518K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-94- 0.48% |
$4.5K - $4.57K
|
19.7K
$956K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 92.79% |
$4.93K - $5.01K
|
8
$389
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-133- 0.42% |
$6.37K - $6.47K
|
31.9K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-167- 3.95% |
$8K - $8.12K
|
4.06K
$197K
|