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 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
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-177- 1.29% |
$8.48K - $8.61K
|
13.6K
$660K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-187- 0.58% |
$8.96K - $9.1K
|
32.1K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-193- 2.68% |
$9.24K - $9.39K
|
7.01K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-200- 3.47% |
$9.58K - $9.73K
|
5.56K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-212- 4.88% |
$10.2K - $10.3K
|
4.13K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-229- 2.83% |
$11K - $11.1K
|
7.85K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-243- 62.47% |
$11.6K - $11.8K
|
146
$7.09K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-271- 1.33% |
$13K - $13.2K
|
20.1K
$976K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-276- 3.26% |
$13.2K - $13.4K
|
8.2K
$398K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-359- 3.53% |
$17.2K - $17.5K
|
9.82K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-415- 0.82% |
$19.9K - $20.2K
|
50.3K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-420- 1.7% |
$20.1K - $20.4K
|
24.2K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-422- 99.06% |
$20.2K - $20.5K
|
4
$194
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-424- 7.27% |
$20.3K - $20.6K
|
5.41K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-430- 8.74% |
$20.6K - $20.9K
|
4.49K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-449- 2.3% |
$21.5K - $21.8K
|
19.1K
$926K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-451- 0.95% |
$21.6K - $21.9K
|
46.9K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-452- 8.66% |
$21.6K - $22K
|
4.77K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-468- 0.51% |
$22.4K - $22.8K
|
90.6K
$4.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-515- 1.35% |
$24.7K - $25.1K
|
37.5K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-608- 1.45% |
$29.1K - $29.6K
|
41.5K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-634- 2.11% |
$30.4K - $30.8K
|
29.4K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-687- 2.42% |
$32.9K - $33.4K
|
27.7K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-710- 2.49% |
$34K - $34.5K
|
27.8K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-737- 4.86% |
$35.3K - $35.9K
|
14.4K
$700K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-739- 53.47% |
$35.4K - $36K
|
643
$31.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-758- 44.56% |
$36.3K - $36.9K
|
943
$45.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-949- 2.33% |
$45.4K - $46.2K
|
39.7K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-963- 11.91% |
$46.1K - $46.8K
|
7.12K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-964- 2.89% |
$46.2K - $46.9K
|
32.4K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-992- 17.89% |
$47.5K - $48.3K
|
4.55K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-993- 7.47% |
$47.6K - $48.3K
|
12.3K
$597K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.02K- 1.63% |
$49K - $49.8K
|
61.8K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 6.89% |
$49.7K - $50.5K
|
14K
$682K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.16K- 13.91% |
$55.4K - $56.3K
|
7.16K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-1.18K- 8.94% |
$56.7K - $57.6K
|
12.1K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.27K- 11.38% |
$60.8K - $61.8K
|
9.89K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.33K- 3.42% |
$63.9K - $64.9K
|
37.7K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 21.4% |
$68K - $69.1K
|
5.21K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.43K- 4.73% |
$68.3K - $69.4K
|
28.7K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.43K- 12.53% |
$68.7K - $69.8K
|
10K
$486K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 10.2% |
$69K - $70.1K
|
12.7K
$616K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.56K- 6.02% |
$74.6K - $75.7K
|
24.3K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.64K- 1.27% |
$78.4K - $79.6K
|
128K
$6.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.82K- 3.26% |
$87.3K - $88.7K
|
54K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.89K- 0.52% |
$90.3K - $91.7K
|
363K
$17.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-1.93K- 6.02% |
$92.2K - $93.7K
|
30.1K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.93K- 14.24% |
$92.4K - $93.8K
|
11.6K
$564K
|