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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.14K- 1.55% |
$103K - $104K
|
136K
$6.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.19K- 2.87% |
$105K - $106K
|
74K
$3.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.21K- 9.4% |
$106K - $107K
|
21.3K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.53K- 24.62% |
$121K - $123K
|
7.73K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.56K- 36.04% |
$123K - $125K
|
4.55K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.63K- 10.29% |
$126K - $128K
|
23K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.65K- 9.95% |
$127K - $129K
|
24K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.66K- 4.37% |
$127K - $129K
|
58.3K
$2.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.79K- 0.93% |
$134K - $136K
|
297K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.84K- 3.51% |
$136K - $138K
|
78.2K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.85K- 1.45% |
$136K - $139K
|
194K
$9.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.09K- 4.85% |
$148K - $150K
|
60.6K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-3.22K- 32.79% |
$154K - $157K
|
6.6K
$320K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-3.31K- 3.1% |
$158K - $161K
|
103K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.62K- 0.63% |
$173K - $176K
|
571K
$27.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.71K- 2.17% |
$178K - $180K
|
167K
$8.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.73K- 31.27% |
$179K - $182K
|
8.21K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.89K- 4.72% |
$186K - $189K
|
78.4K
$3.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.93K- 6.35% |
$188K - $191K
|
58K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-4.14K- 86.99% |
$198K - $201K
|
619
$30.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.19K- 38.9% |
$201K - $204K
|
6.58K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4.24K- 3.84% |
$203K - $206K
|
106K
$5.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.26K- 7.34% |
$252K - $256K
|
66.4K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.45K- 8.81% |
$261K - $265K
|
56.3K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.56K- 0.78% |
$266K - $270K
|
710K
$34.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-6.14K- 12.44% |
$294K - $299K
|
43.2K
$2.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-6.34K- 5.22% |
$303K - $308K
|
115K
$5.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.64K- 3.39% |
$318K - $323K
|
189K
$9.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.84K- 4.75% |
$327K - $333K
|
137K
$6.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.64K- 4.71% |
$366K - $372K
|
155K
$7.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-7.79K- 20.25% |
$373K - $379K
|
30.7K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.97K- 47.54% |
$429K - $436K
|
9.9K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10K- 41.22% |
$479K - $487K
|
14.3K
$693K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.4K- 2.0% |
$498K - $506K
|
510K
$24.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-11.6K- 57.41% |
$555K - $563K
|
8.59K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.7K- 12.31% |
$559K - $568K
|
83.2K
$4.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-12.1K- 5.24% |
$578K - $587K
|
218K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 7.45% |
$601K - $611K
|
156K
$7.57M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 11.73% |
$689K - $700K
|
108K
$5.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-14.5K- 1.5% |
$693K - $704K
|
951K
$46.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17.1K- 36.25% |
$821K - $834K
|
30.1K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-17.7K- 28.96% |
$850K - $863K
|
43.5K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.8K- 8.45% |
$950K - $965K
|
215K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-20.5K- 56.44% |
$981K - $996K
|
15.8K
$768K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 48.84% |
$1.02M - $1.04M
|
22.3K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-22.3K- 6.96% |
$1.07M - $1.09M
|
298K
$14.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-24.3K- 4.93% |
$1.16M - $1.18M
|
468K
$22.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-28.4K- 64.15% |
$1.36M - $1.38M
|
15.9K
$771K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-33.1K- 16.64% |
$1.58M - $1.61M
|
166K
$8.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-40K- 2.9% |
$1.91M - $1.95M
|
1.34M
$65M
|