Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
422KNew |
$20.4M - $20.6M
|
422K
$20.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
317K+ 81.17% |
$15.3M - $15.5M
|
708K
$34.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
125K+ 56.55% |
$6.04M - $6.12M
|
346K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
75.3K+ 40.19% |
$3.64M - $3.69M
|
263K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
71.7KNew |
$3.47M - $3.51M
|
71.7K
$3.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
59.6KNew |
$2.88M - $2.91M
|
59.6K
$2.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
49.2K+ 5.76% |
$2.38M - $2.41M
|
905K
$44.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46.4K+ 4.87% |
$2.24M - $2.27M
|
998K
$48.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
44.8K+ 9.23% |
$2.16M - $2.19M
|
530K
$25.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
40.2K+ 7.89% |
$1.94M - $1.97M
|
550K
$26.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
38.5K+ 3.47% |
$1.86M - $1.89M
|
1.15M
$56.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.1K+ 5.08% |
$1.74M - $1.77M
|
747K
$36.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.8K+ 2.06% |
$1.68M - $1.7M
|
1.72M
$84.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.2K+ 18.47% |
$1.51M - $1.53M
|
200K
$9.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
23.9K+ 6.6% |
$1.16M - $1.17M
|
387K
$18.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
21.9K+ 14.65% |
$1.06M - $1.07M
|
172K
$8.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
19.8K+ 9.08% |
$958K - $970K
|
238K
$11.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
18.5K+ 3.38% |
$892K - $903K
|
564K
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17K+ 11.16% |
$823K - $834K
|
170K
$8.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
15.2K+ 5.26% |
$735K - $744K
|
304K
$14.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.8K+ 8.32% |
$666K - $675K
|
179K
$8.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$644K - $652K
|
13.3K
$652K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
13.3K+ 7.16% |
$641K - $649K
|
199K
$9.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12.5K+ 31.37% |
$606K - $614K
|
52.5K
$2.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.4K+ 38.69% |
$601K - $609K
|
44.6K
$2.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.3K+ 3.7% |
$594K - $602K
|
344K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 2.04% |
$496K - $503K
|
513K
$25.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.1K+ 117.34% |
$487K - $493K
|
18.7K
$913K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.29K+ 5.55% |
$449K - $454K
|
176K
$8.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.65K+ 10.31% |
$418K - $423K
|
92.6K
$4.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.79K+ 2.04% |
$376K - $381K
|
390K
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.26K+ 12.14% |
$303K - $306K
|
57.9K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.95K+ 31.21% |
$287K - $291K
|
25K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.25KNew |
$253K - $257K
|
5.25K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.83K+ 27.56% |
$234K - $237K
|
22.4K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.79KNew |
$231K - $234K
|
4.79K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
4.41K+ 9.2% |
$213K - $216K
|
52.3K
$2.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22KNew |
$204K - $206K
|
4.22K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.03K+ 3.09% |
$195K - $197K
|
135K
$6.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.82K+ 6.92% |
$185K - $187K
|
59.1K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.75K+ 2.15% |
$133K - $135K
|
131K
$6.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.59K+ 24.63% |
$125K - $127K
|
13.1K
$640K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 5.13% |
$80.3K - $81.3K
|
34.1K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.59K+ 2.57% |
$76.6K - $77.6K
|
63.4K
$3.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.57K+ 3.7% |
$76K - $77K
|
44.2K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
1.54K+ 5.55% |
$74.4K - $75.4K
|
29.3K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 7.19% |
$49.6K - $50.3K
|
15.3K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1K+ 19.87% |
$48.4K - $49K
|
6.04K
$295K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 3.7% |
$48.3K - $48.9K
|
28K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
814+ 10.53% |
$39.3K - $39.8K
|
8.55K
$418K
|