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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
718+ 4.24% |
$34.7K - $35.1K
|
17.6K
$863K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
661+ 4.01% |
$31.9K - $32.3K
|
17.1K
$838K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
660+ 3.29% |
$31.9K - $32.3K
|
20.7K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
653+ 3.63% |
$31.5K - $32K
|
18.6K
$910K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
596+ 2.19% |
$28.8K - $29.2K
|
27.8K
$1.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
594+ 2.67% |
$28.7K - $29.1K
|
22.9K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
477+ 1.46% |
$23K - $23.3K
|
33.3K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
458+ 174.14% |
$22.1K - $22.4K
|
721
$35.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
388+ 3.26% |
$18.7K - $19K
|
12.3K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
357+ 0.17% |
$17.2K - $17.5K
|
210K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
355New |
$17.2K - $17.4K
|
355
$17.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
338+ 0.46% |
$16.3K - $16.5K
|
74.3K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
295+ 0.78% |
$14.3K - $14.4K
|
38K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
272+ 0.45% |
$13.1K - $13.3K
|
60.9K
$2.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
270+ 4.25% |
$13K - $13.2K
|
6.63K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 4.69% |
$11.2K - $11.3K
|
5.16K
$252K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
219+ 7.36% |
$10.6K - $10.7K
|
3.2K
$156K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
196+ 2.8% |
$9.47K - $9.59K
|
7.2K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
130New |
$6.28K - $6.36K
|
130
$6.35K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
120+ 2.15% |
$5.8K - $5.87K
|
5.69K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
117New |
$5.65K - $5.72K
|
117
$5.72K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
114+ 0.26% |
$5.51K - $5.58K
|
43.7K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
110+ 0.85% |
$5.31K - $5.38K
|
13K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
110+ 0.65% |
$5.31K - $5.38K
|
17.1K
$834K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 1.6% |
$3.29K - $3.33K
|
4.32K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
65+ 0.17% |
$3.14K - $3.18K
|
37.3K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 0.45% |
$2.95K - $2.98K
|
13.6K
$667K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$2.85K - $2.89K
|
59
$2.88K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
50+ 0.75% |
$2.42K - $2.45K
|
6.76K
$330K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.54% |
$2.13K - $2.15K
|
8.24K
$403K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.97% |
$2.08K - $2.1K
|
4.47K
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$1.93K - $1.96K
|
40
$1.96K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
39+ 0.55% |
$1.88K - $1.91K
|
7.09K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
27+ 0.6% |
$1.3K - $1.32K
|
4.52K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
16+ 0.26% |
$773 - $783
|
6.1K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
15+ 0.23% |
$725 - $734
|
6.46K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8+ 0.34% |
$386 - $391
|
2.39K
$117K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.0% |
$338 - $343
|
705
$34.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 1.19% |
$290 - $294
|
510
$24.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.15% |
$242 - $245
|
3.44K
$168K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.09% |
$145 - $147
|
3.33K
$163K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.98% |
$145 - $147
|
310
$15.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.45% |
$145 - $147
|
672
$32.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.9% |
$48.3 - $48.9
|
112
$5.47K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$48.3 - $48.9
|
520
$25.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-3- 0.05% |
$145 - $147
|
6.6K
$322K
|