Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
66.9K+ 6.71% |
$3.26M - $3.28M
|
1.06M
$51.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
65.9K+ 3.82% |
$3.2M - $3.23M
|
1.79M
$87.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
60.8K+ 6.72% |
$2.96M - $2.98M
|
966K
$47M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
24K+ 17.7% |
$1.17M - $1.17M
|
159K
$7.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
17.6KNew |
$857K - $863K
|
17.6K
$858K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 9.79% |
$581K - $585K
|
134K
$6.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.7K+ 8.95% |
$571K - $575K
|
143K
$6.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.34K+ 19.3% |
$357K - $359K
|
45.3K
$2.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 7.85% |
$182K - $184K
|
51.5K
$2.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.18K+ 1.77% |
$155K - $156K
|
183K
$8.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.67K+ 9.95% |
$130K - $131K
|
29.5K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.32K+ 1.53% |
$113K - $114K
|
154K
$7.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1.99KNew |
$96.8K - $97.5K
|
1.99K
$96.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.53K+ 7.37% |
$74.4K - $75K
|
22.3K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
918+ 0.67% |
$44.7K - $45K
|
139K
$6.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
342+ 0.68% |
$16.6K - $16.8K
|
50.6K
$2.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
218+ 37.46% |
$10.6K - $10.7K
|
800
$39K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
213New |
$10.4K - $10.4K
|
213
$10.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
66+ 0.03% |
$3.21K - $3.23K
|
211K
$10.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
57+ 1.28% |
$2.77K - $2.79K
|
4.52K
$220K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10New |
$486 - $490
|
10
$487
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-41- 13.44% |
$1.99K - $2.01K
|
264
$12.9K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-55- 1.25% |
$2.68K - $2.69K
|
4.34K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-100- 1.98% |
$4.86K - $4.9K
|
4.96K
$242K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-127- 2.46% |
$6.18K - $6.22K
|
5.03K
$245K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-171- 3.41% |
$8.32K - $8.38K
|
4.84K
$236K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-515- 71.43% |
$25K - $25.2K
|
206
$10K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-608- 8.86% |
$29.6K - $29.8K
|
6.25K
$305K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.68K- 37.16% |
$130K - $131K
|
4.53K
$220K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.69K- 5.97% |
$131K - $132K
|
42.4K
$2.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-2.91K- 8.74% |
$141K - $142K
|
30.3K
$1.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.14K- 3.94% |
$153K - $154K
|
76.5K
$3.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.38K- 13.77% |
$408K - $411K
|
52.5K
$2.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-9.59K- 98.78% |
$466K - $470K
|
118
$5.75K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.5K- 19.96% |
$510K - $513K
|
42K
$2.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-57.1K- 90.17% |
$2.78M - $2.8M
|
6.23K
$303K
|
|