Latest Institutional Transactions on Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.1K- 2.99% |
$195K - $199K
|
133K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
266K+ 8.48% |
$12.7M - $12.9M
|
3.4M
$163M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
309+ 0.13% |
$14.7K - $15K
|
244K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.5K+ 3.07% |
$452K - $461K
|
319K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 2.31% |
$856 - $874
|
798
$38.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-983- 18.46% |
$46.8K - $47.7K
|
4.34K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
23.3KNew |
$1.11M - $1.13M
|
23.3K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 9.46% |
$2.57K - $2.62K
|
517
$24.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.51K- 4.43% |
$71.8K - $73.3K
|
32.5K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
238+ 4.11% |
$11.3K - $11.6K
|
6.02K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
157+ 4.57% |
$7.47K - $7.62K
|
3.59K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.3K+ 6.47% |
$109K - $112K
|
37.8K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.88KNew |
$89.5K - $91.3K
|
1.88K
$90.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
38.3K+ 12.67% |
$1.82M - $1.86M
|
340K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
83K+ 51.55% |
$3.95M - $4.03M
|
244K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.88K- 12.02% |
$89.2K - $91.1K
|
13.7K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
166KNew |
$7.88M - $8.04M
|
166K
$7.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.2K- 11.89% |
$57K - $58.2K
|
8.89K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-958- 16.24% |
$45.6K - $46.5K
|
4.94K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.31K- 5.08% |
$62.2K - $63.5K
|
24.5K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12.6K+ 8.37% |
$599K - $611K
|
163K
$7.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 99.92% |
$57.5K - $58.7K
|
1
$47.9
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
33.6K+ 18.35% |
$1.6M - $1.63M
|
217K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
565+ 11.07% |
$26.9K - $27.4K
|
5.67K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
22.8K+ 20.07% |
$1.09M - $1.11M
|
137K
$6.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.72K- 4.11% |
$81.6K - $83.3K
|
40K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.8K+ 6.39% |
$608K - $620K
|
213K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-755- 10.22% |
$35.9K - $36.7K
|
6.63K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$3.62K - $3.69K
|
76
$3.64K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-912- 45.9% |
$43.4K - $44.3K
|
1.08K
$51.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
90.5K+ 43.94% |
$4.31M - $4.39M
|
296K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 2.54% |
$608K - $620K
|
490K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12.6KNew |
$598K - $611K
|
12.6K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.53K+ 15.45% |
$216K - $220K
|
33.9K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$47.6 - $48.6
|
4.91K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 50.0% |
$7.14K - $7.28K
|
150
$7.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.97K+ 4.18% |
$93.9K - $95.9K
|
49.2K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 1.93% |
$109K - $111K
|
121K
$5.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-208- 4.56% |
$9.9K - $10.1K
|
4.36K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-140- 0.66% |
$6.66K - $6.8K
|
21K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
210+ 1.13% |
$9.99K - $10.2K
|
18.7K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.8% |
$952 - $971
|
2.52K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.1K+ 2.97% |
$148K - $151K
|
108K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.05% |
$619 - $631
|
25.9K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.24% |
$666 - $680
|
1.14K
$54.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.8K- 6.09% |
$466K - $476K
|
151K
$7.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.01% |
$143 - $146
|
22.8K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
95+ 0.34% |
$4.52K - $4.61K
|
27.7K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-125- 2.62% |
$5.95K - $6.07K
|
4.65K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
528+ 1.26% |
$25.1K - $25.6K
|
42.3K
$2.03M
|