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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-326- 6.73% |
$15.4K - $15.9K
|
4.52K
$215K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-45.1K- 72.62% |
$2.13M - $2.2M
|
17K
$810K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
15.1K+ 2.9% |
$712K - $735K
|
534K
$25.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
4.4KNew |
$208K - $215K
|
4.4K
$210K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.7KNew |
$692K - $715K
|
14.7K
$699K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-866- 11.43% |
$40.9K - $42.2K
|
6.71K
$320K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$566 - $585
|
12
$572
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.4K- 16.57% |
$1.15M - $1.19M
|
123K
$5.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.11K- 3.78% |
$430K - $444K
|
232K
$11.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.38K+ 54.81% |
$112K - $116K
|
6.73K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
524+ 1.35% |
$24.7K - $25.5K
|
39.2K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.26K- 28.27% |
$154K - $159K
|
8.26K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.73K- 12.93% |
$176K - $182K
|
25.1K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 4.54% |
$562K - $581K
|
275K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.75K+ 12.63% |
$82.6K - $85.3K
|
15.6K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
BUY
|
- |
851+ 2.06% |
$40.2K - $41.5K
|
42.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
680+ 2.08% |
$32.1K - $33.1K
|
33.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.98K- 2.47% |
$141K - $145K
|
118K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.9K+ 8.16% |
$1.79M - $1.85M
|
503K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.25K+ 7.07% |
$248K - $256K
|
79.4K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
476K+ 4.88% |
$22.5M - $23.2M
|
10.2M
$488M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.32KNew |
$204K - $211K
|
4.32K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
236+ 0.26% |
$11.1K - $11.5K
|
90.8K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.2K- 7.61% |
$3.31M - $3.42M
|
853K
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
287+ 5.78% |
$13.5K - $14K
|
5.25K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.51K- 20.22% |
$71.1K - $73.5K
|
5.95K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 5.79% |
$139K - $144K
|
54K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-99- 51.56% |
$4.67K - $4.83K
|
93
$4.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
723+ 4.65% |
$34.1K - $35.2K
|
16.3K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.8K+ 16.77% |
$3.01M - $3.11M
|
444K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
12New |
$566 - $585
|
12
$572
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-290K- 90.31% |
$13.7M - $14.1M
|
31.2K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.5K- 63.09% |
$732K - $757K
|
9.08K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136+ 0.46% |
$6.42K - $6.63K
|
30K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.64K- 36.67% |
$408K - $421K
|
14.9K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.2K- 15.05% |
$622K - $643K
|
74.5K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-213K- 20.09% |
$10.1M - $10.4M
|
847K
$40.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47+ 0.11% |
$2.22K - $2.29K
|
43.9K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-17.6K- 12.41% |
$832K - $859K
|
124K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.44K+ 22.98% |
$256K - $265K
|
29.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.74K+ 27.55% |
$176K - $182K
|
17.3K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-523K- 37.05% |
$24.7M - $25.5M
|
889K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.4K- 0.38% |
$113K - $117K
|
622K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.48K- 9.66% |
$164K - $170K
|
32.5K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.5K+ 6.99% |
$1.06M - $1.1M
|
344K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-19K- 40.33% |
$895K - $924K
|
28.1K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72+ 9.41% |
$3.4K - $3.51K
|
837
$39.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-898- 1.66% |
$42.4K - $43.8K
|
53.2K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.5K+ 11.28% |
$118K - $122K
|
24.7K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
224K+ 620.69% |
$10.6M - $10.9M
|
260K
$12.4M
|