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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.64K- 66.66% |
$455K - $460K
|
4.82K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-885- 76.96% |
$41.7K - $42.2K
|
265
$12.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.78KNew |
$226K - $228K
|
4.78K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
711+ 3.8% |
$33.5K - $33.9K
|
19.4K
$946K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
76New |
$3.58K - $3.63K
|
76
$3.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 28.36% |
$896 - $907
|
48
$2.34K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-32- 6.0% |
$1.51K - $1.53K
|
501
$24.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-586- 93.46% |
$27.6K - $28K
|
41
$2K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.34KNew |
$346K - $350K
|
7.34K
$358K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-290- 0.67% |
$13.7K - $13.8K
|
42.8K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29KNew |
$1.37M - $1.39M
|
29K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
134New |
$6.32K - $6.4K
|
134
$6.53K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.56K- 14.57% |
$121K - $122K
|
15K
$731K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.64K+ 5.32% |
$407K - $412K
|
171K
$8.34M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.7K+ 30.14% |
$78.2K - $80.9K
|
7.34K
$358K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8Closed |
$368 - $380
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$828 - $856
|
13
$633
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.04KNew |
$232K - $240K
|
5.04K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 14.04% |
$67.6K - $69.9K
|
9K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-565- 11.62% |
$26K - $26.9K
|
4.3K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
156New |
$7.18K - $7.42K
|
156
$7.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 11.68% |
$1.56K - $1.62K
|
257
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.63KNew |
$213K - $220K
|
4.63K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.87KNew |
$316K - $327K
|
6.87K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
5.12KNew |
$235K - $243K
|
5.12K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.3KNew |
$382K - $395K
|
8.3K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-2.84K- 1.1% |
$130K - $135K
|
254K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.3K+ 6.86% |
$474K - $491K
|
161K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 3.44% |
$1.75K - $1.81K
|
1.07K
$52K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.11% |
$552 - $571
|
1.09K
$53.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7.4K- 46.91% |
$340K - $352K
|
8.37K
$408K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.4K- 65.0% |
$477K - $493K
|
5.59K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.33KNew |
$245K - $254K
|
5.33K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-17.8K- 30.21% |
$821K - $849K
|
41.2K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
185New |
$8.51K - $8.8K
|
185
$9.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 14.96% |
$46K - $47.6K
|
5.68K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$736 - $761
|
16
$779
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$46 - $47.6
|
87
$4.24K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.12KNew |
$281K - $291K
|
6.12K
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$966 - $999
|
21
$1.02K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$501K - $518K
|
10.9K
$531K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 18.15% |
$5.43K - $5.61K
|
532
$25.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$214K - $221K
|
4.66K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 44.75% |
$856K - $885K
|
23K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.91KNew |
$226K - $234K
|
4.91K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-56K- 92.41% |
$2.58M - $2.66M
|
4.6K
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
186+ 2.99% |
$8.56K - $8.85K
|
6.41K
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.2K- 22.19% |
$55.2K - $57.1K
|
4.21K
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.95% |
$46 - $47.6
|
106
$5.16K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10+ 0.74% |
$460 - $476
|
1.36K
$66.2K
|
|