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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.2K- 32.23% |
$148K - $150K
|
6.74K
$325K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.26KNew |
$243K - $247K
|
5.26K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.79K- 2.54% |
$175K - $178K
|
146K
$7.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 1.33% |
$9.62K - $9.76K
|
15.8K
$762K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.6K+ 6.6% |
$166K - $169K
|
58K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-25.1K- 3.88% |
$1.16M - $1.18M
|
622K
$30M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-687- 6.5% |
$32K - $32.6K
|
9.88K
$477K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$138K - $141K
|
2.97K
$143K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.6KNew |
$354K - $360K
|
7.6K
$366K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
103KNew |
$4.79M - $4.87M
|
103K
$4.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-114- 28.72% |
$5.32K - $5.4K
|
283
$13.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.38K- 87.86% |
$64.1K - $65.1K
|
190
$9.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.37K- 40.85% |
$204K - $207K
|
6.32K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-120- 2.68% |
$5.6K - $5.69K
|
4.35K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
19+ 0.37% |
$886 - $900
|
5.11K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 16.86% |
$57.8K - $58.7K
|
6.11K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500New |
$23.3K - $23.7K
|
500
$24.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.87KNew |
$87.2K - $88.6K
|
1.87K
$90.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-218- 6.73% |
$10.2K - $10.3K
|
3.02K
$146K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
37.3KNew |
$1.74M - $1.77M
|
37.3K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-378- 4.66% |
$17.6K - $17.9K
|
7.74K
$373K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$606 - $616
|
13
$627
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
176New |
$8.21K - $8.34K
|
176
$8.49K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.67KNew |
$311K - $316K
|
6.67K
$322K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$46.6 - $47.4
|
5
$241
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.59% |
$187 - $190
|
684
$33K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 17.8% |
$56K - $56.9K
|
5.54K
$267K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.74K- 43.8% |
$174K - $177K
|
4.79K
$231K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.98K+ 55.17% |
$92.2K - $93.7K
|
5.56K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.2K- 80.13% |
$987K - $1M
|
5.25K
$253K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
17.1KNew |
$798K - $811K
|
17.1K
$826K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.63K- 20.17% |
$123K - $125K
|
10.4K
$502K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.26K+ 5.52% |
$385K - $392K
|
158K
$7.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
158+ 1.67% |
$7.37K - $7.49K
|
9.63K
$465K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22.8K- 80.97% |
$1.06M - $1.08M
|
5.37K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.33KNew |
$388K - $395K
|
8.33K
$402K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.35K- 28.52% |
$109K - $111K
|
5.88K
$283K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
35+ 0.56% |
$1.63K - $1.66K
|
6.32K
$305K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.92K- 48.31% |
$276K - $280K
|
6.33K
$305K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
248New |
$11.6K - $11.8K
|
248
$12K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-680- 8.02% |
$31.7K - $32.2K
|
7.8K
$376K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-754- 52.4% |
$35.2K - $35.7K
|
685
$33K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.15K+ 57.24% |
$330K - $338K
|
19.6K
$947K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
48+ 2400.0% |
$2.22K - $2.27K
|
50
$2.41K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.22% |
$415 - $426
|
4.19K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
290New |
$13.4K - $13.7K
|
290
$14K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 23.68% |
$415 - $426
|
47
$2.27K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.77KNew |
$405K - $415K
|
8.77K
$423K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$969 - $993
|
21
$1.01K
|
|