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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-66.1K- 16.54% |
$3.14M - $3.21M
|
333K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 3.91% |
$55.8K - $57K
|
31.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.57KNew |
$170K - $173K
|
3.57K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 52.9% |
$110K - $112K
|
6.69K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.26K- 40.48% |
$107K - $110K
|
3.32K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
424New |
$20.2K - $20.6K
|
424
$20.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
158+ 7.84% |
$7.52K - $7.67K
|
2.17K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.35K- 11.09% |
$207K - $211K
|
34.9K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
494+ 1.05% |
$23.5K - $24K
|
47.6K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.7K- 24.84% |
$748K - $764K
|
47.6K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 5.06% |
$2.81K - $2.87K
|
1.11K
$53.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.97K+ 35.03% |
$142K - $144K
|
11.5K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-632- 5.0% |
$30.1K - $30.7K
|
12K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.7KNew |
$128K - $131K
|
2.7K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-330- 1.49% |
$15.7K - $16K
|
21.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.4K- 6.81% |
$783K - $799K
|
225K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.37K- 10.42% |
$160K - $164K
|
29K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
71+ 0.26% |
$3.38K - $3.45K
|
27.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 0.59% |
$56.9K - $58K
|
204K
$9.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.58K+ 2.34% |
$75.3K - $76.8K
|
69.3K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.7K+ 4.07% |
$176K - $180K
|
94.5K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27+ 2.43% |
$1.28K - $1.31K
|
1.14K
$55K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 13.2% |
$749K - $764K
|
135K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-367- 0.87% |
$17.5K - $17.8K
|
41.9K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
540+ 4.56% |
$25.7K - $26.2K
|
12.4K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1K- 4.06% |
$47.6K - $48.6K
|
23.7K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10.6KNew |
$502K - $513K
|
10.6K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
498K+ 4.87% |
$23.7M - $24.2M
|
10.7M
$517M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.48K- 5.08% |
$70.4K - $71.8K
|
27.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60K+ 5.59% |
$2.85M - $2.91M
|
1.13M
$54.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
10.7K+ 21.31% |
$508K - $519K
|
60.8K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43.2K+ 4.89% |
$2.05M - $2.1M
|
925K
$44.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 53.78% |
$643K - $656K
|
38.6K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.54K- 14.96% |
$216K - $220K
|
25.8K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.16K+ 4.2% |
$246K - $251K
|
128K
$6.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-86- 92.47% |
$4.09K - $4.18K
|
7
$338
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
70+ 1.33% |
$3.33K - $3.4K
|
5.32K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 16.09% |
$63.3K - $64.6K
|
6.93K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.6K- 11.01% |
$1.22M - $1.24M
|
206K
$9.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
314New |
$14.9K - $15.2K
|
314
$15.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.88K- 4.24% |
$89.5K - $91.3K
|
42.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-687- 4.48% |
$32.7K - $33.4K
|
14.7K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66K+ 9.41% |
$3.14M - $3.2M
|
767K
$37M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-77- 31.43% |
$3.66K - $3.74K
|
168
$8.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.12K+ 15.05% |
$386K - $394K
|
62.1K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325+ 38.83% |
$15.5K - $15.8K
|
1.16K
$56K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 3.14% |
$865K - $882K
|
598K
$28.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.89K+ 13.17% |
$185K - $189K
|
33.4K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.8K+ 7.71% |
$2.04M - $2.08M
|
598K
$28.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.77KNew |
$227K - $232K
|
4.77K
$230K
|