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 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20.6K+ 13.56% |
$979K - $999K
|
172K
$8.31M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.9K+ 20.59% |
$138K - $141K
|
17K
$818K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-16.2K- 71.75% |
$771K - $787K
|
6.38K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.52K+ 6.1% |
$263K - $268K
|
96K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.28K+ 16.91% |
$346K - $353K
|
50.3K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.96K- 10.38% |
$474K - $483K
|
86K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 0.41% |
$381 - $388
|
1.96K
$94.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-6- 0.14% |
$285 - $291
|
4.4K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
353+ 2.46% |
$16.8K - $17.1K
|
14.7K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16New |
$761 - $777
|
16
$772
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.64K+ 13.9% |
$221K - $225K
|
38K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.76K+ 3.48% |
$132K - $134K
|
82.2K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
9.71KNew |
$462K - $472K
|
9.71K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
136KNew |
$6.46M - $6.59M
|
136K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.84K+ 6.34% |
$87.5K - $89.3K
|
30.8K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.81K+ 3.32% |
$86.2K - $87.9K
|
56.3K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.6K+ 15.83% |
$4.26M - $4.35M
|
656K
$31.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.1K- 15.58% |
$100K - $102K
|
11.4K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18.4KNew |
$876K - $894K
|
18.4K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.21K+ 12.4% |
$438K - $447K
|
83.5K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12- 6.86% |
$571 - $583
|
163
$7.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
366+ 1.12% |
$17.4K - $17.8K
|
32.9K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87- 0.16% |
$4.14K - $4.22K
|
53.1K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1.67K+ 65.34% |
$79.6K - $81.2K
|
4.23K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-72.4K- 25.56% |
$3.44M - $3.51M
|
211K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 0.93% |
$94.1K - $96.1K
|
214K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
106K+ 1347.52% |
$5.06M - $5.16M
|
114K
$5.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
256New |
$12.2K - $12.4K
|
256
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.7K+ 3.56% |
$794K - $811K
|
486K
$23.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
196+ 0.45% |
$9.33K - $9.52K
|
43.5K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
16.2K+ 6.23% |
$769K - $785K
|
276K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.83KNew |
$278K - $283K
|
5.83K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12K+ 5.16% |
$570K - $582K
|
244K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
24.2K+ 165.27% |
$1.15M - $1.18M
|
38.9K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-400- 86.21% |
$19K - $19.4K
|
64
$3.09K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.28K+ 31.5% |
$299K - $305K
|
26.2K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 4.66% |
$68.5K - $69.9K
|
29.4K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.5K+ 19.24% |
$737K - $752K
|
96K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.18K- 4.03% |
$151K - $155K
|
75.7K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 6.12% |
$536K - $547K
|
173K
$8.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.32K- 5.75% |
$158K - $161K
|
54.4K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108New |
$5.14K - $5.24K
|
108
$5.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.5KNew |
$262K - $267K
|
5.5K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-103- 1.94% |
$4.9K - $5K
|
5.22K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.47KNew |
$308K - $314K
|
6.47K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 39.94% |
$5.22M - $5.33M
|
165K
$7.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
541+ 5.9% |
$25.7K - $26.3K
|
9.71K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-730- 0.62% |
$34.7K - $35.4K
|
117K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.3K+ 0.37% |
$537K - $548K
|
3.07M
$148M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
53.7KNew |
$2.55M - $2.61M
|
53.7K
$2.59M
|