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 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.12K- 1.43% |
$54.3K - $55K
|
77.4K
$3.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
596+ 2.19% |
$28.8K - $29.2K
|
27.8K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
15+ 0.23% |
$725 - $734
|
6.46K
$315K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.54K- 18.52% |
$122K - $124K
|
11.2K
$543K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7.59K- 31.21% |
$367K - $371K
|
16.7K
$815K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
219+ 7.36% |
$10.6K - $10.7K
|
3.2K
$156K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.54% |
$2.13K - $2.15K
|
8.24K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.57K+ 3.7% |
$76K - $77K
|
44.2K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.83K+ 27.56% |
$234K - $237K
|
22.4K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 1.6% |
$3.29K - $3.33K
|
4.32K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-10.4K- 68.92% |
$502K - $509K
|
4.69K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-45.5K- 30.41% |
$2.2M - $2.23M
|
104K
$5.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-879- 36.5% |
$42.5K - $43K
|
1.53K
$74.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-3- 0.05% |
$145 - $147
|
6.6K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 4.69% |
$11.2K - $11.3K
|
5.16K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.2K+ 18.47% |
$1.51M - $1.53M
|
200K
$9.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.79KNew |
$231K - $234K
|
4.79K
$233K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 0.45% |
$2.95K - $2.98K
|
13.6K
$665K
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-120K- 44.19% |
$5.8M - $5.88M
|
152K
$7.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.62K- 4.56% |
$416K - $422K
|
180K
$8.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.79K+ 2.04% |
$376K - $381K
|
390K
$19M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-23.4K- 17.06% |
$1.13M - $1.14M
|
114K
$5.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
125K+ 56.55% |
$6.04M - $6.12M
|
346K
$16.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-14.3K- 32.69% |
$690K - $699K
|
29.4K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
16+ 0.26% |
$773 - $783
|
6.1K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
594+ 2.67% |
$28.7K - $29.1K
|
22.9K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-15- 2.51% |
$725 - $734
|
582
$28.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$644K - $652K
|
13.3K
$649K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8+ 0.34% |
$386 - $391
|
2.39K
$116K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
110+ 0.85% |
$5.31K - $5.38K
|
13K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
10.1K+ 117.34% |
$487K - $493K
|
18.7K
$910K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.97% |
$2.08K - $2.1K
|
4.47K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
71.7KNew |
$3.47M - $3.51M
|
71.7K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.03K+ 3.09% |
$195K - $197K
|
135K
$6.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.25KNew |
$253K - $257K
|
5.25K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-5.75K- 13.3% |
$278K - $281K
|
37.5K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 0.11% |
$2.42K - $2.45K
|
46.9K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.68K- 2.93% |
$274K - $278K
|
188K
$9.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12.5K+ 31.37% |
$606K - $614K
|
52.5K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
4.41K+ 9.2% |
$213K - $216K
|
52.3K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
40.2K+ 7.89% |
$1.94M - $1.97M
|
550K
$26.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 2.04% |
$496K - $503K
|
513K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
19.8K+ 9.08% |
$958K - $970K
|
238K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
458+ 174.14% |
$22.1K - $22.4K
|
721
$35.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 22.91% |
$110K - $111K
|
7.63K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
114+ 0.26% |
$5.51K - $5.58K
|
43.7K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.29K+ 5.55% |
$449K - $454K
|
176K
$8.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.75K+ 2.15% |
$133K - $135K
|
131K
$6.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
338+ 0.46% |
$16.3K - $16.5K
|
74.3K
$3.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-197- 4.21% |
$9.52K - $9.64K
|
4.48K
$218K
|
|