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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.34KNew |
$207K - $211K
|
4.34K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-179- 0.38% |
$8.52K - $8.69K
|
46.8K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 20.57% |
$771K - $787K
|
95K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-451- 0.67% |
$21.5K - $21.9K
|
67.4K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9.02K- 26.31% |
$429K - $438K
|
25.3K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.87% |
$95.2 - $97.1
|
109
$5.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-167- 5.06% |
$7.95K - $8.11K
|
3.14K
$151K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
970+ 7.96% |
$46.2K - $47.1K
|
13.2K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-757- 2.4% |
$36K - $36.8K
|
30.9K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-210- 1.42% |
$9.99K - $10.2K
|
14.6K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-27.1K- 17.32% |
$1.29M - $1.31M
|
129K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.16K+ 0.69% |
$55K - $56.1K
|
169K
$8.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41.9K+ 255.37% |
$2M - $2.04M
|
58.4K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
115KNew |
$5.47M - $5.58M
|
115K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.27K- 22.53% |
$299K - $305K
|
21.6K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.9K+ 4.09% |
$519K - $529K
|
278K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.97K- 36.01% |
$93.7K - $95.7K
|
3.5K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
677New |
$32.2K - $32.9K
|
677
$32.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6.35KNew |
$302K - $308K
|
6.35K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 9.54% |
$4.52K - $4.61K
|
1.09K
$52.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-281- 4.24% |
$13.4K - $13.6K
|
6.35K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-44- 0.63% |
$2.09K - $2.14K
|
6.94K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
525+ 9.61% |
$25K - $25.5K
|
5.99K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
92+ 0.46% |
$4.38K - $4.47K
|
20.1K
$971K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-23.3K- 33.55% |
$1.11M - $1.13M
|
46.1K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.83K- 39.09% |
$135K - $137K
|
4.41K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.8K+ 20.24% |
$1.04M - $1.06M
|
129K
$6.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
169+ 2.42% |
$8.04K - $8.21K
|
7.17K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-172- 0.22% |
$8.18K - $8.35K
|
76.9K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
676+ 12.76% |
$32.2K - $32.8K
|
5.97K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
95+ 0.61% |
$4.52K - $4.61K
|
15.6K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.66K+ 69.72% |
$412K - $421K
|
21.1K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
630+ 4.01% |
$30K - $30.6K
|
16.3K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
32.5KNew |
$1.55M - $1.58M
|
32.5K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.1K- 2.99% |
$195K - $199K
|
133K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
309+ 0.13% |
$14.7K - $15K
|
244K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.5K+ 3.07% |
$452K - $461K
|
319K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 2.31% |
$856 - $874
|
798
$38.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-983- 18.46% |
$46.8K - $47.7K
|
4.34K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
23.3KNew |
$1.11M - $1.13M
|
23.3K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.51K- 4.43% |
$71.8K - $73.3K
|
32.5K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
238+ 4.11% |
$11.3K - $11.6K
|
6.02K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
157+ 4.57% |
$7.47K - $7.62K
|
3.59K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.58K- 1.66% |
$75.1K - $76.6K
|
93.3K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
273+ 1.56% |
$13K - $13.3K
|
17.7K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.88KNew |
$89.5K - $91.3K
|
1.88K
$90.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
38.3K+ 12.67% |
$1.82M - $1.86M
|
340K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
83K+ 51.55% |
$3.95M - $4.03M
|
244K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.88K- 12.02% |
$89.2K - $91.1K
|
13.7K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.2K- 11.89% |
$57K - $58.2K
|
8.89K
$429K
|