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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
168+ 1.73% |
$8.05K - $8.17K
|
9.88K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
199+ 4.53% |
$9.53K - $9.68K
|
4.59K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 92.79% |
$4.93K - $5.01K
|
8
$390
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.13K+ 19.84% |
$53.9K - $54.7K
|
6.79K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-243- 62.47% |
$11.6K - $11.8K
|
146
$7.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-422- 99.06% |
$20.2K - $20.5K
|
4
$195
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 57.14% |
$190 - $193
|
3
$146
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15New |
$714 - $725
|
15
$731
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-910- 38.69% |
$43.3K - $44K
|
1.44K
$70.2K
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19K+ 67.58% |
$903K - $917K
|
47K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-354- 0.17% |
$16.8K - $17.1K
|
206K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12.3KNew |
$586K - $595K
|
12.3K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.1KNew |
$907K - $921K
|
19.1K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
201New |
$9.57K - $9.72K
|
201
$9.79K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
225New |
$10.7K - $10.9K
|
225
$11K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-562- 75.03% |
$26.7K - $27.2K
|
187
$9.11K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
129KNew |
$6.12M - $6.22M
|
129K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.16K+ 3.29% |
$150K - $153K
|
99.2K
$4.83M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
19New |
$904 - $919
|
19
$925
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.64K- 17.93% |
$173K - $176K
|
16.7K
$813K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
492+ 0.75% |
$23.4K - $23.8K
|
65.7K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
56.2KNew |
$2.68M - $2.72M
|
56.2K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-107K- 93.51% |
$5.08M - $5.16M
|
7.41K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
19+ 1.74% |
$904 - $919
|
1.11K
$54.1K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 17.75% |
$56.5K - $57.4K
|
5.51K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.17K+ 13.09% |
$103K - $105K
|
18.7K
$911K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-929- 14.62% |
$44.2K - $44.9K
|
5.43K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.19K - $1.21K
|
25
$1.22K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 0.33% |
$952 - $967
|
5.99K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.19KNew |
$342K - $348K
|
7.19K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20.8KNew |
$992K - $1.01M
|
20.8K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9K- 61.87% |
$428K - $435K
|
5.54K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-357- 84.8% |
$17K - $17.3K
|
64
$3.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
313New |
$14.9K - $15.1K
|
313
$15.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$714 - $725
|
15
$731
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 2.96% |
$2.86K - $2.9K
|
1.97K
$96K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
446New |
$21.2K - $21.6K
|
446
$21.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-170- 0.92% |
$8.09K - $8.22K
|
18.2K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 23.67% |
$1.9K - $1.93K
|
209
$10.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
91+ 0.88% |
$4.33K - $4.4K
|
10.4K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
327New |
$15.6K - $15.8K
|
327
$15.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 75900.0% |
$36.1K - $36.7K
|
760
$37K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
585+ 0.66% |
$27.8K - $28.3K
|
89.1K
$4.34M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.98K+ 71.41% |
$142K - $145K
|
7.16K
$349K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
220New |
$10.5K - $10.7K
|
220
$10.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
206New |
$9.8K - $10K
|
206
$10K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.19K- 33.72% |
$104K - $106K
|
4.31K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$47.6 - $48.6
|
1
$48.7
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.57KNew |
$170K - $173K
|
3.57K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
424New |
$20.2K - $20.6K
|
424
$20.7K
|
|