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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
8.8KNew |
$415K - $429K
|
8.8K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-400- 0.3% |
$18.9K - $19.5K
|
131K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
419+ 7.45% |
$19.8K - $20.4K
|
6.04K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-69.6K- 51.13% |
$3.28M - $3.39M
|
66.5K
$3.21M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
274New |
$12.9K - $13.4K
|
274
$13.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-27.3K- 60.63% |
$1.29M - $1.33M
|
17.7K
$854K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.13KNew |
$195K - $201K
|
4.13K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 98.95% |
$4.43K - $4.58K
|
1
$48.2
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 16.06% |
$50K - $51.7K
|
5.54K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.07KNew |
$239K - $247K
|
5.07K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.07% |
$4.29K - $4.44K
|
4.49K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.28KNew |
$202K - $209K
|
4.28K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$472 - $487
|
10
$482
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
206New |
$9.72K - $10K
|
206
$9.94K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-274- 1.85% |
$12.9K - $13.4K
|
14.5K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
287+ 40.71% |
$13.5K - $14K
|
992
$47.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.66KNew |
$126K - $130K
|
2.66K
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$566 - $585
|
12
$579
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
909K+ 153.96% |
$42.9M - $44.3M
|
1.5M
$72.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-808K- 69.16% |
$38.1M - $39.4M
|
361K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.07% |
$142 - $146
|
4.41K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
9.27K+ 5.89% |
$437K - $452K
|
167K
$8.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.03K+ 3.91% |
$237K - $245K
|
134K
$6.45M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$2.67K - $2.71K
|
57
$2.75K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.85KNew |
$86.7K - $87.8K
|
1.85K
$89.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-305K- 94.73% |
$14.3M - $14.5M
|
17K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
326+ 77.07% |
$15.3K - $15.5K
|
749
$36.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-900- 8.2% |
$42.2K - $42.7K
|
10.1K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
310New |
$14.5K - $14.7K
|
310
$15K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-420- 92.92% |
$19.7K - $19.9K
|
32
$1.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 39.91% |
$616K - $624K
|
19.8K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.9K- 95.0% |
$89K - $90.2K
|
100
$4.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
473K+ 36.04% |
$22.1M - $22.4M
|
1.78M
$86.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 3.26% |
$6.89K - $6.98K
|
4.66K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.5K - $1.52K
|
32
$1.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
101New |
$4.73K - $4.79K
|
101
$4.87K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 4.62% |
$2.72K - $2.75K
|
1.2K
$57.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.47K- 10.06% |
$68.9K - $69.8K
|
13.2K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.75KNew |
$129K - $131K
|
2.75K
$133K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
13.4K+ 4.9% |
$628K - $637K
|
287K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
804+ 386.54% |
$37.7K - $38.2K
|
1.01K
$48.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.7KNew |
$454K - $460K
|
9.7K
$468K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
318+ 7.88% |
$14.9K - $15.1K
|
4.35K
$210K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-900- 17.01% |
$42.2K - $42.7K
|
4.39K
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-275- 4.53% |
$12.9K - $13.1K
|
5.8K
$280K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.43KNew |
$67K - $67.9K
|
1.43K
$69K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40.2K- 71.54% |
$1.88M - $1.91M
|
16K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-59.2K- 90.69% |
$2.77M - $2.81M
|
6.08K
$293K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
118+ 0.95% |
$5.53K - $5.6K
|
12.5K
$602K
|
|