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 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.34K+ 3.51% |
$206K - $211K
|
128K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
158+ 7.84% |
$7.52K - $7.67K
|
2.17K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10.6KNew |
$502K - $513K
|
10.6K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
314New |
$14.9K - $15.2K
|
314
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16New |
$761 - $777
|
16
$779
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
256New |
$12.2K - $12.4K
|
256
$12.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-400- 86.21% |
$19K - $19.4K
|
64
$3.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108New |
$5.14K - $5.24K
|
108
$5.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.5KNew |
$262K - $267K
|
5.5K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.8KNew |
$323K - $330K
|
6.8K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 18.44% |
$51.1K - $52.2K
|
4.75K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
448+ 10.3% |
$21.3K - $21.8K
|
4.8K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6+ 1.2% |
$285 - $291
|
504
$24.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-534- 9.97% |
$25.4K - $25.9K
|
4.82K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.32K+ 4.58% |
$300K - $307K
|
144K
$7.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.96KNew |
$236K - $241K
|
4.96K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-3.29K- 20.6% |
$157K - $160K
|
12.7K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-250- 2.74% |
$11.9K - $12.1K
|
8.87K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
115KNew |
$5.47M - $5.58M
|
115K
$5.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-167- 5.06% |
$7.95K - $8.11K
|
3.14K
$153K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.97K- 36.01% |
$93.7K - $95.7K
|
3.5K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.88KNew |
$89.5K - $91.3K
|
1.88K
$91.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
83K+ 51.55% |
$3.95M - $4.03M
|
244K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-755- 10.22% |
$35.9K - $36.7K
|
6.63K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12.6KNew |
$598K - $611K
|
12.6K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-912- 45.9% |
$43.4K - $44.3K
|
1.08K
$52.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.24% |
$666 - $680
|
1.14K
$55.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 50.0% |
$7.14K - $7.28K
|
150
$7.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
5.47KNew |
$260K - $266K
|
5.47K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
672+ 6.89% |
$32K - $32.6K
|
10.4K
$508K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
17.5K+ 30.31% |
$832K - $849K
|
75.1K
$3.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
38+ 0.38% |
$1.81K - $1.85K
|
9.92K
$483K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
245New |
$11.7K - $11.9K
|
245
$11.9K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-326- 6.73% |
$15.4K - $15.9K
|
4.52K
$220K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-45.1K- 72.62% |
$2.13M - $2.2M
|
17K
$827K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$566 - $585
|
12
$585
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.74K+ 27.55% |
$176K - $182K
|
17.3K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.64K- 36.67% |
$408K - $421K
|
14.9K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
12New |
$566 - $585
|
12
$585
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 1.85% |
$47.2 - $48.7
|
53
$2.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-284K- 99.97% |
$13.4M - $13.8M
|
71
$3.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.3K- 15.92% |
$485K - $501K
|
54.3K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.4KNew |
$1.29M - $1.33M
|
27.4K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
419+ 7.45% |
$19.8K - $20.4K
|
6.04K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.53K- 16.07% |
$120K - $123K
|
13.2K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
8.8KNew |
$415K - $429K
|
8.8K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.38KNew |
$207K - $213K
|
4.38K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
274New |
$12.9K - $13.4K
|
274
$13.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-27.3K- 60.63% |
$1.29M - $1.33M
|
17.7K
$862K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.13KNew |
$195K - $201K
|
4.13K
$201K
|
|