Latest Institutional Purchases of Ihares Core 1 5 Years Usd Bond (ISTB)
This list provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
203K+ 534.89% |
$9.65M - $9.8M
|
241K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
42.1K+ 5.31% |
$2M - $2.03M
|
835K
$40.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.9KNew |
$1.57M - $1.59M
|
32.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
31.9K+ 42.61% |
$1.52M - $1.54M
|
107K
$5.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28.1K+ 8.24% |
$1.34M - $1.36M
|
369K
$17.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18.2K+ 16.93% |
$866K - $880K
|
126K
$6.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.8K+ 9.84% |
$847K - $861K
|
199K
$9.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.1K+ 6.76% |
$621K - $631K
|
206K
$9.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.4K+ 8.63% |
$495K - $503K
|
131K
$6.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.08K+ 5.48% |
$432K - $439K
|
175K
$8.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
7.26K+ 92.75% |
$345K - $351K
|
15.1K
$727K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.73K+ 9.39% |
$320K - $325K
|
78.4K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.19K+ 15.32% |
$247K - $251K
|
39.1K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
5.17KNew |
$246K - $250K
|
5.17K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
3.17K+ 7.48% |
$151K - $153K
|
45.5K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.15K+ 5.21% |
$150K - $152K
|
63.7K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.38KNew |
$113K - $115K
|
2.38K
$115K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.34K+ 3.97% |
$112K - $113K
|
61.3K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.35K+ 9.1% |
$64.2K - $65.3K
|
16.2K
$781K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.15K+ 115.39% |
$54.6K - $55.5K
|
2.14K
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.11K+ 2.26% |
$52.8K - $53.7K
|
50.3K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.08K+ 5.58% |
$51.2K - $52K
|
20.4K
$982K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.02K+ 3.26% |
$48.5K - $49.3K
|
32.3K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
869+ 223.39% |
$41.4K - $42K
|
1.26K
$60.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 75900.0% |
$36.1K - $36.7K
|
760
$36.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
687+ 1.82% |
$32.7K - $33.2K
|
38.5K
$1.86M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
585+ 0.66% |
$27.8K - $28.3K
|
89.1K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
446New |
$21.2K - $21.6K
|
446
$21.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
377+ 769.39% |
$17.9K - $18.2K
|
426
$20.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
327New |
$15.6K - $15.8K
|
327
$15.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 60.08% |
$6.95K - $7.06K
|
389
$18.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
91+ 0.88% |
$4.33K - $4.4K
|
10.4K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
72+ 2.53% |
$3.43K - $3.48K
|
2.92K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 23.67% |
$1.9K - $1.93K
|
209
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
35+ 46.05% |
$1.67K - $1.69K
|
111
$5.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
31+ 0.47% |
$1.48K - $1.5K
|
6.66K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15+ 0.05% |
$714 - $725
|
32.4K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.1% |
$238 - $242
|
4.92K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.6% |
$143 - $145
|
499
$24.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.19% |
$47.6 - $48.4
|
518
$25K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.9MNew |
$90.4M - $92.3M
|
1.9M
$91.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
498K+ 4.87% |
$23.7M - $24.2M
|
10.7M
$517M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
387K+ 62.19% |
$18.4M - $18.8M
|
1.01M
$48.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
210K+ 16.25% |
$10M - $10.2M
|
1.5M
$72.6M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
205K+ 4.24% |
$9.77M - $9.97M
|
5.05M
$243M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
136KNew |
$6.46M - $6.59M
|
136K
$6.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
115KNew |
$5.47M - $5.58M
|
115K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
106K+ 1347.52% |
$5.06M - $5.16M
|
114K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
90.5K+ 43.94% |
$4.31M - $4.39M
|
296K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.6K+ 15.83% |
$4.26M - $4.35M
|
656K
$31.6M
|
|