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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
85+ 0.72% |
$3.88K - $3.98K
|
11.8K
$576K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$2.78K - $2.86K
|
61
$2.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$97.4
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.45% |
$45.6 - $46.8
|
70
$3.41K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12.5KNew |
$573K - $598K
|
12.5K
$608K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.9KNew |
$455K - $474K
|
9.9K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5.57KNew |
$256K - $267K
|
5.57K
$271K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$216K - $225K
|
4.7K
$229K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.41K+ 0.29% |
$156K - $163K
|
1.18M
$57.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.1KNew |
$142K - $148K
|
3.1K
$151K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1KNew |
$45.9K - $47.9K
|
1K
$48.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
350+ 17.72% |
$16.1K - $16.8K
|
2.33K
$113K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91+ 1.11% |
$4.18K - $4.36K
|
8.28K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.35K - $3.5K
|
73
$3.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42New |
$1.93K - $2.01K
|
42
$2.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$919 - $958
|
9.54K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.49% |
$230 - $240
|
1.02K
$49.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$138 - $144
|
568
$27.7K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
461KNew |
$21.6M - $22.3M
|
461K
$22.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$5.78M - $5.97M
|
124K
$6.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
54KNew |
$2.52M - $2.61M
|
54K
$2.63M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.65KNew |
$451K - $466K
|
9.65K
$470K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.39KNew |
$346K - $357K
|
7.39K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.58KNew |
$308K - $318K
|
6.58K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.25KNew |
$246K - $254K
|
5.25K
$256K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95KNew |
$231K - $239K
|
4.95K
$241K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
891New |
$41.7K - $43K
|
891
$43.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
404+ 5.13% |
$18.9K - $19.5K
|
8.29K
$404K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$11K - $11.4K
|
235
$11.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.9K - $11.2K
|
232
$11.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.59K - $1.64K
|
34
$1.66K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$327 - $338
|
7
$341
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
96.3KNew |
$4.65M - $4.85M
|
96.3K
$4.69M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
190New |
$9.17K - $9.57K
|
190
$9.25K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
106New |
$5.12K - $5.34K
|
106
$5.16K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.08% |
$290 - $302
|
7.64K
$372K
|
|
| Q4 2021 | |||||||
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.97KNew |
$301K - $305K
|
5.97K
$291K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.43KNew |
$274K - $277K
|
5.43K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
821New |
$41.4K - $41.9K
|
821
$40K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
507New |
$25.6K - $25.9K
|
507
$24.7K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
142New |
$7.16K - $7.25K
|
142
$6.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
62New |
$3.12K - $3.17K
|
62
$3.02K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
58+ 5.64% |
$2.92K - $2.96K
|
1.09K
$52.9K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65.1KNew |
$3.32M - $3.34M
|
65.1K
$3.17M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
91New |
$4.64K - $4.67K
|
91
$4.43K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.7KNew |
$343K - $346K
|
6.7K
$326K
|
|
| Q4 2020 | |||||||
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$308K - $310K
|
6K
$292K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$154 - $155
|
3
$146
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.1KNew |
$108K - $108K
|
2.1K
$102K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.5KNew |
$678K - $697K
|
13.5K
$659K
|
|