Purchases and Sales Made in Q3 2025 in Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information about the institutional ownership of Ihares Core 1 5 Years Usd Bond (ISTB) during Q3 2025. The information is specifically focused on institutions that hold shares of IHARES CORE 1-5 YEARS USD BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
794K+ 7.78% |
$38.3M - $38.8M
|
11M
$535M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
422KNew |
$20.4M - $20.6M
|
422K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
317K+ 81.17% |
$15.3M - $15.5M
|
708K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
193K+ 72.55% |
$9.35M - $9.47M
|
460K
$22.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
193K+ 19.63% |
$9.33M - $9.45M
|
1.18M
$57.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173K+ 22.66% |
$8.37M - $8.48M
|
938K
$45.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
125K+ 56.55% |
$6.04M - $6.12M
|
346K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118K+ 5.91% |
$5.7M - $5.77M
|
2.11M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
113K+ 2.2% |
$5.44M - $5.51M
|
5.24M
$255M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111K+ 14.75% |
$5.34M - $5.41M
|
860K
$41.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
105KNew |
$5.07M - $5.14M
|
105K
$5.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
98.7K+ 543.59% |
$4.77M - $4.83M
|
117K
$5.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91.5K+ 7.91% |
$4.42M - $4.48M
|
1.25M
$60.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
81.7K+ 123.02% |
$3.95M - $4M
|
148K
$7.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
75.3K+ 40.19% |
$3.64M - $3.69M
|
263K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
71.7KNew |
$3.47M - $3.51M
|
71.7K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
71K+ 36.48% |
$3.43M - $3.47M
|
266K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.8K+ 8.89% |
$3.13M - $3.17M
|
794K
$38.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
59.6KNew |
$2.88M - $2.91M
|
59.6K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
58K+ 427.99% |
$2.8M - $2.84M
|
71.5K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
51.2K+ 12.49% |
$2.47M - $2.5M
|
461K
$22.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
49.2K+ 5.76% |
$2.38M - $2.41M
|
905K
$44.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46.4K+ 4.87% |
$2.24M - $2.27M
|
998K
$48.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
44.8K+ 9.23% |
$2.16M - $2.19M
|
530K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.7K+ 31.42% |
$2.06M - $2.09M
|
178K
$8.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
40.3K+ 333.68% |
$1.94M - $1.97M
|
52.3K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
40.2K+ 7.89% |
$1.94M - $1.97M
|
550K
$26.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
38.5K+ 3.47% |
$1.86M - $1.89M
|
1.15M
$56M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.1K+ 5.08% |
$1.74M - $1.77M
|
747K
$36.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.5K+ 9.46% |
$1.72M - $1.74M
|
411K
$20M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.8K+ 2.06% |
$1.68M - $1.7M
|
1.72M
$83.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
34.5K+ 13.76% |
$1.67M - $1.69M
|
285K
$13.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
32.1K+ 122.44% |
$1.55M - $1.57M
|
58.4K
$2.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.2K+ 18.47% |
$1.51M - $1.53M
|
200K
$9.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
23.9K+ 6.6% |
$1.16M - $1.17M
|
387K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
23.2K+ 20.24% |
$1.12M - $1.14M
|
138K
$6.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 3.57% |
$1.08M - $1.09M
|
649K
$31.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
21.9K+ 14.65% |
$1.06M - $1.07M
|
172K
$8.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
19.8K+ 9.08% |
$958K - $970K
|
238K
$11.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
18.5K+ 3.38% |
$892K - $903K
|
564K
$27.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
17.5K+ 28.4% |
$848K - $859K
|
79.3K
$3.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17K+ 11.16% |
$823K - $834K
|
170K
$8.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$816K - $826K
|
16.9K
$823K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.6K+ 14.52% |
$800K - $810K
|
131K
$6.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
15.2K+ 5.26% |
$735K - $744K
|
304K
$14.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.7K+ 8.05% |
$711K - $720K
|
198K
$9.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
14.3K+ 2.53% |
$693K - $701K
|
580K
$28.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.8K+ 8.32% |
$666K - $675K
|
179K
$8.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.7KNew |
$664K - $672K
|
13.7K
$669K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$644K - $652K
|
13.3K
$649K
|
|