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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.5K- 6.39% |
$1.76M - $1.79M
|
535K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38.4K- 43.33% |
$1.86M - $1.88M
|
50.2K
$2.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-45.5K- 30.41% |
$2.2M - $2.23M
|
104K
$5.07M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-47K- 45.44% |
$2.27M - $2.3M
|
56.5K
$2.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-113K- 88.56% |
$5.45M - $5.52M
|
14.6K
$710K
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-120K- 44.19% |
$5.8M - $5.88M
|
152K
$7.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-133K- 32.82% |
$6.44M - $6.53M
|
273K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-153K- 29.89% |
$7.41M - $7.51M
|
360K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-170K- 86.64% |
$8.2M - $8.3M
|
26.2K
$1.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-201K- 80.84% |
$9.73M - $9.85M
|
47.7K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-202K- 19.68% |
$9.74M - $9.87M
|
823K
$40.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-230K- 77.55% |
$11.1M - $11.3M
|
66.6K
$3.25M
|
|