Purchases and Sales Made in Q4 2025 in Ihares Core 1 5 Years Usd Bond (ISTB)

ISTB Quotes by TradingView

This table provides information about the institutional ownership of Ihares Core 1 5 Years Usd Bond (ISTB) during Q4 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
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
107K
+ 15.08%
$5.19M - $5.23M
814K $39.7M
Jan 07, 2026 Q4 2025
Cahaba Wealth Management, Inc.

BUY
 -
66.9K
+ 6.71%
$3.26M - $3.28M
1.06M $51.9M
Jan 13, 2026 Q4 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
65.9K
+ 3.82%
$3.2M - $3.23M
1.79M $87.2M
Jan 14, 2026 Q4 2025
Prosperity Planning, Inc.

BUY
 -
60.8K
+ 6.72%
$2.96M - $2.98M
966K $47M
Jan 21, 2026 Q4 2025
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
59.7K
+ 15.44%
$2.91M - $2.93M
447K $21.8M
Jan 20, 2026 Q4 2025
Chatterton & Associates Inc.

Anaheim, CA
BUY
 -
44.3K
New
$2.16M - $2.17M
44.3K $2.16M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
30.6K
+ 461.5%
$1.49M - $1.5M
37.2K $1.81M
Jan 21, 2026 Q4 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
27.9K
+ 3.74%
$1.36M - $1.37M
774K $37.7M
Jan 07, 2026 Q4 2025
Kfa Private Wealth Group, LLC

BUY
 -
24K
+ 17.7%
$1.17M - $1.17M
159K $7.76M
Jan 15, 2026 Q4 2025
Shrier Wealth Management, LLC

Los Angeles, CA
BUY
 -
17.6K
New
$857K - $863K
17.6K $858K
Jan 20, 2026 Q4 2025
Sheets Smith Wealth Management

BUY
 -
12.3K
+ 43.9%
$598K - $602K
40.3K $1.96M
Jan 15, 2026 Q4 2025
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
11.9K
+ 9.79%
$581K - $585K
134K $6.52M
Jan 12, 2026 Q4 2025
Jgp Wealth Management, LLC

BUY
 -
11.7K
+ 8.95%
$571K - $575K
143K $6.96M
Jan 08, 2026 Q4 2025
Mkt Advisors LLC

Escondido, CA
BUY
 -
7.34K
+ 19.3%
$357K - $359K
45.3K $2.21M
Jan 23, 2026 Q4 2025
Gilbert Capital Group, Inc.

North Yarmouth, ME
BUY
 -
6.26K
+ 4.41%
$305K - $307K
148K $7.22M
Jan 23, 2026 Q4 2025
Rede Wealth, LLC

BUY
 -
5.99K
New
$291K - $293K
5.99K $292K
Jan 21, 2026 Q4 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
5.1K
New
$248K - $250K
5.1K $249K
Jan 22, 2026 Q4 2025
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
4.76K
+ 2.37%
$231K - $233K
205K $9.99M
Jan 14, 2026 Q4 2025
Lineweaver Wealth Advisors, LLC

BUY
 -
3.75K
+ 7.85%
$182K - $184K
51.5K $2.51M
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

BUY
 -
3.18K
+ 1.77%
$155K - $156K
183K $8.89M
Jan 21, 2026 Q4 2025
Stone House Investment Management, LLC

BUY
 -
2.99K
+ 6.77%
$145K - $146K
47.2K $2.3M
Jan 14, 2026 Q4 2025
Columbus Macro, LLC

BUY
 -
2.67K
+ 9.95%
$130K - $131K
29.5K $1.44M
Jan 21, 2026 Q4 2025
Baker Ellis Asset Management LLC

BUY
 -
2.4K
+ 1.78%
$117K - $118K
137K $6.67M
Jan 15, 2026 Q4 2025
Independence Financial Advisors, LLC

Franklin, NH
BUY
 -
2.32K
+ 1.53%
$113K - $114K
154K $7.5M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
2.11K
New
$103K - $103K
2.11K $103K
Jan 08, 2026 Q4 2025
Dagco, Inc.

BUY
 -
1.99K
New
$96.8K - $97.5K
1.99K $96.9K
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
1.7K
+ 70.54%
$82.6K - $83.2K
4.11K $200K
Jan 14, 2026 Q4 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.53K
+ 7.37%
$74.4K - $75K
22.3K $1.09M
Jan 16, 2026 Q4 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.53K
+ 25.31%
$74.3K - $74.9K
7.57K $369K
Jan 21, 2026 Q4 2025
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.12K
+ 1.06%
$54.4K - $54.8K
106K $5.19M
Jan 14, 2026 Q4 2025
Sterling Investment Advisors LLC

BUY
 -
918
+ 0.67%
$44.7K - $45K
139K $6.75M
Jan 07, 2026 Q4 2025
Bcgm Wealth Management, LLC

BUY
 -
342
+ 0.68%
$16.6K - $16.8K
50.6K $2.46M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
218
+ 37.46%
$10.6K - $10.7K
800 $39K
Jan 15, 2026 Q4 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
213
New
$10.4K - $10.4K
213 $10.4K
Jan 21, 2026 Q4 2025
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
127
+ 6.76%
$6.18K - $6.22K
2.01K $97.8K
Jan 23, 2026 Q4 2025
Patriot Investment Management Inc.

BUY
 -
102
+ 2.26%
$4.96K - $5K
4.62K $225K
Jan 07, 2026 Q4 2025
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
66
+ 0.03%
$3.21K - $3.23K
211K $10.3M
Jan 16, 2026 Q4 2025
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
57
+ 1.28%
$2.77K - $2.79K
4.52K $220K
Jan 20, 2026 Q4 2025
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
53
+ 0.72%
$2.58K - $2.6K
7.38K $360K
Jan 20, 2026 Q4 2025
Sunburst Financial Group, LLC

BUY
 -
13
+ 0.08%
$632 - $637
15.6K $758K
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
10
New
$486 - $490
10 $487
Jan 20, 2026 Q4 2025
E Cio, Inc.

Madison, WI
SELL
 -
-27
- 0.05%
$1.31K - $1.32K
55.3K $2.7M
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
SELL
 -
-41
- 13.44%
$1.99K - $2.01K
264 $12.9K
Jan 09, 2026 Q4 2025
First Heartland Consultants, Inc.

SELL
 -
-55
- 1.25%
$2.68K - $2.69K
4.34K $212K
Jan 21, 2026 Q4 2025
Hudson Capital Management LLC

SELL
 -
-83
- 1.85%
$4.04K - $4.07K
4.4K $214K
Jan 15, 2026 Q4 2025
Infinity Wealth Counsel, LLC

Loveland, OH
SELL
 -
-100
- 1.98%
$4.86K - $4.9K
4.96K $242K
Jan 09, 2026 Q4 2025
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-127
- 2.46%
$6.18K - $6.22K
5.03K $245K
Jan 08, 2026 Q4 2025
Affinity Capital Advisors, LLC

SELL
 -
-171
- 3.41%
$8.32K - $8.38K
4.84K $236K
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
SELL
 -
-208
- 2.56%
$10.1K - $10.2K
7.93K $386K

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