Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-120- 1.04% |
$5.55K - $5.63K
|
11.4K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-130- 8.78% |
$6.01K - $6.1K
|
1.35K
$65K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-130- 0.3% |
$6.01K - $6.1K
|
43.1K
$2.08M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-130- 8.78% |
$6.01K - $6.1K
|
1.35K
$65K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-170- 2.33% |
$7.86K - $7.97K
|
7.12K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-173- 0.65% |
$8K - $8.11K
|
26.3K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-189- 1.41% |
$8.74K - $8.86K
|
13.3K
$638K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-249- 1.61% |
$11.5K - $11.7K
|
15.2K
$732K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-268- 0.79% |
$12.4K - $12.6K
|
33.7K
$1.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-275- 2.21% |
$12.7K - $12.9K
|
12.2K
$586K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-288- 21.36% |
$13.3K - $13.5K
|
1.06K
$51K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-294- 54.85% |
$13.6K - $13.8K
|
242
$11.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 3.93% |
$13.9K - $14.1K
|
7.33K
$353K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-309- 1.41% |
$14.3K - $14.5K
|
21.6K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-317- 1.47% |
$14.7K - $14.9K
|
21.3K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-350- 43.1% |
$16.2K - $16.4K
|
462
$22.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-362- 4.99% |
$16.7K - $17K
|
6.9K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-383- 0.88% |
$17.7K - $18K
|
43.2K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-421- 27.57% |
$19.5K - $19.7K
|
1.11K
$53.2K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-445- 26.63% |
$20.6K - $20.9K
|
1.23K
$59K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-558- 9.49% |
$25.8K - $26.2K
|
5.32K
$256K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-561- 3.25% |
$26K - $26.3K
|
16.7K
$804K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-590- 1.71% |
$27.3K - $27.7K
|
33.9K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-600- 7.65% |
$27.8K - $28.1K
|
7.24K
$348K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-619- 4.65% |
$28.6K - $29K
|
12.7K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-658- 4.48% |
$30.4K - $30.9K
|
14K
$675K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-666- 47.54% |
$30.8K - $31.2K
|
735
$35.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-700- 97.22% |
$32.4K - $32.8K
|
20
$963
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-714- 12.75% |
$33K - $33.5K
|
4.89K
$235K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-730- 2.67% |
$33.8K - $34.2K
|
26.6K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-734- 2.73% |
$34K - $34.4K
|
26.2K
$1.26M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-800- 7.16% |
$37K - $37.5K
|
10.4K
$500K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-824- 1.1% |
$38.1K - $38.6K
|
73.8K
$3.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-826- 4.39% |
$38.2K - $38.7K
|
18K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-859- 13.79% |
$39.7K - $40.3K
|
5.37K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-930- 2.19% |
$43K - $43.6K
|
41.6K
$2M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-943- 5.64% |
$43.6K - $44.2K
|
15.8K
$759K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-961- 59.65% |
$44.5K - $45.1K
|
650
$31.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-971- 3.76% |
$44.9K - $45.5K
|
24.9K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.08K- 5.16% |
$50.1K - $50.8K
|
19.9K
$959K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 5.96% |
$58.1K - $58.9K
|
19.8K
$954K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.34K- 10.52% |
$61.8K - $62.7K
|
11.4K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.64K- 25.18% |
$75.7K - $76.8K
|
4.86K
$234K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.64K- 5.44% |
$75.7K - $76.8K
|
28.5K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.74K- 3.91% |
$80.5K - $81.6K
|
42.7K
$2.06M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.8K- 10.39% |
$83.3K - $84.4K
|
15.5K
$747K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.94K- 3.34% |
$89.5K - $90.8K
|
56K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.17K- 7.83% |
$100K - $102K
|
25.5K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.18K- 2.62% |
$101K - $102K
|
80.8K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.2K- 17.71% |
$102K - $103K
|
10.2K
$491K
|