Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$89.3K - $91.4K
|
1.93K
$92.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.79K+ 0.8% |
$82.7K - $84.7K
|
225K
$10.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.72K+ 38.16% |
$79.3K - $81.2K
|
6.22K
$298K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.65K+ 0.72% |
$76.3K - $78.2K
|
230K
$11M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.65K+ 12.42% |
$76.3K - $78.1K
|
15K
$717K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.61KNew |
$74.4K - $76.2K
|
1.61K
$77.2K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.57K+ 2.06% |
$72.5K - $74.3K
|
77.9K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.52K+ 14.47% |
$70.2K - $71.9K
|
12K
$576K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 74.21% |
$62.7K - $64.2K
|
3.19K
$153K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.33K+ 1.93% |
$61.3K - $62.7K
|
70K
$3.35M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.29K+ 26.22% |
$59.4K - $60.8K
|
6.2K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.1K+ 2.42% |
$50.6K - $51.8K
|
46.3K
$2.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.09K+ 6.61% |
$50.3K - $51.5K
|
17.6K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.02K+ 8.27% |
$47.2K - $48.4K
|
13.4K
$641K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
863+ 2.88% |
$39.8K - $40.8K
|
30.8K
$1.48M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
860+ 1.04% |
$39.7K - $40.7K
|
83.9K
$4.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
844New |
$39K - $39.9K
|
844
$40.4K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
837+ 3.14% |
$38.6K - $39.6K
|
27.5K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
760+ 13.4% |
$35.1K - $35.9K
|
6.43K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
700+ 10.94% |
$32.3K - $33.1K
|
7.1K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
529+ 6.61% |
$24.4K - $25K
|
8.53K
$409K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
526+ 0.63% |
$24.3K - $24.9K
|
83.7K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
515+ 1.54% |
$23.8K - $24.3K
|
34K
$1.63M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
449+ 95.13% |
$20.7K - $21.2K
|
921
$44.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
430New |
$19.8K - $20.3K
|
430
$20.6K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
355+ 0.43% |
$16.4K - $16.8K
|
83K
$3.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
299+ 1.05% |
$13.8K - $14.1K
|
28.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
290New |
$13.4K - $13.7K
|
290
$13.9K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
242+ 4.99% |
$11.2K - $11.4K
|
5.09K
$244K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
200+ 4.6% |
$9.23K - $9.46K
|
4.55K
$218K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
197+ 2.57% |
$9.09K - $9.31K
|
7.86K
$376K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
190+ 0.83% |
$8.77K - $8.98K
|
23.1K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
181New |
$8.35K - $8.56K
|
181
$8.67K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
160+ 2.75% |
$7.39K - $7.56K
|
5.98K
$287K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
149+ 0.71% |
$6.88K - $7.04K
|
21.1K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
138+ 0.79% |
$6.37K - $6.52K
|
17.7K
$846K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
133New |
$6.14K - $6.29K
|
133
$6.37K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115New |
$5.31K - $5.44K
|
115
$5.51K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
100+ 250.0% |
$4.62K - $4.73K
|
140
$6.71K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.56% |
$4.57K - $4.68K
|
17.9K
$857K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 31.49% |
$4.2K - $4.3K
|
380
$18.2K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
80+ 1.34% |
$3.69K - $3.78K
|
6.03K
$289K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
62+ 0.4% |
$2.86K - $2.93K
|
15.5K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 0.32% |
$2.35K - $2.41K
|
15.8K
$759K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
48+ 2400.0% |
$2.22K - $2.27K
|
50
$2.4K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
29+ 0.65% |
$1.34K - $1.37K
|
4.52K
$217K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$969 - $993
|
21
$1.01K
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
20+ 19.8% |
$923 - $946
|
121
$5.8K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
14New |
$646 - $662
|
14
$671
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
14+ 0.15% |
$646 - $662
|
9.47K
$454K
|