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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.43K- 13.56% |
$204K - $209K
|
28.2K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.5K- 16.88% |
$208K - $213K
|
22.2K
$1.06M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.66K- 9.16% |
$215K - $220K
|
46.2K
$2.21M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.75K- 42.49% |
$219K - $225K
|
6.43K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.13K- 33.52% |
$237K - $242K
|
10.2K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.15K- 2.2% |
$238K - $244K
|
229K
$11M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.2K- 10.34% |
$240K - $246K
|
45.1K
$2.16M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.56K- 17.39% |
$257K - $263K
|
26.4K
$1.26M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-5.69K- 18.09% |
$263K - $269K
|
25.8K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.38K- 2.38% |
$294K - $301K
|
261K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.03K- 14.86% |
$324K - $332K
|
40.2K
$1.93M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.06K- 6.13% |
$326K - $334K
|
108K
$5.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-7.56K- 2.44% |
$349K - $358K
|
302K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.74K- 42.26% |
$357K - $366K
|
10.6K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-8.4K- 27.03% |
$388K - $397K
|
22.7K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-8.65K- 55.93% |
$399K - $409K
|
6.82K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.73K- 38.76% |
$403K - $413K
|
13.8K
$661K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.73K- 38.76% |
$403K - $413K
|
13.8K
$661K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-8.76K- 9.88% |
$404K - $414K
|
79.9K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.07K- 29.04% |
$419K - $429K
|
22.2K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.26K- 4.69% |
$428K - $438K
|
188K
$9.02M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-9.29K- 10.07% |
$429K - $439K
|
83K
$3.98M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9.63K- 3.96% |
$445K - $455K
|
234K
$11.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9.8K- 5.52% |
$452K - $463K
|
168K
$8.03M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.7K- 14.07% |
$493K - $505K
|
65.3K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.4K- 19.87% |
$528K - $541K
|
46.1K
$2.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-11.7K- 57.18% |
$540K - $553K
|
8.76K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-11.7K- 53.32% |
$541K - $554K
|
10.3K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11.9K- 24.92% |
$551K - $564K
|
35.9K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.2K- 56.18% |
$564K - $577K
|
9.52K
$456K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.5K- 14.7% |
$576K - $590K
|
72.4K
$3.47M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-13K- 1.97% |
$600K - $615K
|
647K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13K- 7.65% |
$601K - $615K
|
157K
$7.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-13.2K- 16.01% |
$610K - $624K
|
69.3K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 4.88% |
$621K - $636K
|
262K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-13.7K- 58.45% |
$632K - $648K
|
9.74K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-14.4K- 8.05% |
$663K - $679K
|
164K
$7.86M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.2K- 27.17% |
$700K - $716K
|
40.6K
$1.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-16.3K- 10.12% |
$753K - $771K
|
145K
$6.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-16.5K- 15.2% |
$761K - $780K
|
92K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.7K- 10.58% |
$771K - $790K
|
141K
$6.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-18.7K- 69.42% |
$862K - $882K
|
8.22K
$394K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 41.42% |
$914K - $936K
|
28K
$1.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-20.6K- 6.19% |
$950K - $973K
|
312K
$14.9M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-21.6K- 28.61% |
$996K - $1.02M
|
53.8K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23K- 44.11% |
$1.06M - $1.09M
|
29.2K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-25.6K- 85.03% |
$1.18M - $1.21M
|
4.51K
$216K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-28.2K- 27.87% |
$1.3M - $1.33M
|
72.9K
$3.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 8.16% |
$1.44M - $1.48M
|
351K
$16.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-33.1K- 31.2% |
$1.53M - $1.57M
|
73.1K
$3.5M
|