Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-540- 3.83% |
$25.3K - $26.1K
|
13.5K
$649K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-550- 8.65% |
$25.7K - $26.6K
|
5.81K
$278K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580Closed |
$27.1K - $28K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-588- 3.47% |
$27.5K - $28.4K
|
16.4K
$785K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-600Closed |
$28.1K - $29K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-650- 11.86% |
$30.4K - $31.4K
|
4.83K
$231K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-653- 10.18% |
$30.5K - $31.5K
|
5.76K
$276K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-675- 67.5% |
$31.6K - $32.6K
|
325
$15.6K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-685- 11.19% |
$32K - $33.1K
|
5.44K
$260K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-754- 0.58% |
$35.3K - $36.4K
|
130K
$6.23M
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-806- 25.73% |
$37.7K - $38.9K
|
2.33K
$111K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.04K- 4.82% |
$48.4K - $50K
|
20.4K
$978K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.12K- 10.73% |
$52.2K - $53.9K
|
9.28K
$445K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.2KClosed |
$56.2K - $58K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.29KClosed |
$60.3K - $62.3K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-1.31K- 3.97% |
$61.2K - $63.2K
|
31.7K
$1.52M
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.31K- 8.85% |
$61.3K - $63.3K
|
13.5K
$647K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.32K- 0.36% |
$61.9K - $64K
|
371K
$17.8M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.49K- 9.51% |
$69.7K - $72K
|
14.2K
$680K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.49K- 6.97% |
$69.8K - $72.1K
|
19.9K
$954K
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.5K- 1.02% |
$70.2K - $72.5K
|
146K
$6.97M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.58KClosed |
$73.8K - $76.2K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1.58K- 4.19% |
$74K - $76.4K
|
36.1K
$1.73M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.62K- 11.15% |
$75.9K - $78.4K
|
12.9K
$619K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.77K- 3.49% |
$82.9K - $85.6K
|
49.1K
$2.35M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.77K- 3.52% |
$83K - $85.7K
|
48.6K
$2.33M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.86K- 19.13% |
$87.1K - $90K
|
7.87K
$377K
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.08KClosed |
$97.3K - $100K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.19K- 15.65% |
$102K - $106K
|
11.8K
$566K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.22K- 7.25% |
$104K - $107K
|
28.4K
$1.36M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.71K- 23.86% |
$127K - $131K
|
8.66K
$415K
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-2.93K- 21.44% |
$137K - $141K
|
10.7K
$514K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.07K- 4.36% |
$144K - $148K
|
67.4K
$3.23M
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.2K- 6.21% |
$150K - $155K
|
48.4K
$2.32M
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.6K- 27.77% |
$168K - $174K
|
9.37K
$449K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.64K- 9.08% |
$170K - $176K
|
36.4K
$1.74M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.86K- 94.77% |
$181K - $187K
|
213
$10.2K
|
|
Aug 11, 2022
Q2 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-4K- 36.0% |
$187K - $193K
|
7.11K
$341K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.09K- 38.27% |
$191K - $197K
|
6.59K
$316K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.16KClosed |
$195K - $201K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.27KClosed |
$200K - $206K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.32K- 14.16% |
$202K - $209K
|
26.2K
$1.25M
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.39K- 41.84% |
$205K - $212K
|
6.1K
$292K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 92.24% |
$206K - $213K
|
371
$17.8K
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-4.44KClosed |
$208K - $214K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.61K- 7.81% |
$216K - $223K
|
54.5K
$2.61M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.69K- 5.81% |
$219K - $227K
|
76.1K
$3.65M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.01K- 5.76% |
$234K - $242K
|
81.9K
$3.92M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.06K- 7.95% |
$237K - $244K
|
58.6K
$2.81M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.16K- 48.98% |
$242K - $249K
|
5.38K
$258K
|