Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-257Closed |
$13K - $13.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-272- 4.75% |
$13.7K - $13.9K
|
5.46K
$260K
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
SELL
|
- |
-293- 1.12% |
$14.8K - $15K
|
25.9K
$1.23M
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-303- 4.38% |
$15.3K - $15.5K
|
6.61K
$315K
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-312- 4.67% |
$15.7K - $15.9K
|
6.37K
$303K
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-334- 2.24% |
$16.8K - $17.1K
|
14.5K
$692K
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-364- 5.73% |
$18.3K - $18.6K
|
5.99K
$285K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-375Closed |
$18.9K - $19.1K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-376- 0.24% |
$19K - $19.2K
|
154K
$7.35M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-387- 39.69% |
$19.5K - $19.8K
|
588
$28K
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-450- 2.79% |
$22.7K - $23K
|
15.7K
$748K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 10.2% |
$25.2K - $25.5K
|
4.4K
$209K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-507Closed |
$25.6K - $25.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-509- 10.89% |
$25.7K - $26K
|
4.16K
$198K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-544Closed |
$27.4K - $27.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-549- 11.33% |
$27.7K - $28K
|
4.3K
$205K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-552- 3.66% |
$27.8K - $28.2K
|
14.5K
$692K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-565Closed |
$28.5K - $28.8K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-574- 11.28% |
$28.9K - $29.3K
|
4.51K
$215K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-588- 1.56% |
$29.6K - $30K
|
37.1K
$1.77M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-776- 6.05% |
$39.1K - $39.6K
|
12K
$574K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-856Closed |
$43.1K - $43.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-875- 2.03% |
$44.1K - $44.7K
|
42.2K
$2.01M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-1.05K- 48.09% |
$52.7K - $53.4K
|
1.13K
$53.7K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-1.09K- 0.55% |
$55.1K - $55.9K
|
199K
$9.48M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.26KClosed |
$63.7K - $64.5K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.32K- 6.32% |
$66.6K - $67.5K
|
19.6K
$933K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.38K- 1.47% |
$69.4K - $70.3K
|
92.5K
$4.4M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.39K- 4.55% |
$69.9K - $70.8K
|
29.1K
$1.38M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.43K- 11.07% |
$72K - $73K
|
11.5K
$546K
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 19.02% |
$74.1K - $75.1K
|
6.26K
$298K
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.49K- 8.52% |
$75.3K - $76.3K
|
16K
$764K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.63K- 2.54% |
$82K - $83.1K
|
62.5K
$2.98M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.73K- 6.85% |
$87K - $88.1K
|
23.5K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.86K- 1.83% |
$93.9K - $95.2K
|
100K
$4.76M
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.89K- 18.45% |
$95K - $96.2K
|
8.33K
$397K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
SELL
|
- |
-1.9K- 2.28% |
$95.8K - $97.1K
|
81.3K
$3.87M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.97K- 2.39% |
$99K - $100K
|
80.2K
$3.82M
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.98K- 1.94% |
$99.8K - $101K
|
100K
$4.77M
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2K- 17.58% |
$101K - $102K
|
9.38K
$446K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 13.5% |
$115K - $116K
|
14.6K
$694K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.33K- 13.28% |
$117K - $119K
|
15.2K
$723K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.43K- 0.82% |
$123K - $124K
|
293K
$13.9M
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.5K- 24.66% |
$126K - $128K
|
7.64K
$364K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.52K- 22.84% |
$127K - $129K
|
8.52K
$406K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-2.85K- 10.57% |
$144K - $146K
|
24.1K
$1.15M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-2.87K- 2.74% |
$145K - $146K
|
102K
$4.84M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.91K- 12.4% |
$146K - $148K
|
20.5K
$977K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.33KClosed |
$168K - $170K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-3.4K- 5.96% |
$171K - $174K
|
53.7K
$2.56M
|