Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
24.9M+ 6695.05% |
$1.2B - $1.26B
|
25.3M
$1.21B
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.54M+ 4403.31% |
$74.1M - $77.3M
|
1.57M
$75.1M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
991K+ 28.0% |
$47.9M - $49.9M
|
4.53M
$217M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
825K+ 83.11% |
$39.8M - $41.5M
|
1.82M
$86.9M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
808K+ 89.38% |
$39M - $40.7M
|
1.71M
$81.9M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
774K+ 290.31% |
$37.4M - $39M
|
1.04M
$49.8M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
607K+ 375.84% |
$29.3M - $30.6M
|
769K
$36.8M
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
514K+ 33.63% |
$24.8M - $25.9M
|
2.04M
$97.8M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
407KNew |
$19.7M - $20.5M
|
407K
$19.5M
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
323K+ 5.18% |
$15.6M - $16.2M
|
6.56M
$314M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
291K+ 12.33% |
$14M - $14.7M
|
2.65M
$127M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
286KNew |
$13.8M - $14.4M
|
286K
$13.7M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
277KNew |
$13.4M - $13.9M
|
277K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
179K+ 8.1% |
$8.64M - $9.01M
|
2.39M
$114M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 21.55% |
$7.62M - $7.95M
|
891K
$42.6M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
142KNew |
$6.84M - $7.13M
|
142K
$6.78M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
136K+ 39.3% |
$6.59M - $6.87M
|
484K
$23.2M
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
131K+ 43.66% |
$6.34M - $6.61M
|
432K
$20.7M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
127K+ 312.18% |
$6.11M - $6.38M
|
167K
$8M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
111K+ 153.64% |
$5.35M - $5.58M
|
183K
$8.76M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
103K+ 29.25% |
$4.96M - $5.17M
|
454K
$21.7M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
100K+ 126.35% |
$4.84M - $5.05M
|
180K
$8.6M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
96.3KNew |
$4.65M - $4.85M
|
96.3K
$4.61M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
79.8KNew |
$3.85M - $4.02M
|
79.8K
$3.82M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
78.9KNew |
$3.81M - $3.97M
|
78.9K
$3.77M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65.4KNew |
$3.16M - $3.29M
|
65.4K
$3.13M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
60.6KNew |
$2.93M - $3.05M
|
60.6K
$2.9M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
58.3K+ 71.67% |
$2.81M - $2.94M
|
140K
$6.68M
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
53.6KNew |
$2.59M - $2.7M
|
53.6K
$2.57M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.7KNew |
$2.54M - $2.65M
|
52.7K
$2.52M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
52.1K+ 449.03% |
$2.51M - $2.62M
|
63.7K
$3.05M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
51.7K+ 60.15% |
$2.5M - $2.6M
|
138K
$6.59M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.9K+ 426.76% |
$2.41M - $2.51M
|
61.6K
$2.95M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.2K+ 1000.21% |
$2.33M - $2.43M
|
53K
$2.54M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
47.5K+ 36.67% |
$2.29M - $2.39M
|
177K
$8.47M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.7K+ 117.89% |
$2.11M - $2.2M
|
80.8K
$3.87M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.3K+ 8.09% |
$2.09M - $2.18M
|
578K
$27.7M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
43.2KNew |
$2.09M - $2.18M
|
43.2K
$2.07M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
41.1KNew |
$1.98M - $2.07M
|
41.1K
$1.97M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
41K+ 80.19% |
$1.98M - $2.06M
|
92.1K
$4.41M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.6K+ 15.69% |
$1.67M - $1.74M
|
255K
$12.2M
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
33K+ 4.88% |
$1.59M - $1.66M
|
710K
$34M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 1.95% |
$1.57M - $1.64M
|
1.7M
$81.4M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
31.8K+ 27.96% |
$1.53M - $1.6M
|
145K
$6.96M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
31.4K+ 140.27% |
$1.52M - $1.58M
|
53.8K
$2.57M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
30.1K+ 122.51% |
$1.45M - $1.52M
|
54.7K
$2.62M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
28.3K+ 523.87% |
$1.37M - $1.42M
|
33.7K
$1.61M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
28.2K+ 27.51% |
$1.36M - $1.42M
|
131K
$6.26M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$1.32M - $1.38M
|
27.4K
$1.31M
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
27.1K+ 27.94% |
$1.31M - $1.36M
|
124K
$5.93M
|