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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.11K+ 7.06% |
$295K - $308K
|
92.7K
$4.44M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.04K+ 6.03% |
$292K - $304K
|
106K
$5.09M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.69K+ 2.45% |
$275K - $286K
|
238K
$11.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.33KNew |
$257K - $268K
|
5.33K
$255K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5.28KNew |
$255K - $266K
|
5.28K
$252K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
5.27K+ 3.2% |
$254K - $265K
|
170K
$8.14M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.19KNew |
$250K - $261K
|
5.19K
$248K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.11K+ 20.53% |
$247K - $257K
|
30K
$1.44M
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
4.91K+ 1.32% |
$237K - $247K
|
377K
$18.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$205K - $213K
|
4.24K
$203K
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.16KNew |
$201K - $210K
|
4.16K
$199K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.15K+ 8.4% |
$200K - $209K
|
53.6K
$2.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
4.12K+ 263.28% |
$199K - $207K
|
5.68K
$272K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.04K+ 8.41% |
$195K - $203K
|
52.1K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4K+ 72.61% |
$193K - $201K
|
9.5K
$455K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 8.41% |
$158K - $164K
|
42.1K
$2.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
2.62K+ 9.39% |
$126K - $132K
|
30.5K
$1.46M
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.59K+ 9.41% |
$125K - $130K
|
30.1K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.53K+ 31.14% |
$122K - $128K
|
10.7K
$510K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.52K+ 1.43% |
$122K - $127K
|
178K
$8.53M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.5K+ 6.0% |
$121K - $126K
|
44.2K
$2.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.32K+ 40.26% |
$112K - $117K
|
8.1K
$387K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.02K+ 68.59% |
$97.7K - $102K
|
4.98K
$238K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.93K+ 2.27% |
$93.1K - $97.1K
|
86.9K
$4.16M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.92K+ 7.02% |
$92.7K - $96.7K
|
29.3K
$1.4M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.87K+ 43.78% |
$90.4K - $94.3K
|
6.15K
$294K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
1.7K+ 29.2% |
$82.2K - $85.7K
|
7.53K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.36K+ 2.76% |
$65.5K - $68.3K
|
50.4K
$2.41M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.36K+ 2.76% |
$65.5K - $68.3K
|
50.4K
$2.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.34K+ 6.39% |
$64.7K - $67.5K
|
22.3K
$1.07M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.33K+ 17.16% |
$64.1K - $66.8K
|
9.06K
$434K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
1.14K+ 4.4% |
$55K - $57.4K
|
27.1K
$1.29M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.13K+ 7.76% |
$54.5K - $56.9K
|
15.7K
$750K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.08K+ 5.14% |
$52.3K - $54.5K
|
22.2K
$1.06M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.02K+ 1733.9% |
$49.4K - $51.5K
|
1.08K
$51.8K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 14.53% |
$48.3K - $50.4K
|
7.88K
$377K
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
929+ 18.27% |
$44.9K - $46.8K
|
6.01K
$288K
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
917+ 0.41% |
$44.3K - $46.2K
|
224K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
906+ 3.19% |
$43.7K - $45.6K
|
29.3K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
732+ 30.49% |
$35.3K - $36.9K
|
3.13K
$150K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
640+ 0.79% |
$30.9K - $32.2K
|
81.7K
$3.91M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
518+ 20.47% |
$25K - $26.1K
|
3.05K
$146K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
507New |
$24.5K - $25.5K
|
507
$24.3K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
442+ 3.67% |
$21.3K - $22.3K
|
12.5K
$598K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
420+ 11.27% |
$20.3K - $21.2K
|
4.15K
$198K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
411+ 0.82% |
$19.8K - $20.7K
|
50.3K
$2.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
400+ 3.99% |
$19.3K - $20.1K
|
10.4K
$499K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
334+ 67.34% |
$16.1K - $16.8K
|
830
$39.7K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
324+ 2.93% |
$15.6K - $16.3K
|
11.4K
$544K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
300+ 5.42% |
$14.5K - $15.1K
|
5.84K
$279K
|