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 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
281+ 2.22% |
$13.6K - $14.2K
|
13K
$621K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
253+ 85.47% |
$12.2K - $12.7K
|
549
$26.3K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
236+ 5.62% |
$11.4K - $11.9K
|
4.44K
$212K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
231+ 2.95% |
$11.2K - $11.6K
|
8.06K
$386K
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
205+ 2.38% |
$9.9K - $10.3K
|
8.82K
$422K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
200New |
$9.66K - $10.1K
|
200
$9.57K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
200+ 3.38% |
$9.66K - $10.1K
|
6.12K
$293K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
190New |
$9.17K - $9.57K
|
190
$9.09K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
190+ 0.23% |
$9.17K - $9.57K
|
81.3K
$3.89M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
174+ 0.59% |
$8.4K - $8.76K
|
29.8K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
151+ 0.24% |
$7.29K - $7.6K
|
63.1K
$3.02M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140+ 0.95% |
$6.76K - $7.05K
|
14.8K
$709K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
124New |
$5.99K - $6.24K
|
124
$5.93K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
106New |
$5.12K - $5.34K
|
106
$5.07K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
95+ 0.19% |
$4.59K - $4.78K
|
50.8K
$2.43M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.62K - $3.78K
|
75
$3.59K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
72New |
$3.48K - $3.63K
|
72
$3.45K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
45+ 6.94% |
$2.17K - $2.27K
|
693
$33.2K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.38% |
$1.93K - $2.01K
|
10.5K
$503K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
31+ 0.2% |
$1.5K - $1.56K
|
15.7K
$753K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 22.67% |
$821 - $856
|
92
$4.4K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.08% |
$290 - $302
|
7.64K
$366K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$145 - $151
|
1.01K
$48.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2+ 0.1% |
$96.6 - $101
|
2.08K
$99.5K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.03% |
$96.6 - $101
|
5.78K
$277K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.0% |
$96.6 - $101
|
42.2K
$2.02M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.51% |
$48.3 - $50.4
|
198
$9.48K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.24% |
$48.3 - $50.4
|
422
$20.2K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.27% |
$48.3 - $50.4
|
377
$18K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.15% |
$48.3 - $50.4
|
654
$31.3K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 4.0% |
$483 - $504
|
240
$11.5K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 18.48% |
$821 - $856
|
75
$3.59K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.12% |
$869 - $906
|
14.6K
$696K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-27- 0.13% |
$1.3K - $1.36K
|
21.1K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-35- 0.21% |
$1.69K - $1.76K
|
16.5K
$791K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39- 0.53% |
$1.88K - $1.96K
|
7.35K
$352K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-49Closed |
$2.37K - $2.47K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-55- 0.4% |
$2.66K - $2.77K
|
13.6K
$653K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-55- 0.61% |
$2.66K - $2.77K
|
8.96K
$429K
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-76- 0.11% |
$3.67K - $3.83K
|
70.4K
$3.37M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-80- 0.7% |
$3.86K - $4.03K
|
11.4K
$544K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-88- 1.6% |
$4.25K - $4.43K
|
5.41K
$259K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-95- 1.06% |
$4.59K - $4.78K
|
8.89K
$426K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$4.83K - $5.04K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-100- 33.33% |
$4.83K - $5.04K
|
200
$9.57K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-106Closed |
$5.12K - $5.34K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-129- 1.31% |
$6.23K - $6.5K
|
9.73K
$466K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-157- 1.14% |
$7.58K - $7.91K
|
13.6K
$652K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-158- 0.24% |
$7.63K - $7.96K
|
66.5K
$3.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-170- 36.64% |
$8.21K - $8.56K
|
294
$14.1K
|