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 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-200- 1.8% |
$9.66K - $10.1K
|
10.9K
$524K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-207- 6.6% |
$9.99K - $10.4K
|
2.93K
$140K
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-212- 0.83% |
$10.2K - $10.7K
|
25.3K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-222- 57.96% |
$10.7K - $11.2K
|
161
$7.71K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-229Closed |
$11.1K - $11.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-235Closed |
$11.3K - $11.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-243- 4.06% |
$11.7K - $12.2K
|
5.75K
$275K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-260- 0.41% |
$12.6K - $13.1K
|
63.4K
$3.03M
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-272- 2.49% |
$13.1K - $13.7K
|
10.7K
$511K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-288- 0.5% |
$13.9K - $14.5K
|
57.4K
$2.75M
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 6.98% |
$14.5K - $15.1K
|
4K
$191K
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-300- 5.19% |
$14.5K - $15.1K
|
5.48K
$262K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-313- 0.75% |
$15.1K - $15.8K
|
41.5K
$1.98M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-387- 39.69% |
$18.7K - $19.5K
|
588
$28.1K
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-400- 40.0% |
$19.3K - $20.1K
|
600
$28.7K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-419- 9.32% |
$20.2K - $21.1K
|
4.08K
$195K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-421- 2.42% |
$20.3K - $21.2K
|
17K
$812K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-429Closed |
$20.7K - $21.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-442Closed |
$21.3K - $22.3K
|
0
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-450- 4.8% |
$21.7K - $22.7K
|
8.93K
$427K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-450- 3.1% |
$21.7K - $22.7K
|
14.1K
$674K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-480- 44.99% |
$23.2K - $24.2K
|
587
$28.1K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-535- 7.7% |
$25.8K - $26.9K
|
6.41K
$307K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-554- 49.11% |
$26.7K - $27.9K
|
574
$27.5K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-556- 1.13% |
$26.8K - $28K
|
48.6K
$2.33M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-562- 1.58% |
$27.1K - $28.3K
|
35K
$1.67M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-618- 9.7% |
$29.8K - $31.1K
|
5.75K
$275K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-643- 5.6% |
$31K - $32.4K
|
10.8K
$519K
|
|
May 10, 2022
Q1 2022
|
True Wealth Financial Partners
|
SELL
|
- |
-699- 1.89% |
$33.7K - $35.2K
|
36.3K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-717- 9.53% |
$34.6K - $36.1K
|
6.81K
$326K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-739- 2.36% |
$35.7K - $37.2K
|
30.6K
$1.46M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-751Closed |
$36.3K - $37.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-774- 90.21% |
$37.4K - $39K
|
84
$4.02K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-775- 55.24% |
$37.4K - $39K
|
628
$30.1K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-782Closed |
$37.8K - $39.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-825- 4.02% |
$39.8K - $41.5K
|
19.7K
$943K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-828- 2.45% |
$40K - $41.7K
|
33K
$1.58M
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
SELL
|
- |
-900- 0.61% |
$43.5K - $45.3K
|
147K
$7.04M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-973- 4.31% |
$47K - $49K
|
21.6K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$48.3K - $50.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1KClosed |
$48.3K - $50.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.11K- 13.28% |
$53.3K - $55.6K
|
7.22K
$345K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.18K- 4.12% |
$56.7K - $59.2K
|
27.3K
$1.31M
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.19K- 1.09% |
$57.2K - $59.7K
|
108K
$5.17M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3K- 89.35% |
$62.8K - $65.5K
|
155
$7.42K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.33K- 3.18% |
$64.2K - $66.9K
|
40.5K
$1.94M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.35K- 10.64% |
$64.9K - $67.7K
|
11.3K
$541K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.4K- 24.7% |
$67.5K - $70.5K
|
4.27K
$204K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.42K- 31.53% |
$68.7K - $71.7K
|
3.09K
$148K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.55K- 6.74% |
$74.6K - $77.9K
|
21.4K
$1.02M
|