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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.58K- 20.29% |
$76.2K - $79.5K
|
6.2K
$297K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.84K- 5.05% |
$88.9K - $92.7K
|
34.6K
$1.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.88K- 47.1% |
$90.9K - $94.8K
|
2.12K
$101K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.01K- 28.76% |
$96.9K - $101K
|
4.97K
$238K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.04KClosed |
$98.3K - $103K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.05K- 12.75% |
$98.8K - $103K
|
14K
$670K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.14K- 1.12% |
$103K - $108K
|
189K
$9.06M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.16K- 25.37% |
$104K - $109K
|
6.36K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.23K- 7.4% |
$108K - $112K
|
27.9K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.28K- 5.41% |
$110K - $115K
|
39.9K
$1.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.4K- 12.25% |
$116K - $121K
|
17.2K
$823K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.41K- 14.0% |
$116K - $121K
|
14.8K
$709K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.54K- 35.33% |
$123K - $128K
|
4.65K
$223K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.78K- 82.71% |
$134K - $140K
|
580
$27.8K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.83K- 20.97% |
$137K - $143K
|
10.7K
$510K
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-3.04K- 0.96% |
$147K - $153K
|
313K
$15M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.41K- 15.3% |
$164K - $172K
|
18.9K
$903K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.63K- 17.73% |
$175K - $183K
|
16.8K
$805K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.81K- 6.88% |
$184K - $192K
|
51.6K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.97KClosed |
$192K - $200K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.97KClosed |
$192K - $200K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$198K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.16KClosed |
$201K - $210K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.22KClosed |
$204K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.3KClosed |
$208K - $216K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.4K- 17.02% |
$213K - $222K
|
21.5K
$1.03M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.45KClosed |
$215K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.55K- 4.25% |
$220K - $229K
|
103K
$4.91M
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.67K- 2.75% |
$226K - $235K
|
165K
$7.91M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.73K- 2.37% |
$228K - $238K
|
194K
$9.3M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-4.84K- 32.86% |
$233K - $244K
|
9.88K
$473K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.9K- 31.83% |
$237K - $247K
|
10.5K
$502K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.98KClosed |
$241K - $251K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5K- 86.41% |
$241K - $252K
|
786
$37.6K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-5.09K- 17.49% |
$246K - $256K
|
24K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.1K- 11.02% |
$246K - $257K
|
41.2K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.2KClosed |
$251K - $262K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.46KClosed |
$264K - $275K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.59K- 8.08% |
$270K - $282K
|
63.6K
$3.05M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.7KClosed |
$275K - $287K
|
0
$0
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.77K- 23.56% |
$278K - $290K
|
18.7K
$895K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-5.92K- 3.32% |
$286K - $298K
|
173K
$8.26M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.03K- 30.25% |
$291K - $304K
|
13.9K
$665K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.18K- 7.25% |
$299K - $311K
|
79.1K
$3.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.47K- 3.64% |
$312K - $326K
|
171K
$8.2M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.61KClosed |
$319K - $333K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.73KClosed |
$325K - $339K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-6.81K- 29.68% |
$329K - $343K
|
16.1K
$773K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.19K- 1.78% |
$347K - $362K
|
397K
$19M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.31K- 7.9% |
$353K - $368K
|
85.2K
$4.08M
|