Purchases and Sales Made in Q1 2023 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 2023. 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, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
729KNew |
$33.7M - $34.5M
|
729K
$34.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
550K+ 23.69% |
$25.4M - $26M
|
2.87M
$137M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
373K+ 5.21% |
$17.2M - $17.6M
|
7.53M
$360M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
280K+ 543.34% |
$12.9M - $13.2M
|
331K
$15.8M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
258KNew |
$11.9M - $12.2M
|
258K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
170K+ 10999.94% |
$7.87M - $8.06M
|
172K
$8.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
164K+ 611.49% |
$7.57M - $7.75M
|
191K
$9.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
162KNew |
$7.5M - $7.68M
|
162K
$7.76M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
154K+ 303.22% |
$7.1M - $7.27M
|
205K
$9.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
146K+ 21.79% |
$6.75M - $6.91M
|
817K
$39M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 18.72% |
$6.52M - $6.68M
|
896K
$42.8M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
102K+ 121.4% |
$4.69M - $4.8M
|
185K
$8.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
99K+ 202.38% |
$4.57M - $4.68M
|
148K
$7.06M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
94.1KNew |
$4.34M - $4.45M
|
94.1K
$4.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
93.9KNew |
$4.34M - $4.44M
|
93.9K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
88.7K+ 495.04% |
$4.09M - $4.19M
|
107K
$5.09M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
85.9K+ 36.88% |
$3.96M - $4.06M
|
319K
$15.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
83.3K+ 16.79% |
$3.85M - $3.94M
|
580K
$27.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
78.4K+ 14.81% |
$3.62M - $3.71M
|
608K
$29M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.1K+ 937.72% |
$3.14M - $3.22M
|
75.3K
$3.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
65.8K+ 21.52% |
$3.04M - $3.11M
|
372K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
64.5K+ 144.62% |
$2.98M - $3.05M
|
109K
$5.21M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
63.6KNew |
$2.94M - $3.01M
|
63.6K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.1K+ 23.8% |
$2.91M - $2.98M
|
328K
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
62.8K+ 67.22% |
$2.9M - $2.97M
|
156K
$7.46M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
53.2KNew |
$2.45M - $2.51M
|
53.2K
$2.54M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49.6KNew |
$2.29M - $2.35M
|
49.6K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48K+ 19.19% |
$2.21M - $2.27M
|
298K
$14.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
45.9K+ 43.83% |
$2.12M - $2.17M
|
151K
$7.2M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
42.6KNew |
$1.97M - $2.01M
|
42.6K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
42.4K+ 7.72% |
$1.96M - $2.01M
|
592K
$28.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42.1K+ 219.32% |
$1.94M - $1.99M
|
61.3K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
40.5KNew |
$1.87M - $1.91M
|
40.5K
$1.93M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
38.9K+ 191.62% |
$1.79M - $1.84M
|
59.1K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
37.5K+ 24.82% |
$1.73M - $1.77M
|
189K
$9.01M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
37.3KNew |
$1.72M - $1.77M
|
37.3K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
36.6K+ 8.32% |
$1.69M - $1.73M
|
476K
$22.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.9K+ 47.71% |
$1.66M - $1.7M
|
111K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.7K+ 22.25% |
$1.65M - $1.69M
|
196K
$9.38M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35.2K+ 23.35% |
$1.63M - $1.67M
|
186K
$8.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34KNew |
$1.57M - $1.61M
|
34K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
29.1K+ 6.53% |
$1.34M - $1.37M
|
474K
$22.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
28.9KNew |
$1.33M - $1.37M
|
28.9K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28.8K+ 61.83% |
$1.33M - $1.36M
|
75.3K
$3.6M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
27.9K+ 21.55% |
$1.29M - $1.32M
|
157K
$7.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.6K+ 20.18% |
$1.27M - $1.3M
|
164K
$7.84M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.1K+ 4.87% |
$1.25M - $1.28M
|
583K
$27.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26.6K+ 1657.13% |
$1.23M - $1.26M
|
28.2K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
26.1K+ 10.85% |
$1.21M - $1.24M
|
267K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.2K+ 582.89% |
$1.16M - $1.19M
|
29.5K
$1.41M
|