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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
22.3K+ 5.64% |
$1.03M - $1.05M
|
417K
$19.9M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.7KNew |
$956K - $979K
|
20.7K
$989K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12.7K+ 19.47% |
$587K - $601K
|
78K
$3.73M
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 7.91% |
$511K - $523K
|
151K
$7.21M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
10.9KNew |
$503K - $515K
|
10.9K
$520K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.94KNew |
$459K - $470K
|
9.94K
$475K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
9.77K+ 28.38% |
$451K - $462K
|
44.2K
$2.11M
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.55K+ 18.94% |
$441K - $451K
|
60K
$2.86M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.49K+ 14.2% |
$438K - $449K
|
76.3K
$3.64M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.12KNew |
$421K - $431K
|
9.12K
$435K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.77KNew |
$405K - $415K
|
8.77K
$419K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.72KNew |
$402K - $412K
|
8.72K
$416K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.67KNew |
$400K - $410K
|
8.67K
$414K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.62K+ 6.55% |
$398K - $407K
|
140K
$6.69M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.31K+ 8.08% |
$383K - $393K
|
111K
$5.3M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.24KNew |
$380K - $389K
|
8.24K
$393K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.15K+ 57.24% |
$330K - $338K
|
19.6K
$937K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.76K+ 1.57% |
$312K - $320K
|
438K
$20.9M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
6.75K+ 7.7% |
$311K - $319K
|
94.4K
$4.51M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.66KNew |
$307K - $315K
|
6.66K
$318K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.63K+ 34.57% |
$306K - $313K
|
25.8K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.4KNew |
$295K - $303K
|
6.4K
$306K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.09K+ 32.66% |
$281K - $288K
|
24.7K
$1.18M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
6.04K+ 4.64% |
$279K - $286K
|
136K
$6.5M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.74K+ 32.17% |
$265K - $272K
|
23.6K
$1.13M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.73K+ 114.11% |
$264K - $271K
|
10.7K
$513K
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.56KNew |
$211K - $216K
|
4.56K
$218K
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.44K+ 13.19% |
$205K - $210K
|
38.1K
$1.82M
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.42K+ 20.49% |
$204K - $209K
|
26K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.37K+ 8.57% |
$202K - $207K
|
55.4K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.21K+ 10.22% |
$194K - $199K
|
45.5K
$2.17M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.09KNew |
$189K - $193K
|
4.09K
$195K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.06K+ 375.23% |
$187K - $192K
|
5.14K
$246K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.82K+ 8.56% |
$176K - $181K
|
48.4K
$2.31M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.52K+ 7.33% |
$162K - $166K
|
51.5K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.5K+ 2.13% |
$162K - $166K
|
168K
$8M
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.4K+ 2.87% |
$157K - $161K
|
122K
$5.81M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.25KNew |
$150K - $154K
|
3.25K
$155K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.22K+ 26.14% |
$149K - $152K
|
15.6K
$743K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.22K+ 0.92% |
$149K - $152K
|
352K
$16.8M
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.15K+ 1.13% |
$145K - $149K
|
281K
$13.4M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
3.12K+ 41.59% |
$144K - $147K
|
10.6K
$506K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.56K+ 8.59% |
$118K - $121K
|
32.4K
$1.55M
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.5K+ 8.88% |
$115K - $118K
|
30.6K
$1.46M
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2.48K+ 11.61% |
$114K - $117K
|
23.8K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.47K+ 30.1% |
$114K - $117K
|
10.7K
$510K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.34K+ 23.44% |
$108K - $111K
|
12.3K
$588K
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.21K+ 9.31% |
$102K - $104K
|
25.9K
$1.24M
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.01K+ 22.29% |
$92.6K - $94.8K
|
11K
$526K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$89.3K - $91.4K
|
1.93K
$92.3K
|