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 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11+ 0.11% |
$508 - $520
|
10.2K
$488K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
11+ 1.57% |
$508 - $520
|
710
$34K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11+ 0.28% |
$508 - $520
|
3.95K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.22% |
$415 - $426
|
4.19K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 23.68% |
$415 - $426
|
47
$2.25K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.59% |
$138 - $142
|
509
$24.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.17% |
$46.2 - $47.3
|
47
$2.25K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.5% |
$46.2 - $47.3
|
202
$9.67K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-13- 0.11% |
$600 - $615
|
12.2K
$586K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-20- 0.04% |
$923 - $946
|
47.2K
$2.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.41% |
$923 - $946
|
4.86K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-30- 1.88% |
$1.38K - $1.42K
|
1.57K
$74.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-36- 5.36% |
$1.66K - $1.7K
|
636
$30.4K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 0.63% |
$2.08K - $2.13K
|
7.11K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-48- 96.0% |
$2.22K - $2.27K
|
2
$95.7
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-98- 1.7% |
$4.52K - $4.63K
|
5.68K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-117- 14.68% |
$5.4K - $5.53K
|
680
$32.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-129- 20.41% |
$5.95K - $6.1K
|
503
$24.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-145- 9.15% |
$6.69K - $6.86K
|
1.44K
$68.9K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-148- 0.91% |
$6.83K - $7K
|
16K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-149- 8.86% |
$6.88K - $7.04K
|
1.53K
$73.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-150- 2.69% |
$6.92K - $7.09K
|
5.43K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-190- 8.55% |
$8.77K - $8.98K
|
2.03K
$97.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-198- 33.11% |
$9.14K - $9.36K
|
400
$19.1K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-207- 3.65% |
$9.56K - $9.79K
|
5.47K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-227- 6.14% |
$10.5K - $10.7K
|
3.47K
$166K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-237- 3.26% |
$10.9K - $11.2K
|
7.04K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-240- 1.97% |
$11.1K - $11.3K
|
11.9K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-254- 21.53% |
$11.7K - $12K
|
926
$44.3K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-257- 0.75% |
$11.9K - $12.2K
|
33.9K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-267- 3.51% |
$12.3K - $12.6K
|
7.35K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-298- 24.25% |
$13.8K - $14.1K
|
931
$44.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-301- 7.75% |
$13.9K - $14.2K
|
3.59K
$172K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-331- 2.91% |
$15.3K - $15.6K
|
11.1K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-386- 0.88% |
$17.8K - $18.3K
|
43.5K
$2.08M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-396- 1.82% |
$18.3K - $18.7K
|
21.4K
$1.02M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-397- 3.12% |
$18.3K - $18.8K
|
12.3K
$591K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-413- 0.25% |
$19.1K - $19.5K
|
165K
$7.91M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-489- 3.61% |
$22.6K - $23.1K
|
13K
$624K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-537- 14.23% |
$24.8K - $25.4K
|
3.24K
$155K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-608- 6.24% |
$28.1K - $28.7K
|
9.14K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-611- 9.08% |
$28.2K - $28.9K
|
6.12K
$293K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-615- 1.94% |
$28.4K - $29.1K
|
31.2K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-809- 4.12% |
$37.3K - $38.2K
|
18.8K
$900K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-819- 1.04% |
$37.8K - $38.7K
|
77.8K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-842- 93.97% |
$38.9K - $39.8K
|
54
$2.58K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-856- 2.9% |
$39.5K - $40.5K
|
28.6K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.02K- 8.18% |
$47.1K - $48.3K
|
11.5K
$549K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.07K- 2.42% |
$49.3K - $50.5K
|
43K
$2.06M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.12K- 7.01% |
$51.7K - $53K
|
14.9K
$711K
|