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 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.12K- 18.32% |
$51.7K - $53K
|
4.99K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.17K- 2.62% |
$54.1K - $55.4K
|
43.6K
$2.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 0.51% |
$54.9K - $56.2K
|
232K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.23K- 8.03% |
$56.6K - $58K
|
14.1K
$673K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 5.0% |
$57.7K - $59.1K
|
23.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.3K- 15.26% |
$59.8K - $61.3K
|
7.2K
$345K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.31K- 2.39% |
$60.6K - $62.1K
|
53.5K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.37K- 86.31% |
$63.1K - $64.7K
|
217
$10.4K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 80.25% |
$71.3K - $73K
|
380
$18.2K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.61K- 4.36% |
$74.1K - $75.9K
|
35.2K
$1.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.61K- 11.26% |
$74.5K - $76.3K
|
12.7K
$608K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.63K- 2.5% |
$75.3K - $77.2K
|
63.7K
$3.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.65K- 10.28% |
$76.2K - $78K
|
14.4K
$689K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.66K- 47.02% |
$76.4K - $78.3K
|
1.87K
$89.3K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.66K- 6.51% |
$76.6K - $78.5K
|
23.8K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 33.64% |
$82K - $84K
|
3.51K
$168K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.78K- 20.89% |
$82.2K - $84.2K
|
6.74K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.8K- 11.92% |
$83K - $85K
|
13.3K
$636K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.84K- 11.62% |
$84.9K - $86.9K
|
14K
$669K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.85K- 2.35% |
$85.3K - $87.4K
|
76.9K
$3.68M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 1.88% |
$87.6K - $89.7K
|
99.3K
$4.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.93K- 23.48% |
$89K - $91.2K
|
6.29K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.98K- 4.09% |
$91.4K - $93.6K
|
46.5K
$2.22M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.99K- 3.3% |
$91.7K - $93.9K
|
58.2K
$2.78M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 40.0% |
$92.3K - $94.6K
|
3K
$144K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.06K- 17.4% |
$94.9K - $97.2K
|
9.76K
$467K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.06K- 1.84% |
$95.1K - $97.4K
|
110K
$5.25M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.09K- 10.03% |
$96.3K - $98.7K
|
18.7K
$896K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.44% |
$101K - $103K
|
150K
$7.16M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.25K- 6.69% |
$104K - $106K
|
31.4K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.34K- 4.58% |
$108K - $111K
|
48.8K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.38K- 31.94% |
$110K - $112K
|
5.06K
$242K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.54K- 3.19% |
$117K - $120K
|
77.1K
$3.69M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.55K- 23.9% |
$118K - $120K
|
8.11K
$388K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 24.8% |
$118K - $121K
|
7.74K
$370K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.57K- 23.59% |
$119K - $122K
|
8.34K
$399K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.68K- 7.13% |
$123K - $126K
|
34.9K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.94K- 2.49% |
$136K - $139K
|
115K
$5.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.01K- 8.2% |
$139K - $142K
|
33.7K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.09K- 64.1% |
$143K - $146K
|
1.73K
$82.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.22K- 12.65% |
$148K - $152K
|
22.2K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.23K- 7.56% |
$149K - $153K
|
39.5K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.46K- 1.82% |
$160K - $164K
|
187K
$8.94M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.57K- 19.25% |
$165K - $169K
|
15K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.67K- 27.95% |
$169K - $174K
|
9.46K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.68K- 84.09% |
$170K - $174K
|
697
$33.4K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.73K- 6.03% |
$172K - $176K
|
58.1K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.98K- 5.76% |
$184K - $188K
|
65.1K
$3.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.15K- 9.4% |
$191K - $196K
|
39.9K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.37K- 6.25% |
$202K - $207K
|
65.6K
$3.14M
|