Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.2K+ 6.04% |
$479K - $485K
|
178K
$8.54M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.7K+ 5.46% |
$457K - $463K
|
187K
$8.96M
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9.39KNew |
$443K - $448K
|
9.39K
$450K
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.8K+ 7.55% |
$415K - $420K
|
125K
$5.99M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.73K+ 114.79% |
$412K - $417K
|
16.3K
$782K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.65K+ 21.32% |
$408K - $413K
|
49.2K
$2.36M
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
8.64K+ 5.32% |
$407K - $412K
|
171K
$8.19M
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.26K+ 49.07% |
$389K - $394K
|
25.1K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.99K+ 22.54% |
$377K - $381K
|
43.4K
$2.08M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.96K+ 114.14% |
$375K - $380K
|
14.9K
$715K
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.88K+ 6.0% |
$372K - $376K
|
139K
$6.66M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.85K+ 27.23% |
$370K - $375K
|
36.7K
$1.76M
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.84K+ 2.61% |
$370K - $374K
|
308K
$14.7M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.79KNew |
$367K - $372K
|
7.79K
$373K
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.34KNew |
$346K - $350K
|
7.34K
$351K
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.02K+ 3.01% |
$331K - $335K
|
240K
$11.5M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.93K+ 1.54% |
$327K - $331K
|
456K
$21.8M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.79KNew |
$320K - $324K
|
6.79K
$325K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.46K+ 69.26% |
$304K - $308K
|
15.8K
$755K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5.95K+ 5.6% |
$280K - $284K
|
112K
$5.37M
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.7K+ 6.79% |
$269K - $272K
|
89.7K
$4.29M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.36K+ 9.21% |
$253K - $256K
|
63.6K
$3.04M
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.29K+ 2660.3% |
$250K - $253K
|
5.49K
$263K
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.28K+ 43.51% |
$249K - $252K
|
17.4K
$833K
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.28K+ 43.51% |
$249K - $252K
|
17.4K
$833K
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
5.22K+ 5.8% |
$246K - $249K
|
95.2K
$4.56M
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.03KNew |
$237K - $240K
|
5.03K
$241K
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5K+ 4.99% |
$236K - $239K
|
105K
$5.04M
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.79K+ 4.12% |
$226K - $229K
|
121K
$5.79M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.78KNew |
$226K - $228K
|
4.78K
$229K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.78KNew |
$226K - $228K
|
4.78K
$229K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.63K+ 5.49% |
$218K - $221K
|
88.8K
$4.25M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.35KNew |
$205K - $208K
|
4.35K
$208K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.31KNew |
$203K - $206K
|
4.31K
$206K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.28K+ 0.9% |
$202K - $204K
|
482K
$23.1M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.23KNew |
$200K - $202K
|
4.23K
$203K
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.03K+ 2.36% |
$190K - $192K
|
175K
$8.37M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4K+ 7.01% |
$189K - $191K
|
61.1K
$2.92M
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 4.66% |
$175K - $177K
|
83.3K
$3.99M
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.6K+ 1.95% |
$170K - $172K
|
188K
$9M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.57K+ 1.94% |
$168K - $170K
|
187K
$8.96M
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 45.95% |
$165K - $167K
|
11.1K
$531K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.13K+ 14.15% |
$148K - $149K
|
25.3K
$1.21M
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.09K+ 3.29% |
$146K - $148K
|
97.1K
$4.65M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.02K+ 16.36% |
$142K - $144K
|
21.4K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.27K+ 4.7% |
$107K - $108K
|
50.6K
$2.42M
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.26K+ 9.83% |
$106K - $108K
|
25.2K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.21K+ 4.51% |
$104K - $105K
|
51.1K
$2.45M
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.15K+ 6.14% |
$102K - $103K
|
37.3K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.1K+ 2.73% |
$99K - $100K
|
79K
$3.78M
|