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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$9.43K - $9.55K
|
200
$9.57K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198+ 1.63% |
$9.34K - $9.45K
|
12.4K
$592K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
181+ 56.74% |
$8.54K - $8.64K
|
500
$23.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
150+ 1.53% |
$7.07K - $7.16K
|
9.94K
$476K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
143+ 0.41% |
$6.74K - $6.83K
|
34.6K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
135+ 2.68% |
$6.37K - $6.44K
|
5.17K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
134New |
$6.32K - $6.4K
|
134
$6.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
117+ 4.87% |
$5.52K - $5.58K
|
2.52K
$121K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
109+ 17.14% |
$5.14K - $5.2K
|
745
$35.7K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107New |
$5.05K - $5.11K
|
107
$5.12K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
98New |
$4.62K - $4.68K
|
98
$4.69K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
79+ 395.0% |
$3.73K - $3.77K
|
99
$4.74K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
76New |
$3.58K - $3.63K
|
76
$3.64K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
73+ 1.64% |
$3.44K - $3.48K
|
4.51K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 1.15% |
$2.83K - $2.86K
|
5.26K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 42.57% |
$2.03K - $2.05K
|
144
$6.89K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
41+ 4.78% |
$1.93K - $1.96K
|
899
$43K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
34+ 0.21% |
$1.6K - $1.62K
|
16.1K
$769K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.05% |
$1.41K - $1.43K
|
58.6K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29+ 0.32% |
$1.37K - $1.38K
|
9.02K
$432K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
26+ 1.17% |
$1.23K - $1.24K
|
2.25K
$108K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
26+ 0.4% |
$1.23K - $1.24K
|
6.48K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24+ 0.46% |
$1.13K - $1.15K
|
5.19K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$1.13K - $1.15K
|
24
$1.15K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 138.46% |
$849 - $859
|
31
$1.48K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16+ 0.02% |
$755 - $764
|
74.2K
$3.55M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 1.53% |
$660 - $668
|
932
$44.6K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 0.61% |
$519 - $525
|
1.82K
$86.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6+ 0.1% |
$283 - $286
|
6.04K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.06% |
$189 - $191
|
7.06K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.58% |
$141 - $143
|
518
$24.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.57% |
$141 - $143
|
525
$25.1K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.48% |
$47.2 - $47.7
|
208
$9.95K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-13- 0.15% |
$613 - $620
|
8.78K
$420K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-16- 0.35% |
$755 - $764
|
4.53K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 28.36% |
$896 - $907
|
48
$2.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.47% |
$943 - $955
|
1.34K
$64.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-32- 6.0% |
$1.51K - $1.53K
|
501
$24K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-35- 0.22% |
$1.65K - $1.67K
|
16.2K
$775K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.39% |
$1.89K - $1.91K
|
10.3K
$492K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 4.52% |
$1.98K - $2K
|
888
$42.5K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-124- 1.04% |
$5.85K - $5.92K
|
11.8K
$565K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-146- 13.31% |
$6.89K - $6.97K
|
951
$45.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-151- 1.59% |
$7.12K - $7.21K
|
9.34K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-159- 83.25% |
$7.5K - $7.59K
|
32
$1.53K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-178- 3.99% |
$8.39K - $8.5K
|
4.28K
$205K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-279- 0.43% |
$13.2K - $13.3K
|
64K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-280- 2.01% |
$13.2K - $13.4K
|
13.7K
$654K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-290- 0.67% |
$13.7K - $13.8K
|
42.8K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-291- 4.36% |
$13.7K - $13.9K
|
6.38K
$305K
|