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 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.56K- 14.57% |
$121K - $122K
|
15K
$719K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.64K- 39.86% |
$125K - $126K
|
3.99K
$191K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.72K- 9.4% |
$128K - $130K
|
26.2K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-2.99K- 11.16% |
$141K - $143K
|
23.8K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.09K- 4.26% |
$146K - $147K
|
69.3K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.5K- 20.9% |
$165K - $167K
|
13.3K
$635K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.73K- 23.1% |
$176K - $178K
|
12.4K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.75K- 7.6% |
$177K - $179K
|
45.6K
$2.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.87K- 18.9% |
$182K - $184K
|
16.6K
$794K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.02K- 31.23% |
$190K - $192K
|
8.86K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.37K- 13.77% |
$206K - $209K
|
27.4K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-4.8K- 47.55% |
$226K - $229K
|
5.29K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-5.01K- 8.18% |
$236K - $239K
|
56.2K
$2.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.24K- 47.57% |
$247K - $250K
|
5.78K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.3K- 35.0% |
$250K - $253K
|
9.84K
$471K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.3K- 15.6% |
$250K - $253K
|
28.7K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.42K- 21.68% |
$256K - $259K
|
19.6K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.06K- 11.58% |
$286K - $289K
|
46.3K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.12K- 5.61% |
$288K - $292K
|
103K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.02K- 15.59% |
$331K - $335K
|
38K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07K- 9.9% |
$333K - $337K
|
64.3K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.37K- 9.27% |
$347K - $352K
|
72.1K
$3.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.73K- 4.73% |
$365K - $369K
|
156K
$7.45M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.82K- 20.54% |
$369K - $373K
|
30.3K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.31K- 35.54% |
$392K - $396K
|
15.1K
$721K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.41K- 3.03% |
$397K - $401K
|
269K
$12.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.59K- 57.21% |
$405K - $410K
|
6.42K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.64K- 66.66% |
$455K - $460K
|
4.82K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.77K- 59.46% |
$461K - $466K
|
6.66K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.86K- 36.13% |
$465K - $470K
|
17.4K
$834K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-9.92K- 6.5% |
$468K - $474K
|
143K
$6.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-10.6K- 28.62% |
$501K - $507K
|
26.5K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 31.96% |
$504K - $510K
|
22.8K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.2K- 3.43% |
$529K - $536K
|
316K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 56.81% |
$538K - $545K
|
8.67K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-11.5K- 54.08% |
$540K - $547K
|
9.73K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.3K- 2.07% |
$582K - $589K
|
584K
$27.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.3K- 1.77% |
$627K - $634K
|
739K
$35.3M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-13.3K- 15.85% |
$627K - $635K
|
70.6K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.7K- 9.1% |
$645K - $653K
|
137K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.2K- 68.35% |
$716K - $725K
|
7.03K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-15.4K- 15.54% |
$725K - $734K
|
83.6K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-17.9K- 64.71% |
$844K - $854K
|
9.76K
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-18.3K- 54.71% |
$861K - $872K
|
15.1K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.6K- 3.93% |
$1.11M - $1.13M
|
577K
$27.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.7K- 8.91% |
$1.12M - $1.13M
|
242K
$11.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 8.77% |
$1.12M - $1.13M
|
247K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-26.6K- 16.11% |
$1.26M - $1.27M
|
139K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.5K- 62.97% |
$1.3M - $1.31M
|
16.2K
$773K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.4K- 67.56% |
$1.44M - $1.45M
|
14.6K
$700K
|