Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.86M+ 7192.88% |
$180M - $186M
|
3.91M
$187M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.48MNew |
$163M - $168M
|
3.48M
$167M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82M+ 1099.76% |
$84.9M - $87.7M
|
1.98M
$94.8M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
461KNew |
$21.6M - $22.3M
|
461K
$22.1M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
455KNew |
$21.3M - $22M
|
455K
$21.8M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
431K+ 25.36% |
$20.2M - $20.8M
|
2.13M
$102M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
420KNew |
$19.7M - $20.3M
|
420K
$20.1M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
371KNew |
$17.3M - $17.9M
|
371K
$17.7M
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
338K+ 37237.05% |
$15.8M - $16.3M
|
339K
$16.2M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
267K+ 46.09% |
$12.5M - $12.9M
|
845K
$40.4M
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
236K+ 11.54% |
$11M - $11.4M
|
2.28M
$109M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
225K+ 108.57% |
$10.5M - $10.9M
|
432K
$20.7M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
220KNew |
$10.3M - $10.6M
|
220K
$10.5M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
189KNew |
$8.86M - $9.15M
|
189K
$9.06M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
145K+ 8.45% |
$6.76M - $6.98M
|
1.86M
$88.8M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
131KNew |
$6.14M - $6.34M
|
131K
$6.28M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$5.78M - $5.97M
|
124K
$5.91M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
120K+ 5.02% |
$5.61M - $5.79M
|
2.51M
$120M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
112K+ 176.25% |
$5.25M - $5.42M
|
176K
$8.42M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
111K+ 10.64% |
$5.18M - $5.35M
|
1.15M
$55.1M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
92.3KNew |
$4.32M - $4.46M
|
92.3K
$4.42M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
90.5K+ 113.42% |
$4.23M - $4.37M
|
170K
$8.15M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90K+ 10.1% |
$4.21M - $4.35M
|
981K
$46.9M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
84.7K+ 725.3% |
$3.96M - $4.09M
|
96.4K
$4.61M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
83.6KNew |
$3.91M - $4.04M
|
83.6K
$4M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.5K+ 19.5% |
$3.63M - $3.74M
|
475K
$22.7M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
75.6K+ 23399.07% |
$3.54M - $3.65M
|
75.9K
$3.63M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.5KNew |
$3.44M - $3.55M
|
73.5K
$3.52M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
72.9K+ 4429.6% |
$3.41M - $3.52M
|
74.5K
$3.57M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
71.3KNew |
$3.33M - $3.44M
|
71.3K
$3.41M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68K+ 38.43% |
$3.18M - $3.29M
|
245K
$11.7M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
68KNew |
$3.18M - $3.28M
|
68K
$3.25M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
60.6K+ 19.34% |
$2.84M - $2.93M
|
374K
$17.9M
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
60.1K+ 245.01% |
$2.81M - $2.9M
|
84.6K
$4.05M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58K+ 26.03% |
$2.71M - $2.8M
|
281K
$13.4M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
54.5K+ 12.62% |
$2.55M - $2.63M
|
487K
$23.3M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
54KNew |
$2.52M - $2.61M
|
54K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
49.9KNew |
$2.33M - $2.41M
|
49.9K
$2.39M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
47.1K+ 43.49% |
$2.2M - $2.28M
|
155K
$7.44M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
42.2K+ 144.09% |
$1.97M - $2.04M
|
71.4K
$3.42M
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
40.5KNew |
$1.9M - $1.96M
|
40.5K
$1.94M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
40.3K+ 14.09% |
$1.89M - $1.95M
|
327K
$15.6M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.6KNew |
$1.85M - $1.91M
|
39.6K
$1.9M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.8K+ 262.07% |
$1.82M - $1.88M
|
53.6K
$2.57M
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
30KNew |
$1.4M - $1.45M
|
30K
$1.44M
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
29.2K+ 156.31% |
$1.37M - $1.41M
|
47.9K
$2.29M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
26.2KNew |
$1.23M - $1.27M
|
26.2K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
26K+ 60.02% |
$1.21M - $1.25M
|
69.2K
$3.31M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
25.7K+ 5.3% |
$1.2M - $1.24M
|
509K
$24.4M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
24.1K+ 3.82% |
$1.13M - $1.17M
|
655K
$31.3M
|