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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
24K+ 87.53% |
$1.12M - $1.16M
|
51.4K
$2.46M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
23.2K+ 11.65% |
$1.08M - $1.12M
|
222K
$10.6M
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
23K+ 40.32% |
$1.07M - $1.11M
|
79.9K
$3.82M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$1.05M - $1.09M
|
22.5K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.4K+ 40.32% |
$1M - $1.03M
|
74.4K
$3.56M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
20.5K+ 4.26% |
$957K - $988K
|
500K
$23.9M
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
20KNew |
$934K - $965K
|
20K
$956K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19.6K+ 31.52% |
$919K - $949K
|
81.9K
$3.92M
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
18.3K+ 7.89% |
$858K - $886K
|
251K
$12M
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.5K+ 9.76% |
$821K - $847K
|
197K
$9.44M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
16.1K+ 60.64% |
$754K - $779K
|
42.7K
$2.04M
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.1KNew |
$754K - $778K
|
16.1K
$771K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 19.19% |
$710K - $733K
|
94.2K
$4.51M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15.1K+ 19.98% |
$706K - $729K
|
90.6K
$4.34M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
14.4KNew |
$676K - $698K
|
14.4K
$691K
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
14.1K+ 142.23% |
$661K - $682K
|
24.1K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 26.76% |
$659K - $681K
|
66.8K
$3.2M
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
13.8K+ 4.39% |
$643K - $664K
|
327K
$15.6M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.5KNew |
$629K - $650K
|
13.5K
$644K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.7K+ 34.77% |
$548K - $566K
|
45.4K
$2.17M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.7KNew |
$547K - $565K
|
11.7K
$560K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11KNew |
$514K - $531K
|
11K
$526K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5K+ 35.91% |
$492K - $508K
|
39.8K
$1.9M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
10.5KNew |
$489K - $505K
|
10.5K
$501K
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 8.3% |
$481K - $497K
|
134K
$6.43M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 5.76% |
$477K - $493K
|
187K
$8.96M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.72KNew |
$455K - $469K
|
9.72K
$465K
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
9.65KNew |
$451K - $466K
|
9.65K
$462K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.65KNew |
$451K - $466K
|
9.65K
$462K
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9.53KNew |
$446K - $460K
|
9.53K
$456K
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
9.26K+ 5.37% |
$433K - $447K
|
182K
$8.7M
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.81KNew |
$412K - $426K
|
8.81K
$422K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.39KNew |
$346K - $357K
|
7.39K
$354K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.32K+ 3.04% |
$342K - $354K
|
248K
$11.9M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.22K+ 7.22% |
$338K - $349K
|
107K
$5.13M
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.14K+ 2.77% |
$334K - $345K
|
265K
$12.7M
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7KNew |
$327K - $338K
|
7K
$335K
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.88K+ 64.47% |
$322K - $332K
|
17.5K
$839K
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
6.77K+ 63.51% |
$317K - $327K
|
17.4K
$834K
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.58KNew |
$308K - $318K
|
6.58K
$315K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.15KNew |
$288K - $297K
|
6.15K
$294K
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.94K+ 2.65% |
$278K - $287K
|
230K
$11M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.72KNew |
$268K - $277K
|
5.72K
$274K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.39KNew |
$252K - $260K
|
5.39K
$258K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.25KNew |
$246K - $254K
|
5.25K
$251K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.95KNew |
$231K - $239K
|
4.95K
$237K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
4.88KNew |
$228K - $236K
|
4.88K
$234K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.85KNew |
$227K - $234K
|
4.85K
$232K
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.72KNew |
$221K - $228K
|
4.72K
$226K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.9K+ 1034.48% |
$182K - $188K
|
4.28K
$205K
|