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 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.86K+ 7.4% |
$180K - $186K
|
55.9K
$2.68M
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.67K+ 5.52% |
$172K - $177K
|
70.1K
$3.36M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 3.47% |
$166K - $172K
|
106K
$5.08M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.42K+ 3.11% |
$160K - $165K
|
114K
$5.44M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.16K+ 0.41% |
$148K - $153K
|
772K
$36.9M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.03K+ 103.41% |
$142K - $146K
|
5.96K
$285K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.85K+ 14.47% |
$133K - $138K
|
22.5K
$1.08M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.14KNew |
$99.9K - $103K
|
2.14K
$102K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2K+ 50.0% |
$93.6K - $96.6K
|
6K
$287K
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
2K+ 26.56% |
$93.6K - $96.6K
|
9.53K
$456K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.99K+ 2.74% |
$92.9K - $95.9K
|
74.5K
$3.57M
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
1.98K+ 33.84% |
$92.4K - $95.4K
|
7.81K
$374K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.89K+ 2.55% |
$88.6K - $91.5K
|
76.1K
$3.64M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.87K+ 6.84% |
$87.2K - $90.1K
|
29.1K
$1.39M
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.68K+ 27.91% |
$78.5K - $81.1K
|
7.69K
$368K
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.47K+ 23.48% |
$68.8K - $71K
|
7.73K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.33K+ 9.54% |
$62.1K - $64.1K
|
15.2K
$729K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 1.93% |
$60.3K - $62.3K
|
68.2K
$3.26M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.27K+ 11.09% |
$59.6K - $61.5K
|
12.8K
$611K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.25K+ 10.82% |
$58.4K - $60.3K
|
12.8K
$612K
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.19K+ 5.35% |
$55.4K - $57.2K
|
23.3K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
969New |
$45.3K - $46.8K
|
969
$46.4K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
891New |
$41.7K - $43K
|
891
$42.6K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
844New |
$39.5K - $40.8K
|
844
$40.4K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
840+ 9.38% |
$39.3K - $40.6K
|
9.8K
$469K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
815+ 10.91% |
$38.1K - $39.4K
|
8.29K
$397K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
801+ 4.25% |
$37.5K - $38.7K
|
19.7K
$941K
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
738+ 2.46% |
$34.5K - $35.7K
|
30.7K
$1.47M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
652New |
$30.5K - $31.5K
|
652
$31.2K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
639+ 7.05% |
$29.9K - $30.9K
|
9.7K
$464K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
525+ 0.83% |
$24.6K - $25.4K
|
63.9K
$3.06M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
484+ 7.76% |
$22.6K - $23.4K
|
6.72K
$322K
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
428+ 1.58% |
$20K - $20.7K
|
27.5K
$1.32M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
404+ 5.13% |
$18.9K - $19.5K
|
8.29K
$397K
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
389+ 0.73% |
$18.2K - $18.8K
|
54K
$2.58M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
366+ 63.76% |
$17.1K - $17.7K
|
940
$45K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
350+ 0.43% |
$16.4K - $16.9K
|
81.6K
$3.91M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
350+ 0.43% |
$16.4K - $16.9K
|
82.1K
$3.93M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
316New |
$14.8K - $15.3K
|
316
$15.1K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 388.0% |
$13.6K - $14.1K
|
366
$17.5K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
276New |
$12.9K - $13.3K
|
276
$13.2K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
266New |
$12.4K - $12.9K
|
266
$12.7K
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
250+ 4.74% |
$11.7K - $12.1K
|
5.53K
$264K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$11K - $11.4K
|
235
$11.2K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.9K - $11.2K
|
232
$11.1K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
220+ 5.19% |
$10.3K - $10.6K
|
4.46K
$213K
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
206+ 0.49% |
$9.64K - $9.95K
|
42.4K
$2.03M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 0.61% |
$9.4K - $9.71K
|
33.4K
$1.6M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
164New |
$7.67K - $7.92K
|
164
$7.85K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
163+ 29.69% |
$7.63K - $7.87K
|
712
$34.1K
|