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 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 1.53% |
$5.75K - $5.94K
|
8.19K
$392K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
93+ 0.86% |
$4.35K - $4.49K
|
10.9K
$523K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
69New |
$3.23K - $3.33K
|
69
$3.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
44+ 22.22% |
$2.06K - $2.13K
|
242
$11.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.59K - $1.64K
|
34
$1.63K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26+ 0.16% |
$1.22K - $1.26K
|
16.6K
$793K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
22+ 0.07% |
$1.03K - $1.06K
|
31K
$1.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
20+ 0.65% |
$936 - $966
|
3.11K
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
17+ 0.18% |
$795 - $821
|
9.52K
$455K
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
10+ 0.11% |
$468 - $483
|
8.9K
$426K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$327 - $338
|
7
$335
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 0.61% |
$187 - $193
|
658
$31.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$187 - $193
|
8.12K
$388K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.4% |
$187 - $193
|
1.02K
$48.6K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.38% |
$140 - $145
|
789
$37.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$140 - $145
|
565
$27K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.01% |
$46.8 - $48.3
|
17.2K
$823K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.63% |
$46.8 - $48.3
|
159
$7.61K
|
|
|
Aug 12, 2022
Q2 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2- 0.61% |
$93.6 - $96.6
|
325
$15.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$93.6 - $96.6
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 2.08% |
$234 - $242
|
235
$11.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.1% |
$468 - $483
|
10.5K
$503K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 9.03% |
$655 - $676
|
141
$6.75K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-16Closed |
$748 - $773
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-19- 0.38% |
$889 - $918
|
4.95K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-47Closed |
$2.2K - $2.27K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 0.36% |
$2.29K - $2.37K
|
13.6K
$650K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-49- 0.03% |
$2.29K - $2.37K
|
170K
$8.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-52- 0.19% |
$2.43K - $2.51K
|
27.3K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-75Closed |
$3.51K - $3.62K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-93- 0.82% |
$4.35K - $4.49K
|
11.3K
$540K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-124Closed |
$5.8K - $5.99K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-154- 0.73% |
$7.2K - $7.44K
|
20.9K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-175- 70.0% |
$8.19K - $8.45K
|
75
$3.59K
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-199- 2.26% |
$9.31K - $9.61K
|
8.62K
$413K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
$9.36K - $9.66K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-201- 3.24% |
$9.4K - $9.71K
|
6K
$287K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-208- 0.47% |
$9.73K - $10K
|
44K
$2.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-210- 4.45% |
$9.82K - $10.1K
|
4.51K
$216K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-215- 4.62% |
$10.1K - $10.4K
|
4.44K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-291- 3.96% |
$13.6K - $14.1K
|
7.06K
$338K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-294Closed |
$13.8K - $14.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-330- 39.76% |
$15.4K - $15.9K
|
500
$23.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-349- 3.09% |
$16.3K - $16.9K
|
10.9K
$524K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-388- 7.8% |
$18.2K - $18.7K
|
4.59K
$220K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-422Closed |
$19.7K - $20.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-467- 0.1% |
$21.8K - $22.6K
|
461K
$22.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-476- 1.37% |
$22.3K - $23K
|
34.2K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-481- 7.06% |
$22.5K - $23.2K
|
6.33K
$303K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-507Closed |
$23.7K - $24.5K
|
0
$0
|