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 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.19KClosed |
$243K - $251K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-5.2K- 41.27% |
$243K - $251K
|
7.4K
$354K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.2K- 10.31% |
$243K - $251K
|
45.2K
$2.17M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.23K- 5.65% |
$245K - $253K
|
87.4K
$4.18M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.3K- 19.03% |
$248K - $256K
|
22.6K
$1.08M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.33KClosed |
$249K - $257K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-5.34K- 2.57% |
$250K - $258K
|
202K
$9.67M
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-5.39KClosed |
$252K - $261K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.41KClosed |
$253K - $261K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.65K- 4.11% |
$264K - $273K
|
132K
$6.3M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.68KClosed |
$266K - $274K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-5.69K- 53.45% |
$266K - $275K
|
4.96K
$237K
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-5.75KClosed |
$269K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5.75KClosed |
$269K - $278K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.78KClosed |
$271K - $279K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-6.04K- 38.37% |
$282K - $292K
|
9.7K
$464K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.15KClosed |
$288K - $297K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-6.2KClosed |
$290K - $300K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.41K- 1.41% |
$300K - $310K
|
447K
$21.4M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.42KClosed |
$300K - $310K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.48KClosed |
$303K - $313K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
True Wealth Financial Partners
|
SELL
|
- |
-6.54K- 18.01% |
$306K - $316K
|
29.8K
$1.42M
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-7.17K- 28.41% |
$336K - $347K
|
18.1K
$865K
|
|
Jul 12, 2022
Q2 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-7.22K- 23.97% |
$338K - $349K
|
22.9K
$1.1M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.22KClosed |
$338K - $349K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.27K- 0.21% |
$340K - $351K
|
3.52M
$168M
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.88K- 9.25% |
$368K - $380K
|
77.3K
$3.7M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.89K- 19.16% |
$369K - $381K
|
33.3K
$1.59M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.1KClosed |
$379K - $391K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-8.14K- 20.66% |
$381K - $393K
|
31.3K
$1.5M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8.22K- 4.12% |
$384K - $397K
|
191K
$9.16M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-8.25K- 4.24% |
$386K - $398K
|
186K
$8.91M
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.31K- 7.69% |
$389K - $401K
|
99.7K
$4.77M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.57KClosed |
$401K - $414K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.01K- 16.76% |
$422K - $435K
|
44.8K
$2.14M
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-9.6KClosed |
$449K - $464K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.81K- 14.81% |
$459K - $474K
|
56.4K
$2.7M
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-9.88KClosed |
$462K - $477K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.98KClosed |
$467K - $482K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 24.34% |
$468K - $483K
|
31.1K
$1.49M
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-10.2K- 17.69% |
$475K - $491K
|
47.3K
$2.26M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.5K- 34.06% |
$490K - $507K
|
20.3K
$971K
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-10.6K- 0.16% |
$495K - $511K
|
6.55M
$313M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.7K- 56.51% |
$500K - $517K
|
8.23K
$394K
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.8KClosed |
$506K - $523K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-11.2K- 50.41% |
$526K - $543K
|
11.1K
$529K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.3K- 52.25% |
$528K - $545K
|
10.3K
$494K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11.3K- 15.6% |
$528K - $546K
|
61.1K
$2.92M
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11.4K- 64.13% |
$534K - $552K
|
6.39K
$306K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.9K- 3.49% |
$554K - $573K
|
328K
$15.7M
|