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 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-12.1K- 50.21% |
$564K - $582K
|
12K
$572K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 29.93% |
$566K - $585K
|
28.3K
$1.36M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-12.2K- 5.13% |
$571K - $589K
|
226K
$10.8M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.3K- 18.16% |
$578K - $597K
|
55.7K
$2.66M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 41.97% |
$584K - $603K
|
17.3K
$827K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-12.6K- 74.79% |
$589K - $608K
|
4.24K
$203K
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-13.2K- 14.96% |
$615K - $635K
|
74.8K
$3.58M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13.2K- 27.05% |
$615K - $636K
|
35.5K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.5K- 5.28% |
$631K - $651K
|
242K
$11.6M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-13.7K- 5.61% |
$642K - $663K
|
231K
$11M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14.4KClosed |
$676K - $698K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-16.1KClosed |
$755K - $780K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16.3K- 29.83% |
$763K - $788K
|
38.4K
$1.84M
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-17.3K- 6.09% |
$810K - $836K
|
267K
$12.8M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.5K- 2.47% |
$819K - $845K
|
692K
$33.1M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-17.5K- 16.49% |
$820K - $847K
|
88.8K
$4.25M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.5K- 28.96% |
$821K - $848K
|
43K
$2.06M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-19.9K- 8.54% |
$929K - $960K
|
213K
$10.2M
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-20.7K- 1.73% |
$967K - $998K
|
1.18M
$56.3M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-22.3K- 34.16% |
$1.05M - $1.08M
|
43K
$2.06M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.7K- 12.74% |
$1.06M - $1.1M
|
156K
$7.44M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.1K- 39.15% |
$1.13M - $1.17M
|
37.5K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25KClosed |
$1.17M - $1.21M
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-25.1K- 84.98% |
$1.17M - $1.21M
|
4.43K
$212K
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-25.1K- 26.46% |
$1.18M - $1.21M
|
69.9K
$3.34M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-25.3K- 18.12% |
$1.18M - $1.22M
|
114K
$5.47M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-26.3K- 27.2% |
$1.23M - $1.27M
|
70.5K
$3.37M
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28.5KClosed |
$1.34M - $1.38M
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30.3K- 32.91% |
$1.42M - $1.46M
|
61.8K
$2.96M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-31.3K- 18.95% |
$1.46M - $1.51M
|
134K
$6.41M
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-33.1K- 6.88% |
$1.55M - $1.6M
|
448K
$21.4M
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-35K- 35.0% |
$1.64M - $1.69M
|
65K
$3.11M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-36.3K- 24.98% |
$1.7M - $1.75M
|
109K
$5.22M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-37.2K- 7.2% |
$1.74M - $1.8M
|
480K
$23M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-38.5K- 13.92% |
$1.8M - $1.86M
|
238K
$11.4M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-40.5K- 68.93% |
$1.89M - $1.96M
|
18.3K
$874K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.5KClosed |
$1.94M - $2M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42.1KClosed |
$1.97M - $2.03M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-42.8K- 38.15% |
$2M - $2.07M
|
69.5K
$3.32M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43.1K- 25.79% |
$2.02M - $2.08M
|
124K
$5.94M
|
|
Jul 20, 2022
Q2 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-43.8K- 9.95% |
$2.05M - $2.11M
|
396K
$19M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-53.3K- 53.58% |
$2.5M - $2.58M
|
46.2K
$2.21M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-58.5K- 44.92% |
$2.73M - $2.82M
|
71.7K
$3.43M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-58.9K- 41.31% |
$2.75M - $2.84M
|
83.6K
$4M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-59K- 84.66% |
$2.76M - $2.85M
|
10.7K
$512K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-59.2K- 63.1% |
$2.77M - $2.86M
|
34.6K
$1.66M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-63.1KClosed |
$2.95M - $3.05M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.3K- 10.52% |
$2.96M - $3.06M
|
539K
$25.8M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-71.3K- 90.38% |
$3.33M - $3.44M
|
7.58K
$363K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-71.7K- 96.23% |
$3.35M - $3.46M
|
2.81K
$134K
|