Purchases and Sales Made in Q2 2023 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 2023. 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 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
442K+ 5.87% |
$20.6M - $20.9M
|
7.97M
$381M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
283K+ 1888.92% |
$13.2M - $13.4M
|
298K
$14.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
187K+ 171.68% |
$8.73M - $8.87M
|
296K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 11.67% |
$7.04M - $7.15M
|
1.44M
$69M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
103KNew |
$4.79M - $4.87M
|
103K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 32.03% |
$4.76M - $4.84M
|
421K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
87.4K+ 28.02% |
$4.08M - $4.14M
|
399K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
82.4K+ 160.02% |
$3.84M - $3.9M
|
134K
$6.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
68.5K+ 36.97% |
$3.19M - $3.25M
|
254K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
67.8K+ 35.96% |
$3.16M - $3.21M
|
256K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67K+ 35.99% |
$3.12M - $3.18M
|
253K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62.1KNew |
$2.9M - $2.94M
|
62.1K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.9K+ 14.12% |
$2.6M - $2.65M
|
451K
$21.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55.4KNew |
$2.58M - $2.62M
|
55.4K
$2.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
45.7K+ 7.89% |
$2.13M - $2.17M
|
625K
$29.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
37.3KNew |
$1.74M - $1.77M
|
37.3K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36.5K+ 6.16% |
$1.7M - $1.73M
|
629K
$30M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.3K+ 2.02% |
$1.6M - $1.63M
|
1.73M
$82.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
31.3K+ 342.1% |
$1.46M - $1.48M
|
40.4K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
29.5K+ 27.64% |
$1.37M - $1.4M
|
136K
$6.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27.7KNew |
$1.29M - $1.31M
|
27.7K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.7K+ 24.04% |
$1.25M - $1.27M
|
138K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.3K+ 488.13% |
$1.18M - $1.2M
|
30.5K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.1K+ 12.8% |
$1.17M - $1.19M
|
222K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 7.1% |
$1.04M - $1.06M
|
337K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8KNew |
$921K - $936K
|
19.8K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.5K+ 10.37% |
$910K - $925K
|
208K
$9.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
19.5K+ 3.21% |
$909K - $924K
|
627K
$30M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.8K+ 27.37% |
$830K - $844K
|
82.9K
$3.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
17.1KNew |
$798K - $811K
|
17.1K
$818K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$783K - $796K
|
16.8K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16.5K+ 21.64% |
$770K - $782K
|
92.8K
$4.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15K+ 5.08% |
$701K - $712K
|
311K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 2.49% |
$677K - $688K
|
598K
$28.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.7K+ 25.53% |
$641K - $651K
|
67.6K
$3.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.7KNew |
$592K - $601K
|
12.7K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 12.17% |
$563K - $573K
|
111K
$5.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12K+ 7.97% |
$561K - $570K
|
163K
$7.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 1.73% |
$544K - $552K
|
686K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 46.78% |
$539K - $548K
|
36.3K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.5K+ 2.75% |
$535K - $544K
|
428K
$20.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.4K+ 24.71% |
$531K - $540K
|
57.5K
$2.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.2K+ 43.52% |
$524K - $532K
|
37K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$512K - $520K
|
11K
$524K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10.7K+ 17.84% |
$499K - $507K
|
70.6K
$3.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.07KNew |
$423K - $430K
|
9.07K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.77K+ 2.0% |
$409K - $416K
|
447K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.56K+ 2.87% |
$399K - $405K
|
307K
$14.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
8.36K+ 2.76% |
$390K - $396K
|
311K
$14.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.33KNew |
$388K - $395K
|
8.33K
$398K
|