Purchases and Sales Made in Q2 2023 in Ihares Core 1 5 Years Usd Bond (ISTB)

ISTB Quotes by TradingView

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
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
8.26K
+ 5.52%
$385K - $392K
158K $7.54M
Jul 17, 2023 Q2 2023
Cranbrook Wealth Management, LLC

BUY
 -
8.19K
+ 4.88%
$382K - $388K
176K $8.4M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
8.1K
+ 2.72%
$378K - $384K
306K $14.6M
Jul 20, 2023 Q2 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
8K
+ 36.09%
$373K - $379K
30.2K $1.44M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
7.91K
+ 4.82%
$369K - $375K
172K $8.22M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
7.6K
New
$354K - $360K
7.6K $363K
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
7.13K
+ 1.5%
$333K - $338K
483K $23.1M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.67K
New
$311K - $316K
6.67K $319K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
6.44K
+ 125.24%
$300K - $305K
11.6K $553K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
6.2K
+ 2.69%
$289K - $294K
237K $11.3M
Jul 28, 2023 Q2 2023
Sterling Investment Advisors LLC

BUY
 -
5K
+ 4.1%
$233K - $237K
127K $6.05M
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
4.99K
+ 6.39%
$233K - $236K
83K $3.96M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.85K
+ 3.44%
$226K - $230K
146K $6.97M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
4.73K
+ 44.03%
$221K - $224K
15.5K $739K
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
4.57K
+ 3.15%
$213K - $217K
149K $7.14M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.57K
New
$213K - $216K
4.57K $218K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.47K
+ 0.34%
$208K - $212K
1.3M $62.1M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.4K
New
$205K - $208K
4.4K $210K
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
4.11K
+ 92.64%
$192K - $195K
8.55K $408K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.91K
+ 29.22%
$182K - $185K
17.3K $826K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.34K
+ 43.21%
$156K - $158K
11.1K $529K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.28K
+ 4.54%
$153K - $156K
75.6K $3.61M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
3.21K
+ 4.26%
$150K - $152K
78.5K $3.75M
Jul 17, 2023 Q2 2023
Smith & Howard Wealth Management, LLC

BUY
 -
3.1K
+ 8.9%
$145K - $147K
38K $1.81M
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
3.07K
+ 10.03%
$143K - $146K
33.7K $1.61M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.97K
New
$138K - $141K
2.97K $142K
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

BUY
 -
2.95K
+ 1.31%
$138K - $140K
228K $10.9M
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
2.95K
+ 31.15%
$137K - $140K
12.4K $593K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
2.79K
+ 1.19%
$130K - $132K
237K $11.3M
Aug 10, 2023 Q2 2023
Jgp Wealth Management, LLC

BUY
 -
2.75K
+ 5.14%
$128K - $130K
56.3K $2.69M
Jul 27, 2023 Q2 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
2.55K
+ 1.56%
$119K - $121K
167K $7.95M
Aug 10, 2023 Q2 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
2.53K
+ 9.76%
$118K - $120K
28.5K $1.36M
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
2.43K
+ 7.8%
$113K - $115K
33.6K $1.6M
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
2.36K
+ 15.8%
$110K - $112K
17.3K $827K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
2.31K
+ 34.76%
$108K - $110K
8.97K $428K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
2.29K
+ 6.12%
$107K - $108K
39.6K $1.89M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.28K
+ 5.66%
$106K - $108K
42.5K $2.03M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.22K
+ 4.58%
$103K - $105K
50.6K $2.42M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
2.13K
+ 3.07%
$99.1K - $101K
71.4K $3.41M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1.98K
+ 55.17%
$92.2K - $93.7K
5.56K $266K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.87K
New
$87.2K - $88.6K
1.87K $89.2K
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
1.85K
+ 4.33%
$86K - $87.4K
44.5K $2.12M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
1.52K
+ 47.8%
$71.1K - $72.2K
4.71K $225K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.48K
New
$69K - $70.1K
1.48K $70.7K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
1.48K
New
$69K - $70.1K
1.48K $70.7K
Jul 19, 2023 Q2 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.39K
+ 0.92%
$64.8K - $65.8K
152K $7.28M
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
1.37K
+ 5.27%
$63.9K - $64.9K
27.3K $1.31M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
1.29K
+ 2.42%
$60.1K - $61K
54.5K $2.6M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
1.25K
+ 8.44%
$58.5K - $59.4K
16.1K $770K

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