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 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1K+ 17.8% |
$51.4K - $52.3K
|
7.3K
$348K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.7% |
$46.9K - $47.6K
|
22.4K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
822+ 7.47% |
$38.3K - $38.9K
|
11.8K
$565K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
812New |
$37.9K - $38.5K
|
812
$38.8K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
750+ 81.43% |
$35K - $35.5K
|
1.67K
$79.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
750+ 12.44% |
$35K - $35.5K
|
6.78K
$324K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
749+ 8.98% |
$34.9K - $35.5K
|
9.09K
$434K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
721+ 0.86% |
$33.6K - $34.2K
|
84.7K
$4.04M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
633+ 0.76% |
$29.5K - $30K
|
84.3K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
631+ 4.49% |
$29.4K - $29.9K
|
14.7K
$701K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
624New |
$29.1K - $29.6K
|
624
$29.8K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
593+ 1.75% |
$27.7K - $28.1K
|
34.5K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
580+ 414.29% |
$27K - $27.5K
|
720
$34.4K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
570+ 0.69% |
$26.6K - $27K
|
83.6K
$3.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500New |
$23.3K - $23.7K
|
500
$23.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
474+ 4.29% |
$22.1K - $22.5K
|
11.5K
$550K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
426New |
$19.9K - $20.2K
|
426
$20.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
400+ 5.64% |
$18.7K - $19K
|
7.5K
$358K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
339+ 1.05% |
$15.8K - $16.1K
|
32.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
311+ 0.57% |
$14.5K - $14.7K
|
54.5K
$2.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
248New |
$11.6K - $11.8K
|
248
$11.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
242+ 82.31% |
$11.3K - $11.5K
|
536
$25.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
205+ 3.43% |
$9.56K - $9.71K
|
6.19K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
176New |
$8.21K - $8.34K
|
176
$8.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
165+ 0.02% |
$7.69K - $7.82K
|
896K
$42.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
162+ 3.58% |
$7.55K - $7.68K
|
4.69K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
158+ 1.67% |
$7.37K - $7.49K
|
9.63K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
152+ 0.98% |
$7.09K - $7.2K
|
15.7K
$750K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
133+ 100.0% |
$6.2K - $6.3K
|
266
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
118+ 102.61% |
$5.5K - $5.59K
|
233
$11.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
117+ 0.55% |
$5.46K - $5.54K
|
21.3K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
99+ 1.2% |
$4.62K - $4.69K
|
8.33K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
99+ 13.94% |
$4.62K - $4.69K
|
809
$38.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
93+ 7.85% |
$4.34K - $4.41K
|
1.28K
$61K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
85New |
$3.96K - $4.03K
|
85
$4.06K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$3.5K - $3.55K
|
75
$3.58K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
35+ 0.56% |
$1.63K - $1.66K
|
6.32K
$302K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
29+ 0.22% |
$1.35K - $1.37K
|
13.3K
$636K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
28+ 0.55% |
$1.31K - $1.33K
|
5.09K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 4.65% |
$933 - $948
|
450
$21.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
19+ 0.04% |
$886 - $900
|
46.3K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
19+ 0.37% |
$886 - $900
|
5.11K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$606 - $616
|
13
$621
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.01% |
$466 - $474
|
77.8K
$3.72M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8New |
$373 - $379
|
8
$382
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.59% |
$187 - $190
|
684
$32.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.6% |
$140 - $142
|
506
$24.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.59% |
$140 - $142
|
512
$24.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$140 - $142
|
5.68K
$271K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.53% |
$93.3 - $94.8
|
382
$18.2K
|