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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.53% |
$93.3 - $94.8
|
382
$18.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.5% |
$46.6 - $47.4
|
203
$9.69K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$46.6 - $47.4
|
5
$239
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.01% |
$46.6 - $47.4
|
6.82K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.97% |
$46.6 - $47.4
|
104
$4.97K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.33% |
$233 - $237
|
1.53K
$72.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.97% |
$420 - $426
|
917
$43.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-12- 0.07% |
$560 - $569
|
16K
$765K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 0.11% |
$653 - $663
|
12.3K
$589K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-20- 16.53% |
$933 - $948
|
101
$4.82K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-38- 0.09% |
$1.77K - $1.8K
|
43.5K
$2.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-62- 0.4% |
$2.89K - $2.94K
|
15.4K
$737K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-103- 1.08% |
$4.8K - $4.88K
|
9.42K
$450K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-114- 28.72% |
$5.32K - $5.4K
|
283
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-119- 2.61% |
$5.55K - $5.64K
|
4.45K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-120- 2.68% |
$5.6K - $5.69K
|
4.35K
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-120- 2.64% |
$5.6K - $5.69K
|
4.43K
$211K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-213- 1.86% |
$9.93K - $10.1K
|
11.3K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-218- 6.73% |
$10.2K - $10.3K
|
3.02K
$144K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-229- 3.22% |
$10.7K - $10.9K
|
6.88K
$328K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-257- 2.15% |
$12K - $12.2K
|
11.7K
$558K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-289- 0.35% |
$13.5K - $13.7K
|
82.7K
$3.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-323- 6.65% |
$15.1K - $15.3K
|
4.54K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-334- 0.77% |
$15.6K - $15.8K
|
43.3K
$2.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-339- 1.17% |
$15.8K - $16.1K
|
28.5K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-378- 4.66% |
$17.6K - $17.9K
|
7.74K
$369K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-383- 22.13% |
$17.9K - $18.1K
|
1.35K
$64.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 2.26% |
$18.7K - $19K
|
17.3K
$825K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-429- 21.11% |
$20K - $20.3K
|
1.6K
$76.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-437- 62.7% |
$20.4K - $20.7K
|
260
$12.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-460- 8.48% |
$21.4K - $21.8K
|
4.97K
$237K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-465- 24.92% |
$21.7K - $22K
|
1.4K
$66.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.31% |
$22.2K - $22.6K
|
13.9K
$665K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-502- 0.11% |
$23.4K - $23.8K
|
437K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-530- 8.66% |
$24.7K - $25.1K
|
5.59K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-537- 1.96% |
$25K - $25.4K
|
26.9K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-550- 0.4% |
$25.6K - $26.1K
|
136K
$6.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-604- 0.8% |
$28.2K - $28.6K
|
74.6K
$3.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-630- 0.82% |
$29.4K - $29.8K
|
76.5K
$3.65M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-680- 8.02% |
$31.7K - $32.2K
|
7.8K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-698- 9.7% |
$32.5K - $33.1K
|
6.5K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-742- 5.62% |
$34.6K - $35.2K
|
12.5K
$595K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-754- 52.4% |
$35.2K - $35.7K
|
685
$32.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-762- 0.16% |
$35.5K - $36.1K
|
473K
$22.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-810- 13.03% |
$37.8K - $38.4K
|
5.41K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-837- 0.91% |
$39K - $39.7K
|
91.2K
$4.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-911- 2.02% |
$42.5K - $43.2K
|
44.2K
$2.11M
|
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-952- 2.8% |
$44.4K - $45.1K
|
33K
$1.58M
|