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 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-978- 1.04% |
$45.6K - $46.3K
|
93.1K
$4.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.14K- 16.26% |
$53.3K - $54.2K
|
5.89K
$281K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.16K- 0.35% |
$54.1K - $55K
|
330K
$15.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 17.8% |
$56K - $56.9K
|
5.54K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 16.86% |
$57.8K - $58.7K
|
6.11K
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 9.22% |
$60.2K - $61.1K
|
12.7K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.32K- 4.52% |
$61.5K - $62.5K
|
27.8K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.38K- 87.86% |
$64.1K - $65.1K
|
190
$9.07K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 1.94% |
$65.3K - $66.4K
|
71K
$3.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.44K- 4.0% |
$67K - $68K
|
34.5K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.47K- 16.76% |
$68.5K - $69.6K
|
7.29K
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.47K- 3.85% |
$68.5K - $69.6K
|
36.7K
$1.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.77K- 7.96% |
$82.4K - $83.7K
|
20.4K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.82K- 52.4% |
$84.9K - $86.2K
|
1.65K
$78.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.9K- 4.19% |
$88.8K - $90.2K
|
43.5K
$2.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.03K- 10.86% |
$94.8K - $96.3K
|
16.7K
$797K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.04K- 3.51% |
$95.1K - $96.6K
|
56.1K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.05K- 8.85% |
$95.5K - $97K
|
21.1K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.09K- 5.94% |
$97.6K - $99.2K
|
33.1K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.1K- 21.61% |
$98.1K - $99.7K
|
7.63K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.25K- 3.53% |
$105K - $106K
|
61.5K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.25K- 9.44% |
$105K - $107K
|
21.6K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.26K- 0.97% |
$105K - $107K
|
230K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.35K- 28.52% |
$109K - $111K
|
5.88K
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-2.35K- 5.31% |
$109K - $111K
|
41.9K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.36K- 1.5% |
$110K - $112K
|
155K
$7.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.46K- 4.96% |
$115K - $117K
|
47.2K
$2.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 25.27% |
$117K - $118K
|
7.39K
$353K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.5K- 1.79% |
$117K - $119K
|
138K
$6.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.5K- 7.97% |
$117K - $119K
|
28.9K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.63K- 20.17% |
$123K - $125K
|
10.4K
$497K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.64K- 20.74% |
$123K - $125K
|
10.1K
$481K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.68K- 0.76% |
$125K - $127K
|
348K
$16.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.79K- 11.71% |
$130K - $132K
|
21K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.8K- 1.63% |
$131K - $133K
|
169K
$8.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.95K- 10.01% |
$138K - $140K
|
26.5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.97K- 6.08% |
$138K - $141K
|
45.8K
$2.19M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.07K- 35.42% |
$143K - $146K
|
5.6K
$267K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.09K- 5.32% |
$144K - $146K
|
55K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.26K- 4.24% |
$152K - $154K
|
73.6K
$3.52M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-3.32K- 12.89% |
$155K - $157K
|
22.4K
$1.07M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.43K- 14.43% |
$160K - $162K
|
20.3K
$970K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.59K- 10.65% |
$167K - $170K
|
30.1K
$1.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.74K- 43.8% |
$174K - $177K
|
4.79K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.37K- 40.85% |
$204K - $207K
|
6.32K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.52K- 2.0% |
$211K - $214K
|
221K
$10.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-4.56K- 1.62% |
$213K - $216K
|
276K
$13.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.72K- 11.95% |
$220K - $223K
|
34.8K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.77K- 23.05% |
$223K - $226K
|
15.9K
$761K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.14K- 2.75% |
$240K - $244K
|
182K
$8.67M
|