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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.18K- 50.82% |
$242K - $245K
|
5.01K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.26K- 6.76% |
$245K - $249K
|
72.6K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-5.27K- 6.59% |
$246K - $249K
|
74.6K
$3.56M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.84K- 25.77% |
$273K - $277K
|
16.8K
$804K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.92K- 48.31% |
$276K - $280K
|
6.33K
$302K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.21K- 6.58% |
$290K - $294K
|
88.2K
$4.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.66K- 16.4% |
$311K - $316K
|
34K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.88K- 29.14% |
$321K - $326K
|
16.7K
$798K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.92K- 43.68% |
$323K - $328K
|
8.92K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.93K- 10.57% |
$323K - $328K
|
58.7K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.06K- 0.67% |
$329K - $334K
|
1.04M
$49.8M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.15K- 36.4% |
$333K - $339K
|
12.5K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.28K- 15.34% |
$340K - $345K
|
40.2K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-8.08K- 28.65% |
$377K - $383K
|
20.1K
$961K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.2K- 58.23% |
$382K - $388K
|
5.88K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.67K- 14.16% |
$404K - $411K
|
52.6K
$2.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-8.94K- 20.76% |
$417K - $423K
|
34.1K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9.01K- 4.72% |
$420K - $427K
|
182K
$8.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.97K- 27.46% |
$465K - $473K
|
26.3K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.7K- 23.08% |
$500K - $508K
|
35.7K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-10.8K- 27.12% |
$505K - $513K
|
29.1K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-11.9K- 28.51% |
$557K - $565K
|
29.9K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12.1K- 18.56% |
$565K - $574K
|
53.1K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.8K- 72.62% |
$595K - $605K
|
4.81K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.1K- 45.55% |
$609K - $618K
|
15.6K
$745K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13.2K- 27.92% |
$614K - $624K
|
34K
$1.62M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13.6K- 98.29% |
$632K - $643K
|
236
$11.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.6K- 8.66% |
$633K - $643K
|
143K
$6.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 28.5% |
$736K - $748K
|
39.6K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 55.95% |
$796K - $809K
|
13.4K
$642K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19.5K- 37.99% |
$910K - $925K
|
31.9K
$1.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21.1K- 57.67% |
$982K - $998K
|
15.5K
$738K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.2K- 80.13% |
$987K - $1M
|
5.25K
$251K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 33.33% |
$989K - $1M
|
42.4K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-21.3K- 6.04% |
$991K - $1.01M
|
330K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.5K- 4.16% |
$1M - $1.02M
|
495K
$23.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22.8K- 80.97% |
$1.06M - $1.08M
|
5.37K
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.1K- 25.31% |
$1.36M - $1.38M
|
86K
$4.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32.7K- 80.64% |
$1.52M - $1.55M
|
7.84K
$374K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.7K- 12.46% |
$1.52M - $1.55M
|
230K
$11M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-35.7K- 21.61% |
$1.67M - $1.69M
|
130K
$6.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-37.3K- 63.0% |
$1.74M - $1.77M
|
21.9K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-39K- 33.88% |
$1.82M - $1.85M
|
76.1K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39.4K- 7.64% |
$1.84M - $1.87M
|
477K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.4K- 87.51% |
$1.88M - $1.91M
|
5.77K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.7K- 17.11% |
$2.09M - $2.12M
|
217K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-46.6K- 63.76% |
$2.17M - $2.21M
|
26.5K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.8K- 1.99% |
$2.18M - $2.22M
|
2.3M
$110M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-47.1K- 64.55% |
$2.19M - $2.23M
|
25.8K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-51.6K- 73.74% |
$2.41M - $2.45M
|
18.4K
$878K
|