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
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-51.8K- 47.16% |
$2.41M - $2.45M
|
58K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.2K- 15.88% |
$2.43M - $2.47M
|
276K
$13.2M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-55.8K- 12.04% |
$2.6M - $2.64M
|
408K
$19.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-58.7K- 39.68% |
$2.74M - $2.78M
|
89.2K
$4.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-67.8K- 43.46% |
$3.16M - $3.21M
|
88.3K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-76.3K- 92.5% |
$3.56M - $3.61M
|
6.18K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-87.2K- 10.95% |
$4.06M - $4.13M
|
709K
$33.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-104K- 93.48% |
$4.85M - $4.93M
|
7.26K
$347K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116K- 14.89% |
$5.42M - $5.51M
|
665K
$31.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-137K- 51.16% |
$6.37M - $6.47M
|
130K
$6.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140K- 24.25% |
$6.53M - $6.63M
|
438K
$20.9M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-144K- 87.1% |
$6.69M - $6.8M
|
21.3K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-144K- 7.52% |
$6.71M - $6.82M
|
1.77M
$84.5M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-149K- 57.56% |
$6.94M - $7.05M
|
110K
$5.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-151K- 96.04% |
$7.05M - $7.16M
|
6.23K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-171K- 74.69% |
$7.97M - $8.1M
|
57.9K
$2.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-176K- 54.87% |
$8.22M - $8.35M
|
145K
$6.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-179K- 87.75% |
$8.37M - $8.5M
|
25K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-191K- 39.36% |
$8.92M - $9.06M
|
295K
$14.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-205K- 89.54% |
$9.56M - $9.71M
|
23.9K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-244K- 8.49% |
$11.4M - $11.5M
|
2.63M
$125M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-335K- 45.95% |
$15.6M - $15.9M
|
394K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-368K- 21.47% |
$17.1M - $17.4M
|
1.34M
$64.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-543K- 66.5% |
$25.3M - $25.7M
|
274K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-886K- 73.28% |
$41.3M - $42M
|
323K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.88M- 69.92% |
$87.5M - $88.9M
|
807K
$38.5M
|