Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
521K+ 5.65% |
$24.4M - $24.7M
|
9.75M
$465M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
473K+ 36.04% |
$22.1M - $22.4M
|
1.78M
$85M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
466KNew |
$21.8M - $22.1M
|
466K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
213K+ 25.15% |
$9.98M - $10.1M
|
1.06M
$50.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
157K+ 189.03% |
$7.38M - $7.47M
|
241K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 34.69% |
$7.12M - $7.22M
|
590K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
119K+ 45.15% |
$5.58M - $5.66M
|
383K
$18.3M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
80.5KNew |
$3.77M - $3.82M
|
80.5K
$3.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
78K+ 10.18% |
$3.65M - $3.7M
|
844K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
74K+ 1.55% |
$3.47M - $3.51M
|
4.84M
$231M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.6K+ 19.32% |
$2.88M - $2.92M
|
380K
$18.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
51.6K+ 22.67% |
$2.42M - $2.45M
|
279K
$13.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
41.3K+ 439.57% |
$1.93M - $1.96M
|
50.7K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35.7KNew |
$1.67M - $1.69M
|
35.7K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.9K+ 42.34% |
$1.54M - $1.56M
|
111K
$5.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
29.1K+ 4.11% |
$1.36M - $1.38M
|
736K
$35.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.6K+ 27.97% |
$1.29M - $1.31M
|
126K
$6.01M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
27.1K+ 5.51% |
$1.27M - $1.29M
|
519K
$24.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
25.9KNew |
$1.21M - $1.23M
|
25.9K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
24.9K+ 7.48% |
$1.17M - $1.18M
|
358K
$17.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.7K+ 13.85% |
$1.16M - $1.17M
|
203K
$9.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
24.5K+ 2.6% |
$1.15M - $1.16M
|
970K
$46.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.7K+ 98.57% |
$1.11M - $1.12M
|
47.8K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.5K+ 7.52% |
$1.05M - $1.07M
|
322K
$15.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.2K+ 441.7% |
$1.04M - $1.06M
|
27.3K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19.9K+ 13.46% |
$931K - $943K
|
168K
$7.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19.7K+ 20.31% |
$924K - $936K
|
117K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.2K+ 3.46% |
$898K - $910K
|
573K
$27.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.1K+ 41.2% |
$894K - $906K
|
65.4K
$3.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5KNew |
$867K - $879K
|
18.5K
$882K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.4KNew |
$860K - $871K
|
18.4K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 1.64% |
$799K - $809K
|
1.06M
$50.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17K+ 255.17% |
$796K - $807K
|
23.7K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17K+ 2.57% |
$796K - $806K
|
678K
$32.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 8.25% |
$779K - $789K
|
218K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.5KNew |
$772K - $782K
|
16.5K
$785K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14K+ 5.18% |
$655K - $663K
|
284K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.9K+ 10.9% |
$651K - $659K
|
141K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 2.37% |
$641K - $650K
|
590K
$28.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.7K+ 16.94% |
$640K - $648K
|
94.3K
$4.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
13.4K+ 4.9% |
$628K - $637K
|
287K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7K+ 21.91% |
$595K - $603K
|
70.7K
$3.37M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
12KNew |
$562K - $569K
|
12K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.9K+ 75.99% |
$558K - $565K
|
27.6K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
11K+ 9.34% |
$513K - $520K
|
128K
$6.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.6K+ 11.77% |
$494K - $501K
|
100K
$4.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
10.5K+ 10.15% |
$491K - $497K
|
114K
$5.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.7KNew |
$454K - $460K
|
9.7K
$462K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.12K+ 2.0% |
$427K - $433K
|
465K
$22.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.12KNew |
$427K - $433K
|
9.12K
$434K
|