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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
9.11K+ 0.74% |
$426K - $432K
|
1.25M
$59.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.66K+ 53.03% |
$406K - $411K
|
25K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
8.42K+ 25.55% |
$395K - $400K
|
41.4K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.51K+ 2.94% |
$352K - $356K
|
263K
$12.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
7.25K+ 3.86% |
$339K - $344K
|
195K
$9.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.11K+ 11.12% |
$333K - $337K
|
71K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.09K+ 25.7% |
$332K - $337K
|
34.7K
$1.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.88KNew |
$322K - $327K
|
6.88K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.37K+ 3.4% |
$298K - $302K
|
194K
$9.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
6.34K+ 1.24% |
$297K - $301K
|
519K
$24.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
6.25K+ 3.8% |
$293K - $296K
|
171K
$8.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.15K+ 5.83% |
$288K - $292K
|
112K
$5.32M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.09K+ 26.75% |
$285K - $289K
|
28.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.95K+ 4.21% |
$279K - $283K
|
147K
$7.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
5.73K+ 424.52% |
$268K - $272K
|
7.08K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.44K+ 2.91% |
$255K - $258K
|
193K
$9.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.14K+ 2.14% |
$241K - $244K
|
245K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5KNew |
$234K - $237K
|
5K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
4.83K+ 2.89% |
$226K - $229K
|
172K
$8.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
4.83K+ 2.85% |
$226K - $229K
|
174K
$8.31M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.74K+ 10.24% |
$222K - $225K
|
51K
$2.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.74K+ 32.12% |
$222K - $225K
|
19.5K
$928K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.37KNew |
$205K - $207K
|
4.37K
$208K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.27K+ 2.75% |
$200K - $203K
|
160K
$7.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.17K+ 5.59% |
$195K - $198K
|
78.8K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.04K+ 9.06% |
$189K - $192K
|
48.6K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.02K+ 33.94% |
$188K - $191K
|
15.9K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.91K+ 15.5% |
$183K - $185K
|
29.1K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.61K+ 51.16% |
$169K - $171K
|
10.7K
$508K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.53K+ 39.91% |
$165K - $167K
|
12.4K
$589K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
3.5KNew |
$164K - $166K
|
3.5K
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.49K+ 15.78% |
$164K - $166K
|
25.6K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.46K+ 3.43% |
$162K - $164K
|
105K
$4.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.39K+ 2.71% |
$159K - $161K
|
129K
$6.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.12K+ 5.25% |
$146K - $148K
|
62.6K
$2.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.75KNew |
$129K - $131K
|
2.75K
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.67K+ 4.6% |
$125K - $126K
|
60.6K
$2.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.63K+ 1.5% |
$123K - $125K
|
178K
$8.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.52K+ 4.97% |
$118K - $119K
|
53.1K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 2.09% |
$110K - $111K
|
114K
$5.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.06K+ 4.18% |
$96.4K - $97.7K
|
51.3K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.96K+ 16.88% |
$91.8K - $93K
|
13.6K
$646K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.93K+ 7.28% |
$90.3K - $91.5K
|
28.4K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.85KNew |
$86.7K - $87.8K
|
1.85K
$88.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.81K+ 5.14% |
$84.7K - $85.8K
|
37K
$1.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.74K+ 17.5% |
$81.5K - $82.6K
|
11.7K
$557K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.46K+ 20.7% |
$68.2K - $69.1K
|
8.49K
$405K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.43KNew |
$67K - $67.9K
|
1.43K
$68.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.42K+ 23.42% |
$66.3K - $67.2K
|
7.46K
$355K
|