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 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.5K- 3.54% |
$117K - $119K
|
68.1K
$3.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.52K- 0.82% |
$118K - $120K
|
306K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.53K- 6.65% |
$118K - $120K
|
35.5K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-2.71K- 5.94% |
$127K - $129K
|
42.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 24.49% |
$127K - $129K
|
8.38K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.74K- 4.5% |
$129K - $130K
|
58.2K
$2.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.9K- 26.19% |
$136K - $137K
|
8.16K
$389K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.93K- 2.77% |
$137K - $139K
|
103K
$4.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.14K- 25.26% |
$147K - $149K
|
9.28K
$442K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.15K- 3.09% |
$148K - $150K
|
99K
$4.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.23K- 2.87% |
$151K - $153K
|
109K
$5.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.66K- 9.23% |
$172K - $174K
|
36K
$1.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-3.68K- 85.82% |
$172K - $174K
|
607
$28.9K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.84K- 4.71% |
$180K - $182K
|
77.7K
$3.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.97K- 24.57% |
$186K - $188K
|
12.2K
$581K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-4.05K- 12.8% |
$190K - $192K
|
27.6K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.16K- 16.44% |
$195K - $197K
|
21.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.39K- 18.78% |
$205K - $208K
|
19K
$904K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.39K- 9.65% |
$206K - $208K
|
41.1K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.18K- 7.43% |
$243K - $246K
|
64.6K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.2K- 6.85% |
$244K - $247K
|
70.7K
$3.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.31K- 1.73% |
$249K - $252K
|
301K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-6.22K- 35.76% |
$291K - $295K
|
11.2K
$533K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.79K- 37.06% |
$318K - $322K
|
11.5K
$549K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.81K- 75.52% |
$319K - $323K
|
2.21K
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.94K- 2.83% |
$419K - $424K
|
307K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.32K- 6.41% |
$437K - $443K
|
136K
$6.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.51K- 37.61% |
$445K - $451K
|
15.8K
$751K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 69.28% |
$512K - $519K
|
4.85K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.4K- 32.67% |
$536K - $543K
|
23.6K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-11.6K- 6.85% |
$542K - $549K
|
157K
$7.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.3K- 11.91% |
$574K - $581K
|
90.6K
$4.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 5.01% |
$579K - $587K
|
235K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 39.91% |
$616K - $624K
|
19.8K
$944K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 72.37% |
$651K - $660K
|
5.31K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.8K- 11.56% |
$740K - $749K
|
121K
$5.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-16.5K- 22.82% |
$771K - $781K
|
55.6K
$2.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-17.1K- 17.97% |
$801K - $812K
|
78.1K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20K- 3.1% |
$935K - $947K
|
625K
$29.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20K- 3.1% |
$935K - $947K
|
625K
$29.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-20.4K- 12.54% |
$954K - $967K
|
142K
$6.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.4K- 7.98% |
$957K - $969K
|
236K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.1K- 2.23% |
$986K - $1M
|
923K
$44M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.8K- 3.91% |
$1.07M - $1.08M
|
561K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.9K- 31.47% |
$1.16M - $1.18M
|
54.1K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-28.5K- 17.32% |
$1.33M - $1.35M
|
136K
$6.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.7K- 2.64% |
$1.49M - $1.51M
|
1.17M
$55.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.8K- 2.47% |
$1.68M - $1.7M
|
1.41M
$67.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36.2K- 59.53% |
$1.69M - $1.72M
|
24.6K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.2K- 41.31% |
$1.79M - $1.81M
|
54.2K
$2.58M
|