Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.55MNew |
$181M - $182M
|
3.55M
$169M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21MNew |
$113M - $114M
|
2.21M
$106M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5MNew |
$76.5M - $77M
|
1.5M
$71.6M
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
1.43M+ 3436.85% |
$72.8M - $73.2M
|
1.47M
$70.1M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.42M+ 1447.49% |
$72.4M - $72.8M
|
1.52M
$72.4M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
565K+ 136.51% |
$28.8M - $29M
|
979K
$46.8M
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
473K+ 8.92% |
$24.2M - $24.3M
|
5.78M
$276M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
441K+ 9744.12% |
$22.5M - $22.6M
|
445K
$21.3M
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
402K+ 209.53% |
$20.5M - $20.7M
|
594K
$28.4M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
313K+ 34.68% |
$16M - $16.1M
|
1.22M
$58.1M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
253K+ 25.89% |
$12.9M - $13M
|
1.23M
$58.9M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
252K+ 2.08% |
$12.9M - $13M
|
12.4M
$592M
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
227K+ 703.25% |
$11.6M - $11.7M
|
259K
$12.4M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
218K+ 593.97% |
$11.1M - $11.2M
|
255K
$12.2M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
218KNew |
$11.1M - $11.2M
|
218K
$10.4M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
186K+ 23.11% |
$9.51M - $9.56M
|
992K
$47.4M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 28.59% |
$8.31M - $8.37M
|
733K
$35M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
154K+ 213245.83% |
$7.84M - $7.88M
|
154K
$7.34M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
150K+ 34.35% |
$7.64M - $7.69M
|
586K
$28M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
140K+ 279.59% |
$7.14M - $7.18M
|
190K
$9.07M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 17.64% |
$6.72M - $6.76M
|
878K
$41.9M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
123K+ 34.07% |
$6.3M - $6.34M
|
486K
$23.2M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
117KNew |
$5.96M - $5.99M
|
117K
$5.57M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
114K+ 14.02% |
$5.83M - $5.87M
|
929K
$44.4M
|
|
Nov 15, 2021
Q3 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
102KNew |
$5.2M - $5.23M
|
102K
$4.87M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
92.5K+ 6.09% |
$4.72M - $4.75M
|
1.61M
$76.9M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
90K+ 49.99% |
$4.59M - $4.62M
|
270K
$12.9M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
87.9K+ 4.72% |
$4.48M - $4.51M
|
1.95M
$93.1M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.7K+ 31.05% |
$4.37M - $4.4M
|
362K
$17.3M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
84K+ 18.77% |
$4.29M - $4.31M
|
531K
$25.4M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
83.5K+ 35.95% |
$4.26M - $4.29M
|
316K
$15.1M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
83.2KNew |
$4.25M - $4.27M
|
83.2K
$3.98M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
83.2K+ 733.0% |
$4.25M - $4.27M
|
94.5K
$4.52M
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
72.7K+ 15.92% |
$3.71M - $3.73M
|
529K
$25.3M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
71.9K+ 193.52% |
$3.67M - $3.69M
|
109K
$5.21M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.4K+ 4.51% |
$3.54M - $3.56M
|
1.61M
$76.7M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.2K+ 320.4% |
$3.43M - $3.45M
|
88.2K
$4.21M
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
66K+ 21.68% |
$3.37M - $3.39M
|
370K
$17.7M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65.1KNew |
$3.32M - $3.34M
|
65.1K
$3.11M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
61.6K+ 79.59% |
$3.14M - $3.16M
|
139K
$6.64M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.4K+ 11.64% |
$3.13M - $3.15M
|
588K
$28.1M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
58.2K+ 144.21% |
$2.97M - $2.99M
|
98.5K
$4.71M
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
53.4K+ 14.94% |
$2.72M - $2.74M
|
411K
$19.6M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.7K+ 1.74% |
$2.64M - $2.66M
|
3.02M
$144M
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
47.1K+ 8.91% |
$2.4M - $2.42M
|
575K
$27.5M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
46.4K+ 391.18% |
$2.37M - $2.38M
|
58.2K
$2.78M
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
45.9K+ 19.55% |
$2.34M - $2.36M
|
281K
$13.4M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
44.2K+ 27.11% |
$2.26M - $2.27M
|
207K
$9.9M
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
43.9K+ 3.08% |
$2.24M - $2.25M
|
1.47M
$70.2M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.9K+ 99.04% |
$2.09M - $2.1M
|
82.2K
$3.93M
|