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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
40.8K+ 22.34% |
$2.08M - $2.09M
|
223K
$10.8M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
40.5K+ 32.77% |
$2.07M - $2.08M
|
164K
$7.92M
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
39.6K+ 11.43% |
$2.02M - $2.03M
|
386K
$18.6M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.7KNew |
$1.92M - $1.93M
|
37.7K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37K+ 17.17% |
$1.89M - $1.9M
|
253K
$12.2M
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
36.6K+ 3.34% |
$1.87M - $1.88M
|
1.13M
$54.7M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
36.1K+ 15.5% |
$1.84M - $1.86M
|
269K
$13M
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
33.1K+ 40.48% |
$1.69M - $1.7M
|
115K
$5.54M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.8K+ 620.48% |
$1.68M - $1.69M
|
38.1K
$1.84M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
31.8K+ 7.16% |
$1.62M - $1.63M
|
477K
$23M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.2K+ 6.17% |
$1.54M - $1.55M
|
519K
$25.1M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
26.9K+ 380.19% |
$1.37M - $1.38M
|
33.9K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25.2KNew |
$1.29M - $1.29M
|
25.2K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
24.5K+ 75.25% |
$1.25M - $1.26M
|
57.1K
$2.76M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
23.8K+ 4.9% |
$1.21M - $1.22M
|
509K
$24.6M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23KNew |
$1.18M - $1.18M
|
23K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.8K+ 26.18% |
$1.17M - $1.17M
|
110K
$5.31M
|
|
Oct 25, 2021
Q3 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
20.9K+ 5.32% |
$1.06M - $1.07M
|
413K
$19.9M
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.7K+ 10.07% |
$1.01M - $1.01M
|
216K
$10.4M
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
18.9K+ 22.01% |
$963K - $969K
|
105K
$5.05M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.7K+ 8.35% |
$956K - $962K
|
243K
$11.7M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4K+ 5.2% |
$891K - $896K
|
353K
$17M
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17.3K+ 125.61% |
$885K - $890K
|
31.1K
$1.5M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.2KNew |
$878K - $883K
|
17.2K
$830K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
17K+ 9.43% |
$868K - $873K
|
197K
$9.53M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
16.9K+ 2.57% |
$864K - $869K
|
677K
$32.7M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16.2KNew |
$828K - $833K
|
16.2K
$783K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.9KNew |
$759K - $764K
|
14.9K
$718K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13.9K+ 7.29% |
$711K - $715K
|
205K
$9.89M
|
|
Nov 10, 2021
Q3 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
13.5K+ 116.15% |
$689K - $693K
|
25.1K
$1.21M
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
13.4K+ 5.68% |
$684K - $688K
|
249K
$12M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
13K+ 17.22% |
$664K - $668K
|
88.5K
$4.27M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.9KNew |
$659K - $663K
|
12.9K
$623K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12.7K+ 13.98% |
$650K - $654K
|
104K
$5.01M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
12.4K+ 256.13% |
$634K - $638K
|
17.3K
$833K
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12.1K+ 5.05% |
$616K - $620K
|
251K
$12.1M
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
11.2K+ 6.82% |
$572K - $575K
|
176K
$8.47M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11K+ 14.0% |
$562K - $566K
|
89.7K
$4.33M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.8K+ 3.53% |
$552K - $555K
|
317K
$15.3M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.8K+ 12.19% |
$551K - $555K
|
99.4K
$4.8M
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
10.8KNew |
$550K - $553K
|
10.8K
$520K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.7K+ 66.33% |
$545K - $548K
|
26.8K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
9.98K+ 7.44% |
$509K - $512K
|
144K
$6.95M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
9.84KNew |
$502K - $505K
|
9.84K
$475K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
9.62K+ 21.46% |
$491K - $494K
|
54.4K
$2.63M
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
9.45K+ 60.85% |
$482K - $485K
|
25K
$1.21M
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
9.28K+ 5.34% |
$474K - $477K
|
183K
$8.83M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.72K+ 28.65% |
$445K - $448K
|
39.2K
$1.89M
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.61KNew |
$439K - $442K
|
8.61K
$415K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.53K+ 15.63% |
$435K - $438K
|
63.1K
$3.05M
|