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 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.46K+ 12.97% |
$432K - $434K
|
73.7K
$3.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.42K+ 23.09% |
$430K - $432K
|
44.9K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.01K+ 78.82% |
$409K - $411K
|
18.2K
$870K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.7K+ 13.64% |
$393K - $396K
|
64.2K
$3.07M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
7.17KNew |
$366K - $368K
|
7.17K
$343K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.09K+ 5.94% |
$362K - $364K
|
126K
$6.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
6.55K+ 48.14% |
$334K - $336K
|
20.2K
$965K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
6.49K+ 8.75% |
$331K - $333K
|
80.6K
$3.86M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.49K+ 8.75% |
$331K - $333K
|
80.6K
$3.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.43K+ 14.07% |
$328K - $330K
|
52.1K
$2.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
6.3K+ 35.01% |
$321K - $323K
|
24.3K
$1.16M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.18K+ 15.41% |
$315K - $317K
|
46.3K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.18K+ 15.41% |
$315K - $317K
|
46.3K
$2.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.15K+ 8.31% |
$314K - $316K
|
80.2K
$3.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.04K+ 9.68% |
$308K - $310K
|
68.5K
$3.28M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.04K+ 1.95% |
$308K - $310K
|
316K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.03KNew |
$308K - $309K
|
6.03K
$288K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.92KNew |
$302K - $304K
|
5.92K
$283K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.77K+ 12.89% |
$295K - $296K
|
50.5K
$2.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.62K+ 3.2% |
$287K - $289K
|
181K
$8.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.44K+ 1.39% |
$278K - $279K
|
397K
$19M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.85KNew |
$247K - $249K
|
4.85K
$232K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.54K+ 13.77% |
$232K - $233K
|
37.5K
$1.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.51K+ 5.14% |
$230K - $232K
|
92.4K
$4.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 8.12% |
$229K - $231K
|
59.8K
$2.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.5K+ 23.75% |
$229K - $231K
|
23.4K
$1.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.47K+ 1.99% |
$228K - $229K
|
229K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 3.56% |
$225K - $226K
|
128K
$6.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
4.01K+ 0.49% |
$205K - $206K
|
824K
$39.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.99K+ 11.66% |
$204K - $205K
|
38.2K
$1.83M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.9K+ 10.92% |
$199K - $200K
|
39.7K
$1.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.8K+ 17.27% |
$194K - $195K
|
25.8K
$1.23M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.74K+ 42.43% |
$191K - $192K
|
12.6K
$601K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.67K+ 1.88% |
$187K - $188K
|
199K
$9.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.3K+ 10.46% |
$168K - $169K
|
34.8K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.21K+ 7.69% |
$164K - $165K
|
45K
$2.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.94K+ 3.24% |
$150K - $151K
|
93.9K
$4.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.87K+ 3.12% |
$146K - $147K
|
94.8K
$4.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 0.94% |
$137K - $138K
|
288K
$13.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.68K+ 208.16% |
$137K - $137K
|
3.96K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.5K+ 28.9% |
$128K - $128K
|
11.2K
$534K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.49K+ 6.64% |
$127K - $128K
|
40K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.09K+ 10.41% |
$107K - $107K
|
22.2K
$1.06M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.93K+ 2.45% |
$98.3K - $98.9K
|
80.7K
$3.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.85K+ 10.52% |
$94.3K - $94.9K
|
19.4K
$929K
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
1.63K+ 6.64% |
$83.3K - $83.8K
|
26.2K
$1.25M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.62K+ 0.75% |
$82.8K - $83.3K
|
218K
$10.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.57K+ 30.79% |
$80.3K - $80.8K
|
6.68K
$320K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.55K+ 18.83% |
$79.2K - $79.6K
|
9.79K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 1.34% |
$76.7K - $77.1K
|
114K
$5.44M
|