Purchases and Sales Made in Q3 2021 in Ihares Core 1 5 Years Usd Bond (ISTB)

ISTB Quotes by TradingView

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
May 15, 2024 Q3 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.45K
+ 14.61%
$74K - $74.5K
11.4K $550K
Nov 16, 2021 Q3 2021
Cable Hill Partners, LLC

Portland, OR
BUY
 -
1.35K
+ 14.2%
$68.9K - $69.3K
10.9K $525K
Nov 03, 2021 Q3 2021
Carl P. Sherr & Co., LLC

BUY
 -
1.2K
+ 0.7%
$61.2K - $61.6K
172K $8.31M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.12K
+ 0.68%
$57.4K - $57.7K
167K $8.07M
Oct 28, 2021 Q3 2021
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
1K
+ 1.6%
$51.2K - $51.6K
63.9K $3.09M
Oct 19, 2021 Q3 2021
Northwest Investment Counselors, LLC

BUY
 -
917
+ 4.58%
$46.8K - $47.1K
20.9K $1.01M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
801
+ 4.49%
$40.9K - $41.1K
18.7K $902K
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
771
+ 19.69%
$39.4K - $39.6K
4.69K $226K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
663
+ 5.45%
$33.8K - $34K
12.8K $620K
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
648
New
$33.1K - $33.3K
648 $31.3K
Feb 27, 2023 Q3 2021
Financial Partners Capital Management LLC

New York, NY
BUY
 -
595
+ 6.18%
$30.4K - $30.6K
10.2K $494K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

BUY
 -
581
+ 12.89%
$29.7K - $29.8K
5.09K $246K
Nov 17, 2021 Q3 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
544
New
$27.8K - $27.9K
544 $26.3K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
507
New
$25.9K - $26K
507 $24.5K
Oct 28, 2021 Q3 2021
Excalibur Management Corp

BUY
 -
475
+ 3.37%
$24.2K - $24.4K
14.6K $705K
Nov 10, 2021 Q3 2021
Rice Partnership, LLC

BUY
 -
449
+ 11.41%
$22.9K - $23.1K
4.39K $212K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
444
New
$22.7K - $22.8K
444 $21.5K
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

BUY
 -
406
+ 922.73%
$20.7K - $20.8K
450 $21.7K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
404
+ 15.97%
$20.6K - $20.7K
2.93K $142K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
386
+ 2.35%
$19.7K - $19.8K
16.8K $814K
Nov 02, 2021 Q3 2021
Bay Colony Advisory Group, Inc D

BUY
 -
379
+ 7.08%
$19.3K - $19.5K
5.73K $277K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
366
+ 8.5%
$18.7K - $18.8K
4.67K $226K
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
331
+ 1.66%
$16.9K - $17K
20.2K $977K
Oct 18, 2021 Q3 2021
Brandywine Oak Private Wealth LLC

BUY
 -
316
+ 3.96%
$16.1K - $16.2K
8.3K $401K
Oct 06, 2021 Q3 2021
Evensky & Katz LLC

BUY
 -
310
+ 51.93%
$15.8K - $15.9K
907 $43.8K
Nov 15, 2021 Q3 2021
Baker Avenue Asset Management, LP

BUY
 -
279
+ 0.14%
$14.2K - $14.3K
204K $9.83M
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
BUY
 -
213
New
$10.9K - $10.9K
213 $10.3K
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
202
+ 0.67%
$10.3K - $10.4K
30.2K $1.46M
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
199
+ 2.0%
$10.2K - $10.2K
10.1K $490K
Nov 12, 2021 Q3 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
170
+ 1.03%
$8.68K - $8.73K
16.7K $808K
Oct 29, 2021 Q3 2021
Wescott Financial Advisory Group, LLC

BUY
 -
125
+ 0.52%
$6.38K - $6.42K
24.1K $1.16M
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

BUY
 -
100
New
$5.1K - $5.14K
100 $4.83K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
92
New
$4.7K - $4.72K
92 $4.45K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
79
+ 0.63%
$4.03K - $4.06K
12.6K $607K
Nov 09, 2021 Q3 2021
Washington Trust CO

BUY
 -
62
New
$3.16K - $3.18K
62 $3K
Nov 12, 2021 Q3 2021
Wolff Financial Management LLC

BUY
 -
40
+ 0.45%
$2.04K - $2.05K
8.97K $433K
Nov 16, 2021 Q3 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
40
New
$2.04K - $2.05K
40 $1.93K
Nov 12, 2021 Q3 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
26
+ 0.16%
$1.33K - $1.34K
15.9K $766K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
26
+ 1.84%
$1.33K - $1.34K
1.44K $69.6K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

BUY
 -
21
+ 0.38%
$1.07K - $1.08K
5.51K $266K
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
17
+ 0.34%
$868 - $873
4.95K $239K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
7
+ 0.12%
$357 - $359
5.78K $279K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
4
+ 0.4%
$204 - $205
1K $48.5K
Oct 07, 2021 Q3 2021
Pacifica Partners Inc.

BUY
 -
3
+ 0.46%
$153 - $154
650 $31.4K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2
+ 0.41%
$102 - $103
494 $23.9K
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
2
+ 0.48%
$102 - $103
419 $20.2K
Oct 20, 2021 Q3 2021
Sugarloaf Wealth Management, LLC

BUY
 -
2
+ 0.36%
$102 - $103
558 $27K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
1
+ 0.51%
$51 - $51.4
196 $9.47K
Oct 21, 2021 Q3 2021
Cornell Pochily Investment Advisors, Inc.

BUY
 -
1
+ 0.01%
$51 - $51.4
7.36K $355K

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