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 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.0% |
$51 - $51.4
|
26.5K
$1.27M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 2.17% |
$51 - $51.4
|
47
$2.24K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1Closed |
$51 - $51.4
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-3- 0.01% |
$153 - $154
|
32.7K
$1.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-14- 0.2% |
$715 - $719
|
7K
$334K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-32- 0.57% |
$1.63K - $1.64K
|
5.56K
$266K
|
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-34- 25.19% |
$1.74K - $1.75K
|
101
$4.82K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-53- 17.1% |
$2.71K - $2.72K
|
257
$12.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-69- 0.03% |
$3.52K - $3.54K
|
227K
$10.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-71Closed |
$3.62K - $3.65K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-82- 1.19% |
$4.19K - $4.21K
|
6.79K
$324K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86Closed |
$4.39K - $4.42K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-94- 1.68% |
$4.8K - $4.83K
|
5.5K
$263K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-97- 1.64% |
$4.95K - $4.98K
|
5.81K
$277K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-103- 14.65% |
$5.26K - $5.29K
|
600
$28.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-119- 0.44% |
$6.07K - $6.11K
|
27K
$1.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-130- 2.99% |
$6.64K - $6.68K
|
4.22K
$201K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-132- 0.21% |
$6.74K - $6.78K
|
62.1K
$2.96M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-133- 9.52% |
$6.79K - $6.83K
|
1.26K
$60.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-148- 0.97% |
$7.55K - $7.6K
|
15.1K
$720K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-165- 22.3% |
$8.42K - $8.47K
|
575
$27.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-178- 1.59% |
$9.09K - $9.14K
|
11K
$527K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-194Closed |
$9.9K - $9.96K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-205- 1.16% |
$10.5K - $10.5K
|
17.5K
$838K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-230- 0.22% |
$11.7K - $11.8K
|
102K
$4.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-280- 73.68% |
$14.3K - $14.4K
|
100
$4.78K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-292- 1.0% |
$14.9K - $15K
|
29K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-322- 2.38% |
$16.4K - $16.5K
|
13.2K
$630K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-436- 40.33% |
$22.3K - $22.4K
|
645
$30.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-458- 6.04% |
$23.4K - $23.5K
|
7.12K
$340K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-492- 4.06% |
$25.1K - $25.3K
|
11.6K
$555K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-545Closed |
$27.8K - $28K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-646- 8.64% |
$33K - $33.2K
|
6.83K
$326K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-655- 13.7% |
$33.4K - $33.6K
|
4.13K
$197K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-767- 1.75% |
$39.1K - $39.4K
|
43.1K
$2.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-773- 1.34% |
$39.5K - $39.7K
|
57.1K
$2.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-809- 4.77% |
$41.3K - $41.5K
|
16.2K
$771K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-881- 18.15% |
$45K - $45.2K
|
3.97K
$190K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-923- 0.46% |
$47.1K - $47.4K
|
200K
$9.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.26K- 3.96% |
$64.2K - $64.6K
|
30.5K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.4K- 0.89% |
$71.3K - $71.7K
|
155K
$7.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.58K- 3.48% |
$80.5K - $81K
|
43.7K
$2.09M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.66K- 1.17% |
$84.6K - $85.1K
|
140K
$6.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.72KClosed |
$87.5K - $88.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.78KClosed |
$91.1K - $91.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.85K- 9.52% |
$94.3K - $94.9K
|
17.6K
$839K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.85K- 21.18% |
$94.4K - $94.9K
|
6.88K
$329K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.98K- 30.84% |
$101K - $102K
|
4.45K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.04K- 1.76% |
$104K - $105K
|
113K
$5.42M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.14K- 32.72% |
$109K - $110K
|
4.41K
$210K
|