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 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.23K- 24.35% |
$114K - $114K
|
6.91K
$334K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.43K- 93.63% |
$124K - $125K
|
165
$7.96K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.71KClosed |
$138K - $139K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77K- 37.02% |
$141K - $142K
|
4.71K
$227K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.06K- 9.41% |
$156K - $157K
|
29.5K
$1.42M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.19K- 8.28% |
$163K - $164K
|
35.3K
$1.71M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.67K- 15.53% |
$187K - $189K
|
20K
$964K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.8K- 1.15% |
$194K - $195K
|
327K
$15.8M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-3.93K- 10.66% |
$201K - $202K
|
32.9K
$1.59M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.93K- 18.33% |
$201K - $202K
|
17.5K
$845K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.05K- 42.5% |
$207K - $208K
|
5.48K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.22KClosed |
$215K - $217K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.28KClosed |
$269K - $271K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-6.53K- 50.68% |
$333K - $335K
|
6.36K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.55K- 16.95% |
$334K - $336K
|
32.1K
$1.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-6.64K- 7.31% |
$339K - $341K
|
84.3K
$4.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-6.9K- 61.61% |
$352K - $354K
|
4.3K
$208K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.08K- 2.23% |
$362K - $364K
|
311K
$15M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.57KClosed |
$386K - $389K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.67K- 12.24% |
$391K - $394K
|
55K
$2.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-10.1K- 1.74% |
$516K - $520K
|
571K
$27.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10.9K- 21.6% |
$559K - $562K
|
39.7K
$1.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 29.26% |
$603K - $606K
|
28.5K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12K- 5.58% |
$611K - $615K
|
203K
$9.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.6K- 98.35% |
$644K - $648K
|
212
$10.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.5K- 30.83% |
$688K - $692K
|
30.3K
$1.46M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-14.5K- 48.32% |
$742K - $746K
|
15.5K
$750K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.6KClosed |
$847K - $852K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-18K- 37.31% |
$918K - $923K
|
30.2K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.7K- 21.16% |
$1M - $1.01M
|
73.2K
$3.53M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-35.2KClosed |
$1.8M - $1.81M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.2KClosed |
$1.8M - $1.81M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-37.3K- 8.04% |
$1.9M - $1.92M
|
427K
$20.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-38.5K- 17.72% |
$1.96M - $1.98M
|
179K
$8.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-55.3KClosed |
$2.82M - $2.84M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.6K- 1.87% |
$2.99M - $3.01M
|
3.07M
$148M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64K- 16.99% |
$3.27M - $3.29M
|
313K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65K- 27.72% |
$3.32M - $3.34M
|
170K
$8.19M
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-73.5K- 91.34% |
$3.75M - $3.77M
|
6.97K
$336K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-79.7K- 95.99% |
$4.07M - $4.09M
|
3.33K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-85.4K- 36.42% |
$4.36M - $4.38M
|
149K
$7.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-98.6K- 25.04% |
$5.03M - $5.06M
|
295K
$14.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-99.7KClosed |
$5.09M - $5.12M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-127K- 21.6% |
$6.48M - $6.52M
|
461K
$22.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-146KClosed |
$7.47M - $7.52M
|
0
$0
|