Purchases and Sales Made in Q3 2022 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 2022. 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 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.83MNew |
$222M - $231M
|
4.83M
$231M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.07MNew |
$49.2M - $51.3M
|
1.07M
$51.3M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.06M+ 30.58% |
$48.9M - $51M
|
4.54M
$217M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
796KNew |
$36.6M - $38.2M
|
796K
$38.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
796KNew |
$36.6M - $38.2M
|
796K
$38.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
401K+ 27.26% |
$18.4M - $19.2M
|
1.87M
$89.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
372K+ 10.3% |
$17.1M - $17.8M
|
3.99M
$191M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
338K+ 14.04% |
$15.5M - $16.2M
|
2.75M
$131M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
326K+ 100265.23% |
$15M - $15.6M
|
326K
$15.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
286K+ 128.94% |
$13.2M - $13.7M
|
509K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
211K+ 3.23% |
$9.71M - $10.1M
|
6.76M
$323M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
151K+ 206.14% |
$6.96M - $7.26M
|
225K
$10.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
135KNew |
$6.21M - $6.47M
|
135K
$6.47M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
116KNew |
$5.34M - $5.57M
|
116K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
107KNew |
$4.89M - $5.1M
|
107K
$5.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
104K+ 47.12% |
$4.78M - $4.98M
|
325K
$15.5M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
98.3K+ 63.24% |
$4.51M - $4.71M
|
254K
$12.1M
|
|
|
Oct 30, 2023
Q3 2022
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
87.4KNew |
$4.01M - $4.19M
|
87.4K
$4.18M
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
85.3K+ 119.68% |
$3.92M - $4.09M
|
157K
$7.49M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
84K+ 195.14% |
$3.86M - $4.02M
|
127K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
83K+ 192.88% |
$3.81M - $3.98M
|
126K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
67.2K+ 20.57% |
$3.09M - $3.22M
|
394K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
63.6KNew |
$2.92M - $3.05M
|
63.6K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
60.8K+ 84.88% |
$2.79M - $2.91M
|
133K
$6.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52.6K+ 541.24% |
$2.42M - $2.52M
|
62.3K
$2.98M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
48.1K+ 27.34% |
$2.21M - $2.3M
|
224K
$10.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
43.4K+ 58.27% |
$1.99M - $2.08M
|
118K
$5.64M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
42K+ 11.32% |
$1.93M - $2.01M
|
412K
$19.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41.6K+ 33.49% |
$1.91M - $1.99M
|
166K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
39.1K+ 143.21% |
$1.79M - $1.87M
|
66.4K
$3.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
35.6K+ 8.98% |
$1.63M - $1.7M
|
432K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
34.7K+ 153.61% |
$1.59M - $1.66M
|
57.2K
$2.74M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
34.3K+ 17.37% |
$1.57M - $1.64M
|
232K
$11.1M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
34.1KNew |
$1.57M - $1.63M
|
34.1K
$1.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
29.8K+ 35.21% |
$1.37M - $1.43M
|
114K
$5.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6K+ 7.64% |
$1.31M - $1.37M
|
403K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28.3KNew |
$1.3M - $1.36M
|
28.3K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
28.1K+ 633.17% |
$1.29M - $1.35M
|
32.5K
$1.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
25.4K+ 62.77% |
$1.17M - $1.22M
|
66K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.8K+ 31.91% |
$1.09M - $1.14M
|
98.2K
$4.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
23.4K+ 7.15% |
$1.07M - $1.12M
|
350K
$16.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
22.4K+ 49.27% |
$1.03M - $1.07M
|
67.8K
$3.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.6K+ 2.56% |
$994K - $1.04M
|
866K
$41.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
20.5K+ 15.64% |
$942K - $983K
|
152K
$7.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
19.6K+ 4.08% |
$898K - $937K
|
499K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
17.9K+ 8.42% |
$823K - $858K
|
231K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7K+ 1.74% |
$812K - $847K
|
1.04M
$49.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
16.2K+ 3.15% |
$742K - $774K
|
529K
$25.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16.1KNew |
$739K - $770K
|
16.1K
$770K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
15.8K+ 6.29% |
$724K - $755K
|
266K
$12.7M
|