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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
15.6K+ 21.81% |
$716K - $746K
|
87K
$4.17M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14.8K+ 15.31% |
$678K - $707K
|
111K
$5.32M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 1.89% |
$669K - $698K
|
786K
$37.6M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.6K+ 7.28% |
$626K - $652K
|
201K
$9.61M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12.7KNew |
$584K - $609K
|
12.7K
$609K
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12.6K+ 4.75% |
$578K - $603K
|
278K
$13.3M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.3KNew |
$564K - $588K
|
12.3K
$587K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1KNew |
$556K - $580K
|
12.1K
$580K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 14.57% |
$548K - $572K
|
93.9K
$4.49M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 27.94% |
$512K - $534K
|
51.1K
$2.45M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
9.96K+ 103.2% |
$457K - $477K
|
19.6K
$938K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.9KNew |
$455K - $474K
|
9.9K
$474K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.51K+ 26.81% |
$437K - $456K
|
45K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.22K+ 71.32% |
$424K - $442K
|
22.2K
$1.06M
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.62KNew |
$396K - $413K
|
8.62K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.26K+ 12.37% |
$379K - $396K
|
75K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.18K+ 28.86% |
$376K - $392K
|
36.5K
$1.75M
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
7.2K+ 53.72% |
$331K - $345K
|
20.6K
$986K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.48K+ 3.42% |
$298K - $310K
|
196K
$9.37M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.47K+ 2.94% |
$297K - $310K
|
226K
$10.8M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.36K+ 117.94% |
$292K - $305K
|
11.7K
$562K
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.31K+ 0.96% |
$290K - $302K
|
661K
$31.6M
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.1K+ 10.9% |
$280K - $292K
|
62K
$2.97M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.83K+ 76.83% |
$268K - $279K
|
13.4K
$642K
|
|
Nov 09, 2022
Q3 2022
|
True Wealth Financial Partners
|
BUY
|
- |
5.7K+ 19.13% |
$262K - $273K
|
35.5K
$1.7M
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.67KNew |
$260K - $272K
|
5.67K
$271K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.63K+ 3.62% |
$259K - $270K
|
161K
$7.71M
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5.57KNew |
$256K - $267K
|
5.57K
$267K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5.28K+ 4.65% |
$243K - $253K
|
119K
$5.69M
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
5.04KNew |
$232K - $242K
|
5.04K
$241K
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.96K+ 16.13% |
$228K - $237K
|
35.7K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.81KNew |
$221K - $230K
|
4.81K
$230K
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.77KNew |
$219K - $229K
|
4.77K
$228K
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$216K - $225K
|
4.7K
$225K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.59KNew |
$211K - $220K
|
4.59K
$220K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.57K+ 3.67% |
$210K - $219K
|
129K
$6.18M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43K+ 32.95% |
$204K - $212K
|
17.9K
$856K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.22K+ 0.61% |
$194K - $202K
|
696K
$33.3M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.16K+ 0.57% |
$191K - $199K
|
738K
$35.3M
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.06K+ 2472.56% |
$186K - $194K
|
4.22K
$202K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.85K+ 8.51% |
$177K - $184K
|
49.1K
$2.35M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.83KNew |
$176K - $183K
|
3.83K
$183K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.64K+ 9.49% |
$167K - $174K
|
42K
$2.01M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.6K+ 3.35% |
$165K - $172K
|
111K
$5.3M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.41K+ 0.29% |
$156K - $163K
|
1.18M
$56.5M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.38K+ 51.71% |
$155K - $162K
|
9.92K
$475K
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.1KNew |
$142K - $148K
|
3.1K
$148K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.64K+ 11.29% |
$121K - $126K
|
26K
$1.24M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.53KNew |
$116K - $121K
|
2.53K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 3.67% |
$115K - $120K
|
70.7K
$3.38M
|