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 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 1.86% |
$115K - $120K
|
137K
$6.54M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.37K+ 22.16% |
$109K - $114K
|
13.1K
$625K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.17K+ 48.85% |
$99.4K - $104K
|
6.6K
$316K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98K+ 24.06% |
$91K - $94.9K
|
10.2K
$489K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.96K+ 4.61% |
$89.9K - $93.7K
|
44.4K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.91K+ 25.63% |
$87.7K - $91.4K
|
9.36K
$448K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.83K+ 18.66% |
$84K - $87.6K
|
11.6K
$556K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 31.53% |
$82.9K - $86.5K
|
7.53K
$360K
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1.6K+ 6.11% |
$73.6K - $76.8K
|
27.8K
$1.33M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.59K+ 0.67% |
$73.2K - $76.4K
|
240K
$11.5M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.55K+ 164.79% |
$71.1K - $74.2K
|
2.49K
$119K
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.46K+ 2.71% |
$67.2K - $70.1K
|
55.4K
$2.65M
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.31K+ 0.72% |
$60.1K - $62.7K
|
183K
$8.77M
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
1.29K+ 4.68% |
$59.1K - $61.6K
|
28.8K
$1.38M
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.21K+ 11.09% |
$55.8K - $58.2K
|
12.2K
$582K
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.2K+ 4.99% |
$55.1K - $57.5K
|
25.3K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.19K+ 12.29% |
$54.7K - $57.1K
|
10.9K
$521K
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 6.67% |
$52.9K - $55.2K
|
18.4K
$882K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 15.65% |
$50.7K - $52.9K
|
8.16K
$391K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.08K+ 2.87% |
$49.4K - $51.5K
|
38.6K
$1.85M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 1.89% |
$48.9K - $51K
|
57.5K
$2.75M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.06K+ 3.18% |
$48.9K - $51K
|
34.5K
$1.65M
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.05K+ 15.0% |
$48.2K - $50.3K
|
8.05K
$385K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1KNew |
$45.9K - $47.9K
|
1K
$47.9K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
878New |
$40.3K - $42.1K
|
878
$42K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
849+ 0.33% |
$39K - $40.7K
|
261K
$12.5M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
841+ 394.84% |
$38.6K - $40.3K
|
1.05K
$50.4K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
822+ 1.65% |
$37.8K - $39.4K
|
50.7K
$2.43M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
738+ 0.83% |
$33.9K - $35.4K
|
89.5K
$4.28M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
722+ 2.48% |
$33.2K - $34.6K
|
29.9K
$1.43M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
569+ 8.47% |
$26.1K - $27.3K
|
7.29K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
438+ 3.74% |
$20.1K - $21K
|
12.1K
$581K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
419+ 13.47% |
$19.2K - $20.1K
|
3.53K
$169K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
381+ 60.67% |
$17.5K - $18.2K
|
1.01K
$48.3K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
376+ 52.81% |
$17.3K - $18K
|
1.09K
$52.1K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
370+ 2.56% |
$17K - $17.7K
|
14.8K
$709K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
367New |
$16.9K - $17.6K
|
367
$17.6K
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
350+ 17.72% |
$16.1K - $16.8K
|
2.33K
$111K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
345+ 0.71% |
$15.8K - $16.5K
|
48.9K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
331+ 0.43% |
$15.2K - $15.9K
|
77.6K
$3.72M
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
330+ 1.99% |
$15.2K - $15.8K
|
16.9K
$808K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
328+ 1.06% |
$15.1K - $15.7K
|
31.3K
$1.5M
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
294New |
$13.5K - $14.1K
|
294
$14.1K
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
267+ 3.47% |
$12.3K - $12.8K
|
7.96K
$381K
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
254+ 1.67% |
$11.7K - $12.2K
|
15.5K
$741K
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
250+ 0.3% |
$11.5K - $12K
|
82.3K
$3.94M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
250+ 0.31% |
$11.5K - $12K
|
81.9K
$3.92M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
221+ 20.43% |
$10.2K - $10.6K
|
1.3K
$62.4K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
114+ 123.91% |
$5.24K - $5.46K
|
206
$9.86K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
93+ 0.19% |
$4.27K - $4.45K
|
49.2K
$2.35M
|