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 17, 2022
Q3 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-700- 9.84% |
$32.2K - $33.5K
|
6.41K
$307K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-724- 7.8% |
$33.3K - $34.7K
|
8.56K
$410K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-732- 1.25% |
$33.6K - $35.1K
|
57.8K
$2.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-736- 0.3% |
$33.8K - $35.3K
|
247K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-772- 7.2% |
$35.5K - $37K
|
9.95K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-847- 1.25% |
$38.9K - $40.6K
|
67.1K
$3.21M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1K- 3.0% |
$45.9K - $47.9K
|
32.3K
$1.55M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.02K- 7.99% |
$46.8K - $48.9K
|
11.7K
$562K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.04K- 11.67% |
$47.7K - $49.8K
|
7.86K
$376K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.12K- 6.81% |
$51.2K - $53.4K
|
15.3K
$731K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 12.41% |
$53.4K - $55.7K
|
8.2K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 42.59% |
$54.9K - $57.2K
|
1.61K
$77.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.2K- 8.89% |
$55.1K - $57.5K
|
12.3K
$589K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.28K- 0.75% |
$58.7K - $61.2K
|
169K
$8.07M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.65K- 26.97% |
$75.6K - $78.8K
|
4.46K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.65K- 27.64% |
$75.6K - $78.9K
|
4.31K
$206K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.71K- 3.88% |
$78.4K - $81.7K
|
42.3K
$2.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.17K- 12.46% |
$99.8K - $104K
|
15.3K
$730K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-2.25K- 7.1% |
$103K - $108K
|
29.4K
$1.41M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.37K- 4.94% |
$109K - $113K
|
45.6K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.58K- 14.68% |
$118K - $123K
|
15K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.58K- 9.08% |
$118K - $123K
|
25.8K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.61K- 11.58% |
$120K - $125K
|
19.9K
$954K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.65K- 61.96% |
$122K - $127K
|
1.63K
$77.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.83K- 2.59% |
$130K - $136K
|
106K
$5.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 27.58% |
$131K - $136K
|
7.47K
$358K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3.05K- 25.84% |
$140K - $146K
|
8.76K
$419K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.09K- 27.44% |
$142K - $148K
|
8.18K
$391K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.14K- 37.92% |
$144K - $151K
|
5.14K
$246K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.18K- 17.44% |
$146K - $152K
|
15.1K
$721K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.22K- 3.55% |
$148K - $154K
|
87.4K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.29K- 6.79% |
$151K - $157K
|
45.1K
$2.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.36K- 6.54% |
$154K - $161K
|
48K
$2.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.45K- 26.97% |
$158K - $165K
|
9.34K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.59K- 2.27% |
$165K - $172K
|
155K
$7.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3.65K- 11.69% |
$168K - $175K
|
27.6K
$1.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 45.81% |
$171K - $178K
|
4.4K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-3.92K- 19.69% |
$180K - $188K
|
16K
$765K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4.19K- 6.85% |
$192K - $201K
|
56.9K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.28K- 11.75% |
$196K - $205K
|
32.1K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.29K- 6.2% |
$197K - $206K
|
64.9K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.32K- 4.07% |
$198K - $207K
|
102K
$4.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.39K- 9.67% |
$201K - $210K
|
41K
$1.96M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.45K- 31.35% |
$204K - $213K
|
9.74K
$466K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.6K- 7.44% |
$211K - $220K
|
57.2K
$2.74M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.63K- 7.25% |
$213K - $222K
|
59.2K
$2.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5.24K- 1.14% |
$241K - $251K
|
456K
$21.8M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.63K- 6.88% |
$259K - $270K
|
76.2K
$3.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-5.83K- 0.69% |
$268K - $279K
|
843K
$40.3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.98K- 47.91% |
$275K - $287K
|
6.51K
$311K
|