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 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.08K- 55.3% |
$279K - $291K
|
4.91K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-6.26K- 80.98% |
$288K - $300K
|
1.47K
$70.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.38K- 19.08% |
$293K - $306K
|
27.1K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-6.4K- 18.49% |
$294K - $307K
|
28.2K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.5K- 37.79% |
$298K - $311K
|
10.7K
$512K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.63K- 32.67% |
$305K - $318K
|
13.7K
$654K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.68K- 16.86% |
$307K - $320K
|
32.9K
$1.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.98K- 9.33% |
$321K - $334K
|
67.8K
$3.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.08K- 2.16% |
$325K - $339K
|
321K
$15.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.67K- 3.32% |
$352K - $367K
|
223K
$10.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.89K- 3.26% |
$362K - $378K
|
234K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-8.07K- 3.07% |
$371K - $387K
|
255K
$12.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.2K- 11.69% |
$377K - $393K
|
61.9K
$2.96M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-8.22K- 7.19% |
$377K - $394K
|
106K
$5.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.28K- 15.2% |
$380K - $397K
|
46.2K
$2.21M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-8.37K- 17.7% |
$384K - $401K
|
38.9K
$1.86M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-8.63K- 12.42% |
$396K - $413K
|
60.8K
$2.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68K- 15.59% |
$398K - $416K
|
47K
$2.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.79K- 6.8% |
$404K - $421K
|
121K
$5.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.93K- 9.47% |
$410K - $428K
|
85.3K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.08K- 25.95% |
$417K - $435K
|
25.9K
$1.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-9.33K- 46.69% |
$428K - $447K
|
10.6K
$510K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-9.61K- 53.14% |
$441K - $460K
|
8.47K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-9.93K- 9.96% |
$456K - $476K
|
89.7K
$4.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.95K- 14.12% |
$457K - $477K
|
60.5K
$2.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-10.4K- 7.15% |
$478K - $499K
|
135K
$6.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-11.7K- 2.79% |
$539K - $562K
|
409K
$19.6M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13.3K- 15.2% |
$610K - $636K
|
74.2K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 62.27% |
$645K - $672K
|
8.51K
$407K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-16K- 5.99% |
$734K - $766K
|
251K
$12M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17K- 13.05% |
$779K - $813K
|
113K
$5.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-17.5K- 76.39% |
$803K - $838K
|
5.41K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18K- 4.03% |
$826K - $862K
|
429K
$20.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-19.9K- 76.07% |
$915K - $954K
|
6.27K
$300K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-20K- 80.08% |
$918K - $958K
|
4.97K
$238K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-21.8K- 60.47% |
$1M - $1.05M
|
14.3K
$684K
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-22.1K- 16.54% |
$1.02M - $1.06M
|
112K
$5.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-22.5K- 12.08% |
$1.03M - $1.08M
|
164K
$7.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23K- 4.26% |
$1.06M - $1.1M
|
516K
$24.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-25.7K- 13.42% |
$1.18M - $1.23M
|
166K
$7.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.1K- 48.63% |
$1.2M - $1.25M
|
27.6K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-29.7K- 13.15% |
$1.36M - $1.42M
|
196K
$9.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-30.7K- 40.47% |
$1.41M - $1.47M
|
45.2K
$2.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-38.3K- 48.0% |
$1.76M - $1.84M
|
41.5K
$1.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-41KClosed |
$1.88M - $1.96M
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-41.3K- 96.66% |
$1.9M - $1.98M
|
1.43K
$68.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-48.4K- 57.92% |
$2.22M - $2.32M
|
35.2K
$1.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-49K- 9.61% |
$2.25M - $2.34M
|
460K
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50K- 54.12% |
$2.3M - $2.39M
|
42.4K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.8K- 21.14% |
$2.38M - $2.48M
|
193K
$9.25M
|