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 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54K- 5.42% |
$2.48M - $2.58M
|
942K
$45.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-55K- 41.75% |
$2.52M - $2.63M
|
76.7K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-57.4K- 30.31% |
$2.64M - $2.75M
|
132K
$6.32M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-59.9K- 35.16% |
$2.75M - $2.87M
|
110K
$5.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-61.5K- 73.55% |
$2.82M - $2.95M
|
22.1K
$1.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74.8K- 15.38% |
$3.44M - $3.58M
|
412K
$19.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-76.9K- 69.61% |
$3.53M - $3.68M
|
33.6K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.4K- 16.29% |
$3.55M - $3.71M
|
398K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-102K- 23.64% |
$4.69M - $4.9M
|
330K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 13.01% |
$5.06M - $5.27M
|
736K
$35.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-115K- 4.6% |
$5.3M - $5.53M
|
2.39M
$115M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-280K- 15.1% |
$12.9M - $13.4M
|
1.58M
$75.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-314K- 31.99% |
$14.4M - $15M
|
667K
$31.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-327K- 88.27% |
$15M - $15.7M
|
43.5K
$2.08M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-332K- 98.09% |
$15.3M - $15.9M
|
6.47K
$310K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-373K- 84.9% |
$17.1M - $17.9M
|
66.3K
$3.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-388K- 85.26% |
$17.8M - $18.6M
|
67.1K
$3.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-406K- 19.05% |
$18.7M - $19.5M
|
1.73M
$82.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-440K- 18.64% |
$20.2M - $21.1M
|
1.92M
$91.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-488K- 97.52% |
$22.4M - $23.4M
|
12.4K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-543K- 47.16% |
$24.9M - $26M
|
609K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.06M- 30.05% |
$48.6M - $50.7M
|
2.46M
$118M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.4M- 94.81% |
$64.2M - $67M
|
76.5K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.82M- 91.85% |
$83.5M - $87.1M
|
161K
$7.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
SELL
|
- |
-2.24M- 98.18% |
$103M - $107M
|
41.5K
$1.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-3.82M- 97.57% |
$175M - $183M
|
95K
$4.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.72M- 97.83% |
$217M - $226M
|
105K
$5.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.41M- 74.59% |
$249M - $259M
|
1.84M
$88.3M
|