Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.64K+ 9.36% |
$307K - $311K
|
77.6K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.28K+ 22.09% |
$291K - $295K
|
34.7K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
6.21K+ 2.72% |
$287K - $291K
|
235K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
6.12K+ 6.94% |
$283K - $287K
|
94.3K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.79K+ 5.2% |
$268K - $272K
|
117K
$5.62M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.66K+ 2.39% |
$262K - $266K
|
242K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.52KNew |
$255K - $259K
|
5.52K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.26KNew |
$243K - $247K
|
5.26K
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.06K+ 11.46% |
$234K - $237K
|
49.2K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.92K+ 4.34% |
$228K - $231K
|
118K
$5.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.68K+ 52.21% |
$217K - $220K
|
13.7K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.62KNew |
$213K - $216K
|
4.62K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.2K+ 7.3% |
$194K - $197K
|
61.7K
$2.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.17K+ 3.29% |
$193K - $196K
|
131K
$6.28M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.95K+ 51.13% |
$183K - $185K
|
11.7K
$560K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.95K+ 61.43% |
$183K - $185K
|
10.4K
$498K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.68K+ 2.14% |
$170K - $173K
|
176K
$8.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.6K+ 6.6% |
$166K - $169K
|
58K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.45K+ 1.56% |
$160K - $162K
|
225K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.45K+ 3.7% |
$159K - $162K
|
96.5K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.29K+ 6.26% |
$152K - $154K
|
55.9K
$2.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.23K+ 27.84% |
$149K - $151K
|
14.8K
$710K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.19K+ 10.46% |
$148K - $150K
|
33.7K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.05K+ 5.43% |
$141K - $143K
|
59.3K
$2.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.48K+ 7.58% |
$115K - $116K
|
35.2K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.19K+ 10.29% |
$101K - $103K
|
23.4K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 38.43% |
$101K - $102K
|
7.86K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 2.01% |
$80K - $81.1K
|
87.7K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.68K+ 3.32% |
$77.9K - $78.9K
|
52.3K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 1.09% |
$77K - $78K
|
154K
$7.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.53K+ 20.63% |
$70.5K - $71.5K
|
8.92K
$428K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.47K+ 4.39% |
$68.2K - $69.1K
|
35.1K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.39KNew |
$64.1K - $65K
|
1.39K
$66.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.28K+ 8.25% |
$59.1K - $59.9K
|
16.8K
$804K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.13K+ 2.08% |
$52.4K - $53.1K
|
55.6K
$2.67M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.12K+ 1.51% |
$52K - $52.7K
|
75.3K
$3.61M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 1.9% |
$51.1K - $51.8K
|
59.1K
$2.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$50K - $50.7K
|
1.08K
$51.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
997+ 6.35% |
$46.1K - $46.8K
|
16.7K
$801K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
976+ 13.02% |
$45.1K - $45.8K
|
8.47K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
959+ 2.62% |
$44.4K - $45K
|
37.6K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
941+ 9.99% |
$43.5K - $44.1K
|
10.4K
$497K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
922+ 4.11% |
$42.7K - $43.2K
|
23.4K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
908+ 1.07% |
$42K - $42.6K
|
85.6K
$4.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
885+ 1.24% |
$40.9K - $41.5K
|
72.3K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
844+ 9.29% |
$39K - $39.6K
|
9.93K
$476K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
756+ 1.38% |
$35K - $35.5K
|
55.7K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
731+ 0.22% |
$33.8K - $34.3K
|
331K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
731+ 4.54% |
$33.8K - $34.3K
|
16.8K
$808K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
680+ 0.9% |
$31.5K - $31.9K
|
76.3K
$3.66M
|