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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
626+ 39.05% |
$29K - $29.4K
|
2.23K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
620+ 0.74% |
$28.7K - $29.1K
|
84.2K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
603+ 1.69% |
$27.9K - $28.3K
|
36.3K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
374+ 0.28% |
$17.3K - $17.5K
|
134K
$6.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
344+ 1.68% |
$15.9K - $16.1K
|
20.8K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
336+ 0.71% |
$15.5K - $15.8K
|
47.5K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
285+ 0.2% |
$13.2K - $13.4K
|
144K
$6.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
280+ 0.1% |
$13K - $13.1K
|
295K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
277+ 1.04% |
$12.8K - $13K
|
26.8K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
230+ 13.91% |
$10.6K - $10.8K
|
1.88K
$90.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 1.33% |
$9.62K - $9.76K
|
15.8K
$756K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
191+ 0.25% |
$8.84K - $8.96K
|
76.7K
$3.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
184+ 20.07% |
$8.51K - $8.63K
|
1.1K
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
156+ 66.95% |
$7.22K - $7.32K
|
389
$18.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
142+ 35.5% |
$6.57K - $6.66K
|
542
$25.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129+ 49.62% |
$5.97K - $6.05K
|
389
$18.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
119+ 2.47% |
$5.5K - $5.58K
|
4.93K
$236K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
106+ 0.31% |
$4.9K - $4.97K
|
34.6K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$4.63K - $4.69K
|
100
$4.79K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
83New |
$3.84K - $3.89K
|
83
$3.97K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
66+ 0.41% |
$3.05K - $3.1K
|
16.1K
$770K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
65+ 0.61% |
$3.01K - $3.05K
|
10.7K
$511K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
50+ 0.36% |
$2.31K - $2.35K
|
14K
$669K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 0.22% |
$2.31K - $2.35K
|
22.4K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46New |
$2.13K - $2.16K
|
46
$2.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35+ 0.63% |
$1.62K - $1.64K
|
5.62K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35+ 0.57% |
$1.62K - $1.64K
|
6.22K
$298K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30+ 0.59% |
$1.39K - $1.41K
|
5.12K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22+ 0.3% |
$1.02K - $1.03K
|
7.32K
$350K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
11+ 0.02% |
$509 - $516
|
46.3K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.47% |
$278 - $281
|
1.28K
$61.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 0.79% |
$185 - $188
|
510
$24.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.78% |
$185 - $188
|
516
$24.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.99% |
$92.5 - $93.8
|
205
$9.81K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.03% |
$92.5 - $93.8
|
6.82K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.02% |
$46.3 - $46.9
|
4.45K
$213K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.96% |
$46.3 - $46.9
|
105
$5.03K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$46.3 - $46.9
|
86
$4.12K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-11- 0.05% |
$509 - $516
|
20.3K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22- 6.81% |
$1.02K - $1.03K
|
301
$14.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 72.34% |
$1.57K - $1.59K
|
13
$622
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-44- 30.56% |
$2.04K - $2.06K
|
100
$4.79K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-64- 0.08% |
$2.96K - $3K
|
84.2K
$4.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 1.32% |
$3.61K - $3.66K
|
5.81K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-80- 1.18% |
$3.7K - $3.75K
|
6.7K
$321K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-84- 1.68% |
$3.89K - $3.94K
|
4.93K
$236K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-89- 1.9% |
$4.12K - $4.17K
|
4.6K
$220K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-100- 0.24% |
$4.63K - $4.69K
|
41.6K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-111- 0.7% |
$5.13K - $5.21K
|
15.8K
$758K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-120- 1.04% |
$5.55K - $5.63K
|
11.4K
$546K
|