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 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-2.37K- 7.16% |
$109K - $111K
|
30.7K
$1.47M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 2.91% |
$111K - $113K
|
80.3K
$3.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.43K- 13.21% |
$112K - $114K
|
16K
$765K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.44K- 3.14% |
$113K - $115K
|
75.4K
$3.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.45K- 7.39% |
$113K - $115K
|
30.7K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.45K- 6.1% |
$113K - $115K
|
37.7K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.62K- 25.96% |
$121K - $123K
|
7.46K
$358K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.65K- 23.53% |
$122K - $124K
|
8.61K
$413K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.7K- 17.51% |
$125K - $127K
|
12.7K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.73K- 6.89% |
$126K - $128K
|
36.9K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.86K- 6.59% |
$132K - $134K
|
40.6K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.09K- 36.14% |
$143K - $145K
|
5.46K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.18K- 3.83% |
$147K - $149K
|
79.7K
$3.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.2K- 32.23% |
$148K - $150K
|
6.74K
$323K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.24K- 0.76% |
$150K - $152K
|
425K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.24K- 5.53% |
$150K - $152K
|
55.4K
$2.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-3.29K- 3.61% |
$152K - $154K
|
87.9K
$4.22M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-3.56K- 8.51% |
$165K - $167K
|
38.3K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-3.64K- 29.49% |
$168K - $171K
|
8.69K
$417K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.79K- 2.54% |
$175K - $178K
|
146K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.87K- 9.77% |
$179K - $182K
|
35.8K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.13K- 9.01% |
$191K - $194K
|
41.7K
$2M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.14K- 24.58% |
$191K - $194K
|
12.7K
$609K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4.23K- 11.14% |
$196K - $198K
|
33.7K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.36K- 21.66% |
$202K - $204K
|
15.8K
$756K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.46K- 14.9% |
$206K - $209K
|
25.5K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.46K- 98.3% |
$206K - $209K
|
77
$3.69K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5K- 42.8% |
$231K - $235K
|
6.68K
$321K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.35K- 13.24% |
$247K - $251K
|
35.1K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.36K- 20.36% |
$248K - $252K
|
21K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.44K- 2.99% |
$252K - $255K
|
176K
$8.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-5.44K- 16.14% |
$252K - $255K
|
28.3K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-5.46K- 6.19% |
$253K - $256K
|
82.8K
$3.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-5.5K- 32.94% |
$254K - $258K
|
11.2K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.77K- 4.18% |
$267K - $270K
|
132K
$6.33M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.95K- 10.6% |
$275K - $279K
|
50.2K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.97K- 8.22% |
$276K - $280K
|
66.6K
$3.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6.18K- 4.54% |
$286K - $290K
|
130K
$6.23M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.36K- 29.94% |
$294K - $298K
|
14.9K
$714K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-6.46K- 54.62% |
$299K - $303K
|
5.37K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.46K- 19.02% |
$299K - $303K
|
27.5K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.05K- 2.58% |
$326K - $331K
|
267K
$12.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.54K- 12.26% |
$349K - $354K
|
54K
$2.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.69K- 14.47% |
$356K - $361K
|
45.5K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.89K- 0.5% |
$411K - $417K
|
1.76M
$84.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9.33K- 26.85% |
$432K - $438K
|
25.4K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.47K- 12.53% |
$438K - $444K
|
66.1K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.64K- 30.25% |
$446K - $452K
|
22.2K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.8K- 4.42% |
$453K - $460K
|
212K
$10.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9.87K- 34.15% |
$456K - $463K
|
19K
$913K
|