Purchases and Sales Made in Q3 2024 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 2024. 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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
909K+ 153.96% |
$42.9M - $44.3M
|
1.5M
$72.2M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
71.4K+ 41.51% |
$3.37M - $3.48M
|
243K
$11.7M
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
63.1K+ 124.55% |
$2.98M - $3.08M
|
114K
$5.48M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
38.1K+ 4.52% |
$1.8M - $1.86M
|
882K
$42.5M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
36.9K+ 142.78% |
$1.74M - $1.8M
|
62.8K
$3.02M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.2K+ 11.69% |
$1.66M - $1.72M
|
336K
$16.2M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.8K+ 1.12% |
$1.64M - $1.7M
|
3.14M
$151M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.2K+ 21.54% |
$1.28M - $1.32M
|
153K
$7.39M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23K+ 24.37% |
$1.08M - $1.12M
|
117K
$5.65M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
22.5K+ 4.67% |
$1.06M - $1.1M
|
504K
$24.3M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16.1K+ 5682.04% |
$761K - $787K
|
16.4K
$791K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$605K - $625K
|
12.8K
$617K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
9.27K+ 5.89% |
$437K - $452K
|
167K
$8.03M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.29K+ 1.13% |
$391K - $404K
|
745K
$35.9M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.29K+ 3.78% |
$344K - $355K
|
200K
$9.63M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.18K+ 136.84% |
$339K - $350K
|
12.4K
$598K
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.73K+ 5.59% |
$318K - $328K
|
127K
$6.12M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.03K+ 3.91% |
$237K - $245K
|
134K
$6.44M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.2K+ 4.19% |
$198K - $205K
|
104K
$5.03M
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.98K+ 3.48% |
$188K - $194K
|
118K
$5.7M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.64K+ 14.18% |
$172K - $178K
|
29.3K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.48K+ 1.14% |
$164K - $170K
|
309K
$14.9M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.37K+ 0.72% |
$159K - $164K
|
469K
$22.6M
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3K+ 32.59% |
$142K - $146K
|
12.2K
$588K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.66KNew |
$126K - $130K
|
2.66K
$128K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.34K+ 2.1% |
$111K - $114K
|
114K
$5.49M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.21K+ 7.68% |
$104K - $108K
|
31K
$1.49M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.85K+ 2.96% |
$87.5K - $90.4K
|
64.5K
$3.1M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.65K+ 9.89% |
$77.6K - $80.2K
|
18.3K
$880K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.24K+ 3.35% |
$58.5K - $60.4K
|
38.3K
$1.84M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 89.39% |
$55.7K - $57.5K
|
2.5K
$120K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.1K+ 4.16% |
$52K - $53.7K
|
27.6K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.03K+ 2.99% |
$48.5K - $50.2K
|
35.5K
$1.71M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
995+ 6.04% |
$46.9K - $48.5K
|
17.5K
$841K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
830+ 0.96% |
$39.2K - $40.5K
|
87.3K
$4.2M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
819+ 1.77% |
$38.6K - $39.9K
|
47.2K
$2.27M
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
732+ 16.74% |
$34.5K - $35.7K
|
5.1K
$246K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
667+ 590.27% |
$31.5K - $32.5K
|
780
$37.6K
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
606+ 31.03% |
$28.6K - $29.5K
|
2.56K
$123K
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
291+ 1.14% |
$13.7K - $14.2K
|
25.9K
$1.25M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
287+ 40.71% |
$13.5K - $14K
|
992
$47.8K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
226+ 1.42% |
$10.7K - $11K
|
16.2K
$780K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
226+ 4.22% |
$10.7K - $11K
|
5.58K
$269K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
178+ 3.37% |
$8.4K - $8.68K
|
5.46K
$263K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
100+ 0.85% |
$4.72K - $4.87K
|
11.9K
$571K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
45+ 0.69% |
$2.12K - $2.19K
|
6.57K
$316K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 0.88% |
$1.89K - $1.95K
|
4.56K
$220K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
33+ 0.1% |
$1.56K - $1.61K
|
34.7K
$1.67M
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 4.78% |
$1.37K - $1.41K
|
636
$30.6K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
15+ 0.31% |
$708 - $731
|
4.91K
$237K
|