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
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
476K+ 4.88% |
$22.5M - $23.2M
|
10.2M
$489M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
267K+ 152.8% |
$12.6M - $13M
|
441K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
224K+ 620.69% |
$10.6M - $10.9M
|
260K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
161KNew |
$7.6M - $7.85M
|
161K
$7.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
156KNew |
$7.38M - $7.62M
|
156K
$7.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
131K+ 118.32% |
$6.17M - $6.38M
|
241K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
71.4K+ 36.57% |
$3.37M - $3.48M
|
267K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
71.4K+ 41.51% |
$3.37M - $3.48M
|
243K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.8K+ 16.77% |
$3.01M - $3.11M
|
444K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
63.1K+ 124.55% |
$2.98M - $3.08M
|
114K
$5.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
56KNew |
$2.64M - $2.73M
|
56K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
47.9K+ 3.84% |
$2.26M - $2.34M
|
1.29M
$61.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
38.1K+ 4.52% |
$1.8M - $1.86M
|
882K
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.9K+ 8.16% |
$1.79M - $1.85M
|
503K
$24M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
36.9K+ 142.78% |
$1.74M - $1.8M
|
62.8K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
35.7K+ 3.68% |
$1.68M - $1.74M
|
1.01M
$48M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.2K+ 11.69% |
$1.66M - $1.72M
|
336K
$16.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.8K+ 1.12% |
$1.64M - $1.7M
|
3.14M
$150M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
34.4K+ 9.62% |
$1.63M - $1.68M
|
393K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.8K+ 5.05% |
$1.41M - $1.45M
|
620K
$29.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.31M - $1.36M
|
27.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
27.4KNew |
$1.29M - $1.33M
|
27.4K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.4KNew |
$1.29M - $1.33M
|
27.4K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.2K+ 21.54% |
$1.28M - $1.32M
|
153K
$7.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23K+ 24.37% |
$1.08M - $1.12M
|
117K
$5.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
23K+ 8.23% |
$1.08M - $1.12M
|
302K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.9K+ 83.82% |
$1.08M - $1.11M
|
50.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.5K+ 6.99% |
$1.06M - $1.1M
|
344K
$16.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
22.5K+ 4.67% |
$1.06M - $1.1M
|
504K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.2K+ 20.4% |
$953K - $984K
|
119K
$5.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19K+ 30.8% |
$895K - $924K
|
80.5K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 7.71% |
$876K - $905K
|
259K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16.3K+ 4.26% |
$771K - $796K
|
400K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16.1K+ 5682.04% |
$761K - $787K
|
16.4K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 2.99% |
$761K - $786K
|
555K
$26.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 2.67% |
$712K - $736K
|
579K
$27.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
15.1K+ 2.9% |
$712K - $735K
|
534K
$25.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.7KNew |
$692K - $715K
|
14.7K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1K+ 6.45% |
$664K - $686K
|
232K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 1.26% |
$630K - $651K
|
1.07M
$51.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12.9K+ 9.41% |
$611K - $631K
|
150K
$7.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$605K - $625K
|
12.8K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
12.5K+ 7.34% |
$591K - $610K
|
183K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 4.54% |
$562K - $581K
|
275K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.5K+ 7.45% |
$497K - $513K
|
152K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 5.84% |
$480K - $495K
|
184K
$8.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
10K+ 8.82% |
$473K - $489K
|
124K
$5.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
9.89K+ 17.07% |
$466K - $482K
|
67.8K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.54K+ 7.44% |
$450K - $465K
|
138K
$6.58M
|