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 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
9.27K+ 5.89% |
$437K - $452K
|
167K
$7.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.84K+ 13.51% |
$417K - $431K
|
74.3K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.81K+ 4.55% |
$415K - $429K
|
202K
$9.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
8.8KNew |
$415K - $429K
|
8.8K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.29K+ 1.13% |
$391K - $404K
|
745K
$35.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.15K+ 11.54% |
$385K - $397K
|
78.8K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
8.08K+ 9.8% |
$381K - $394K
|
90.5K
$4.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.74K+ 1.12% |
$365K - $377K
|
701K
$33.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.74K+ 1.12% |
$365K - $377K
|
701K
$33.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.29K+ 3.78% |
$344K - $355K
|
200K
$9.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.18K+ 136.84% |
$339K - $350K
|
12.4K
$593K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.73K+ 5.59% |
$318K - $328K
|
127K
$6.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.47KNew |
$258K - $267K
|
5.47K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.44K+ 22.98% |
$256K - $265K
|
29.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.25K+ 7.07% |
$248K - $256K
|
79.4K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.17K+ 0.92% |
$244K - $252K
|
566K
$27M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.11K+ 8.77% |
$241K - $249K
|
63.3K
$3.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.07KNew |
$239K - $247K
|
5.07K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.03K+ 3.91% |
$237K - $245K
|
134K
$6.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.86K+ 45.59% |
$229K - $237K
|
15.5K
$742K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
4.4KNew |
$208K - $215K
|
4.4K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.38KNew |
$207K - $213K
|
4.38K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.32KNew |
$204K - $211K
|
4.32K
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.28KNew |
$202K - $209K
|
4.28K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.2K+ 4.19% |
$198K - $205K
|
104K
$4.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.13KNew |
$195K - $201K
|
4.13K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.98K+ 3.48% |
$188K - $194K
|
118K
$5.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.75K+ 14.99% |
$177K - $183K
|
28.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.74K+ 27.55% |
$176K - $182K
|
17.3K
$826K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.64K+ 14.18% |
$172K - $178K
|
29.3K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.49K+ 4.62% |
$164K - $170K
|
78.9K
$3.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.48K+ 1.14% |
$164K - $170K
|
309K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.37K+ 0.72% |
$159K - $164K
|
469K
$22.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3.3KNew |
$156K - $161K
|
3.3K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.18K+ 23.85% |
$150K - $155K
|
16.5K
$788K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.08K+ 11.65% |
$145K - $150K
|
29.5K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3K+ 32.59% |
$142K - $146K
|
12.2K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 32.05% |
$140K - $145K
|
12.3K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 5.79% |
$139K - $144K
|
54K
$2.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.9K+ 10.56% |
$137K - $141K
|
30.3K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.89K+ 1.42% |
$136K - $141K
|
206K
$9.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.82K+ 3.58% |
$133K - $137K
|
81.6K
$3.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
2.67K+ 9.21% |
$126K - $130K
|
31.6K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.66KNew |
$126K - $130K
|
2.66K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.5K+ 11.28% |
$118K - $122K
|
24.7K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.41K+ 2.29% |
$114K - $117K
|
108K
$5.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.38K+ 54.81% |
$112K - $116K
|
6.73K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.34K+ 2.1% |
$111K - $114K
|
114K
$5.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.21K+ 7.68% |
$104K - $108K
|
31K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.12K+ 3.81% |
$100K - $103K
|
57.8K
$2.76M
|