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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.85K+ 2.96% |
$87.5K - $90.4K
|
64.5K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.75K+ 12.63% |
$82.6K - $85.3K
|
15.6K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.71K+ 13.8% |
$80.4K - $83.1K
|
14.1K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.66K+ 8.5% |
$78.1K - $80.7K
|
21.1K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.65K+ 9.89% |
$77.6K - $80.2K
|
18.3K
$873K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.61KNew |
$76.1K - $78.7K
|
1.61K
$77.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.37K+ 2.59% |
$64.8K - $67K
|
54.5K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 10.72% |
$61.7K - $63.7K
|
13.5K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.24K+ 3.35% |
$58.5K - $60.4K
|
38.3K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.2K+ 3.15% |
$56.6K - $58.4K
|
39.2K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 89.39% |
$55.7K - $57.5K
|
2.5K
$119K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.1K+ 4.16% |
$52K - $53.7K
|
27.6K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.1K+ 9.84% |
$51.9K - $53.6K
|
12.3K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.03K+ 2.99% |
$48.5K - $50.2K
|
35.5K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
995+ 6.04% |
$46.9K - $48.5K
|
17.5K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
BUY
|
- |
851+ 2.06% |
$40.2K - $41.5K
|
42.2K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
830+ 0.96% |
$39.2K - $40.5K
|
87.3K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
830+ 0.93% |
$39.2K - $40.5K
|
90.5K
$4.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
819+ 1.77% |
$38.6K - $39.9K
|
47.2K
$2.25M
|
|
|
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
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
723+ 4.65% |
$34.1K - $35.2K
|
16.3K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
680+ 2.08% |
$32.1K - $33.1K
|
33.4K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
667+ 590.27% |
$31.5K - $32.5K
|
780
$37.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
665+ 14.36% |
$31.4K - $32.4K
|
5.3K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
651+ 6.8% |
$30.7K - $31.7K
|
10.2K
$488K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
606+ 31.03% |
$28.6K - $29.5K
|
2.56K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
562+ 1.37% |
$26.5K - $27.4K
|
41.7K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
561+ 1.86% |
$26.5K - $27.3K
|
30.7K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
528+ 10.56% |
$24.9K - $25.7K
|
5.53K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
524+ 1.35% |
$24.7K - $25.5K
|
39.2K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
500+ 4.28% |
$23.6K - $24.4K
|
12.2K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
461+ 2.36% |
$21.7K - $22.5K
|
20K
$957K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
428+ 1.0% |
$20.2K - $20.9K
|
43.3K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
419+ 7.45% |
$19.8K - $20.4K
|
6.04K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
326+ 3.69% |
$15.4K - $15.9K
|
9.17K
$438K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
318+ 1.21% |
$15K - $15.5K
|
26.6K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
291+ 1.14% |
$13.7K - $14.2K
|
25.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
287+ 5.78% |
$13.5K - $14K
|
5.25K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
287+ 40.71% |
$13.5K - $14K
|
992
$47.4K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
274New |
$12.9K - $13.4K
|
274
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
260+ 1.72% |
$12.3K - $12.7K
|
15.3K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
236+ 0.26% |
$11.1K - $11.5K
|
90.8K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
233+ 1.23% |
$11K - $11.4K
|
19.2K
$917K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
226+ 1.42% |
$10.7K - $11K
|
16.2K
$773K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
226+ 4.22% |
$10.7K - $11K
|
5.58K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
218+ 0.13% |
$10.3K - $10.6K
|
168K
$8.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
206New |
$9.72K - $10K
|
206
$9.84K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
178+ 3.37% |
$8.4K - $8.68K
|
5.46K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
156+ 0.57% |
$7.36K - $7.6K
|
27.7K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
138+ 14.15% |
$6.51K - $6.73K
|
1.11K
$53.1K
|