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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136+ 0.46% |
$6.42K - $6.63K
|
30K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
101+ 0.75% |
$4.77K - $4.92K
|
13.6K
$648K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
100+ 0.85% |
$4.72K - $4.87K
|
11.9K
$566K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
98+ 0.98% |
$4.62K - $4.78K
|
10.1K
$482K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
98+ 0.62% |
$4.62K - $4.78K
|
16K
$763K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
91+ 18.96% |
$4.29K - $4.44K
|
571
$27.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
91+ 1.57% |
$4.29K - $4.44K
|
5.9K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
91+ 2.07% |
$4.29K - $4.44K
|
4.49K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
90+ 1.58% |
$4.25K - $4.39K
|
5.79K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72+ 9.41% |
$3.4K - $3.51K
|
837
$40K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
60+ 6.41% |
$2.83K - $2.92K
|
996
$47.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47+ 0.11% |
$2.22K - $2.29K
|
43.9K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
45+ 0.69% |
$2.12K - $2.19K
|
6.57K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 0.88% |
$1.89K - $1.95K
|
4.56K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
33+ 0.1% |
$1.56K - $1.61K
|
34.7K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
32+ 0.38% |
$1.51K - $1.56K
|
8.51K
$406K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 4.78% |
$1.37K - $1.41K
|
636
$30.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
15+ 0.31% |
$708 - $731
|
4.91K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$566 - $585
|
12
$573
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
12New |
$566 - $585
|
12
$573
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$566 - $585
|
12
$573
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$472 - $487
|
10
$478
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.8% |
$425 - $439
|
1.13K
$53.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
6+ 0.11% |
$283 - $292
|
5.36K
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5+ 1.01% |
$236 - $244
|
498
$23.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.95% |
$236 - $244
|
529
$25.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.07% |
$142 - $146
|
4.41K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 1.85% |
$47.2 - $48.7
|
53
$2.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-25- 12.5% |
$1.18K - $1.22K
|
175
$8.36K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-44- 0.63% |
$2.08K - $2.14K
|
6.98K
$333K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-48- 0.48% |
$2.26K - $2.34K
|
9.88K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-63- 1.8% |
$2.97K - $3.07K
|
3.44K
$164K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 14.39% |
$3.68K - $3.8K
|
464
$22.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-84- 1.19% |
$3.96K - $4.09K
|
7K
$334K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 98.95% |
$4.43K - $4.58K
|
1
$47.8
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-99- 51.56% |
$4.67K - $4.83K
|
93
$4.44K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-111- 0.95% |
$5.24K - $5.41K
|
11.6K
$554K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-112- 4.34% |
$5.28K - $5.46K
|
2.47K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 11.73% |
$5.85K - $6.04K
|
933
$44.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 9.36% |
$5.9K - $6.09K
|
1.21K
$57.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-129- 0.44% |
$6.09K - $6.29K
|
29K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-131- 2.1% |
$6.18K - $6.38K
|
6.1K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-146- 58.63% |
$6.89K - $7.12K
|
103
$4.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-146- 0.31% |
$6.89K - $7.12K
|
47.1K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-179- 8.1% |
$8.45K - $8.72K
|
2.03K
$96.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-206- 33.07% |
$9.72K - $10K
|
417
$19.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-215- 0.44% |
$10.1K - $10.5K
|
48.4K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-224- 1.41% |
$10.6K - $10.9K
|
15.7K
$750K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 4.34% |
$11.8K - $12.2K
|
5.51K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-270- 3.31% |
$12.7K - $13.2K
|
7.89K
$377K
|