Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43M+ 1115.35% |
$72.1M - $73M
|
1.56M
$74.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
810K+ 6.54% |
$40.8M - $41.4M
|
13.2M
$632M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
520K+ 17.22% |
$26.2M - $26.5M
|
3.54M
$169M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
480K+ 21.7% |
$24.2M - $24.5M
|
2.69M
$129M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
462KNew |
$23.3M - $23.6M
|
462K
$22.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
454K+ 7.85% |
$22.9M - $23.2M
|
6.23M
$298M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
435KNew |
$21.9M - $22.2M
|
435K
$20.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
393K+ 25.91% |
$19.8M - $20.1M
|
1.91M
$91.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
358K+ 405.98% |
$18.1M - $18.3M
|
446K
$21.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
355KNew |
$17.9M - $18.1M
|
355K
$17M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
305KNew |
$15.4M - $15.6M
|
305K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
262K+ 13.47% |
$13.2M - $13.4M
|
2.21M
$106M
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
248KNew |
$12.5M - $12.6M
|
248K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
210K+ 58.09% |
$10.6M - $10.7M
|
572K
$27.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
200K+ 630.98% |
$10.1M - $10.2M
|
232K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
177K+ 14.34% |
$8.9M - $9.02M
|
1.41M
$67.4M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
162K+ 195.48% |
$8.16M - $8.26M
|
245K
$11.7M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162KNew |
$8.14M - $8.25M
|
162K
$7.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160KNew |
$8.04M - $8.15M
|
160K
$7.64M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
150K+ 25.61% |
$7.56M - $7.66M
|
736K
$35.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
149K+ 66.82% |
$7.52M - $7.62M
|
373K
$17.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$6.23M - $6.31M
|
124K
$5.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96.5K+ 37.89% |
$4.86M - $4.93M
|
351K
$16.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
95.5K+ 50.31% |
$4.81M - $4.88M
|
285K
$13.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
92.5K+ 17.4% |
$4.66M - $4.72M
|
624K
$29.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92K+ 29.41% |
$4.63M - $4.7M
|
405K
$19.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
90.9K+ 9.79% |
$4.58M - $4.64M
|
1.02M
$48.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
79.4KNew |
$4M - $4.06M
|
79.4K
$3.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75.1KNew |
$3.79M - $3.84M
|
75.1K
$3.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
71.3KNew |
$3.59M - $3.64M
|
71.3K
$3.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
59.5K+ 4.05% |
$3M - $3.04M
|
1.53M
$73.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.4K+ 3.56% |
$2.89M - $2.93M
|
1.67M
$79.8M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
55.4KNew |
$2.79M - $2.83M
|
55.4K
$2.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
53.1K+ 38.25% |
$2.68M - $2.71M
|
192K
$9.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
50.1K+ 131.01% |
$2.52M - $2.56M
|
88.3K
$4.22M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
49.9KNew |
$2.52M - $2.55M
|
49.9K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
49.2KNew |
$2.48M - $2.51M
|
49.2K
$2.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
48.5KNew |
$2.45M - $2.48M
|
48.5K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Exelon Corp
Chicago, IL |
BUY
|
- |
46.5KNew |
$2.34M - $2.37M
|
46.5K
$2.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
45.5K+ 79.66% |
$2.29M - $2.32M
|
103K
$4.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.7K+ 1.46% |
$2.25M - $2.28M
|
3.11M
$149M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
42.8K+ 10.43% |
$2.16M - $2.19M
|
453K
$21.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
42.2KNew |
$2.13M - $2.16M
|
42.2K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
42K+ 697.34% |
$2.12M - $2.15M
|
48K
$2.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
41.5K+ 15.99% |
$2.09M - $2.12M
|
301K
$14.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
41.4K+ 3.66% |
$2.09M - $2.12M
|
1.17M
$56.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.5KNew |
$1.99M - $2.02M
|
39.5K
$1.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
38.9KNew |
$1.96M - $1.99M
|
38.9K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
True Wealth Financial Partners
|
BUY
|
- |
37KNew |
$1.87M - $1.89M
|
37K
$1.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
36.4K+ 7.64% |
$1.84M - $1.86M
|
513K
$24.6M
|