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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.83KNew |
$395K - $400K
|
7.83K
$375K
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
7.73K+ 38.33% |
$389K - $394K
|
27.9K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
7.63KNew |
$385K - $390K
|
7.63K
$365K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.53KNew |
$379K - $384K
|
7.53K
$360K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.03K+ 16.09% |
$354K - $359K
|
50.7K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.73KNew |
$339K - $344K
|
6.73K
$322K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.52K+ 3.79% |
$329K - $333K
|
179K
$8.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.51K+ 6.6% |
$328K - $332K
|
105K
$5.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.47K+ 2.04% |
$326K - $330K
|
324K
$15.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.39K+ 7.96% |
$322K - $326K
|
86.6K
$4.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.3K+ 2.0% |
$318K - $322K
|
322K
$15.4M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.24KNew |
$314K - $318K
|
6.24K
$298K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.97KNew |
$301K - $305K
|
5.97K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
5.83KNew |
$294K - $298K
|
5.83K
$279K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.77KNew |
$291K - $295K
|
5.77K
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
5.54KNew |
$279K - $283K
|
5.54K
$265K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.43KNew |
$274K - $277K
|
5.43K
$260K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
5.39KNew |
$272K - $275K
|
5.39K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.2KNew |
$262K - $265K
|
5.2K
$249K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.98KNew |
$251K - $254K
|
4.98K
$238K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.92K+ 2.26% |
$248K - $251K
|
223K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$243K - $246K
|
4.82K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
4.72KNew |
$238K - $241K
|
4.72K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4.49K+ 32.33% |
$226K - $229K
|
18.4K
$879K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.41K+ 24.26% |
$222K - $225K
|
22.6K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 2019.81% |
$216K - $219K
|
4.49K
$215K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.27K+ 5.29% |
$215K - $218K
|
84.9K
$4.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.22KNew |
$212K - $215K
|
4.22K
$202K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.18K+ 14.19% |
$211K - $213K
|
33.6K
$1.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.1K+ 69.28% |
$207K - $209K
|
10K
$479K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.09KNew |
$206K - $209K
|
4.09K
$196K
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
4K+ 2.78% |
$202K - $204K
|
148K
$7.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.97KNew |
$200K - $203K
|
3.97K
$190K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
3.8K+ 4.3% |
$192K - $194K
|
92.3K
$4.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.73KNew |
$188K - $190K
|
3.73K
$178K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.36KNew |
$169K - $171K
|
3.36K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.33K+ 12.45% |
$168K - $170K
|
30.1K
$1.44M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
3.31K+ 6.09% |
$167K - $169K
|
57.7K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.95KNew |
$149K - $151K
|
2.95K
$141K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.81K+ 6.07% |
$142K - $143K
|
49.1K
$2.35M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.81K+ 6.07% |
$142K - $143K
|
49.1K
$2.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 4.21% |
$136K - $137K
|
66.6K
$3.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.52K+ 1.22% |
$127K - $129K
|
210K
$10M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.14K+ 2.26% |
$108K - $109K
|
96.9K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.12K+ 16.88% |
$107K - $108K
|
14.7K
$702K
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.08KNew |
$105K - $106K
|
2.08K
$99.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 0.55% |
$103K - $105K
|
373K
$17.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.04KNew |
$103K - $104K
|
2.04K
$97.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 3.89% |
$88.1K - $89.3K
|
46.8K
$2.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
1.73K+ 2.06% |
$87.3K - $88.5K
|
86K
$4.12M
|