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 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.7K+ 4.25% |
$85.6K - $86.7K
|
41.7K
$1.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.69K+ 4.86% |
$85.2K - $86.3K
|
36.5K
$1.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.58KNew |
$79.5K - $80.5K
|
1.58K
$75.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.46K+ 4.69% |
$73.6K - $74.5K
|
32.6K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 5.08% |
$59K - $59.7K
|
24.2K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.16K+ 1.25% |
$58.2K - $59K
|
93.5K
$4.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.12K+ 3.7% |
$56.3K - $57.1K
|
31.3K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1KNew |
$50.4K - $51.1K
|
1K
$47.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$50.4K - $51.1K
|
1K
$47.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
968+ 13.16% |
$48.8K - $49.4K
|
8.32K
$398K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
864+ 0.43% |
$43.5K - $44.1K
|
200K
$9.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
835+ 1.35% |
$42.1K - $42.6K
|
62.9K
$3.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
825+ 0.38% |
$41.6K - $42.1K
|
217K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
821New |
$41.4K - $41.9K
|
821
$39.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
782New |
$39.4K - $39.9K
|
782
$37.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
767+ 842.86% |
$38.7K - $39.2K
|
858
$41.1K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
751New |
$37.9K - $38.3K
|
751
$35.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
745+ 3.68% |
$37.5K - $38K
|
21K
$1M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
745+ 1.09% |
$37.5K - $38K
|
69.2K
$3.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
707+ 4.46% |
$35.6K - $36.1K
|
16.6K
$793K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
690+ 13.19% |
$34.8K - $35.2K
|
5.92K
$283K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
657+ 1.72% |
$33.1K - $33.5K
|
38.8K
$1.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
640+ 6.5% |
$32.3K - $32.7K
|
10.5K
$502K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
611+ 8.58% |
$30.8K - $31.2K
|
7.73K
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
602+ 2.48% |
$30.3K - $30.7K
|
24.9K
$1.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
559+ 8.19% |
$28.2K - $28.5K
|
7.39K
$353K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
550+ 122.22% |
$27.7K - $28.1K
|
1K
$47.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
537+ 0.33% |
$27.1K - $27.4K
|
165K
$7.88M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
518+ 20.47% |
$26.1K - $26.4K
|
3.05K
$146K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
514+ 0.81% |
$25.9K - $26.2K
|
63.6K
$3.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
507New |
$25.6K - $25.9K
|
507
$24.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
494+ 2.05% |
$24.9K - $25.2K
|
24.6K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
451+ 9.11% |
$22.7K - $23K
|
5.4K
$258K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
442New |
$22.3K - $22.6K
|
442
$21.2K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
440+ 0.55% |
$22.2K - $22.5K
|
81.1K
$3.88M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
440+ 0.55% |
$22.2K - $22.5K
|
81.1K
$3.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
429New |
$21.6K - $21.9K
|
429
$20.5K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
376New |
$19K - $19.2K
|
376
$18K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
356+ 2.71% |
$17.9K - $18.2K
|
13.5K
$646K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
338+ 1.35% |
$17K - $17.3K
|
25.5K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
324+ 7.85% |
$16.3K - $16.5K
|
4.45K
$213K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$15.1K - $15.3K
|
300
$14.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
298+ 14.17% |
$15K - $15.2K
|
2.4K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$11.8K - $12K
|
235
$11.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
235+ 1566.67% |
$11.8K - $12K
|
250
$12K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
229New |
$11.5K - $11.7K
|
229
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
224+ 2.06% |
$11.3K - $11.4K
|
11.1K
$530K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
207+ 0.59% |
$10.4K - $10.6K
|
35.5K
$1.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
198+ 14.51% |
$9.98K - $10.1K
|
1.56K
$74.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
188+ 3.43% |
$9.48K - $9.6K
|
5.67K
$271K
|