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 15, 2022
Q4 2021
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
178+ 8.68% |
$8.97K - $9.09K
|
2.23K
$107K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
142New |
$7.16K - $7.25K
|
142
$6.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
142+ 2.55% |
$7.16K - $7.25K
|
5.7K
$273K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
127New |
$6.4K - $6.48K
|
127
$6.08K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
126+ 0.86% |
$6.35K - $6.43K
|
14.7K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
106New |
$5.34K - $5.41K
|
106
$5.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
72+ 0.74% |
$3.63K - $3.68K
|
9.86K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
68+ 0.31% |
$3.43K - $3.47K
|
22.3K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
65+ 0.22% |
$3.28K - $3.32K
|
30.3K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
62New |
$3.12K - $3.17K
|
62
$2.97K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
58+ 5.64% |
$2.92K - $2.96K
|
1.09K
$52K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
58+ 58.0% |
$2.92K - $2.96K
|
158
$7.56K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
55+ 0.21% |
$2.77K - $2.81K
|
25.9K
$1.24M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
49New |
$2.47K - $2.5K
|
49
$2.35K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.14% |
$1.92K - $1.94K
|
26.6K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
18+ 0.2% |
$907 - $919
|
8.99K
$430K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 1.11% |
$806 - $817
|
1.46K
$69.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.1% |
$454 - $460
|
8.61K
$412K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.5% |
$252 - $255
|
1.01K
$48.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.72% |
$202 - $204
|
562
$26.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.07% |
$202 - $204
|
5.78K
$277K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.46% |
$151 - $153
|
653
$31.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.4% |
$101 - $102
|
496
$23.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$101 - $102
|
421
$20.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.51% |
$50.4 - $51.1
|
197
$9.43K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-3- 0.11% |
$151 - $153
|
2.67K
$128K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5- 0.01% |
$252 - $255
|
49.9K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-17- 0.15% |
$857 - $868
|
11.6K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 18.48% |
$857 - $868
|
75
$3.59K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-19- 0.34% |
$958 - $970
|
5.49K
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21- 0.36% |
$1.06K - $1.07K
|
5.78K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-27Closed |
$1.36K - $1.38K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40Closed |
$2.02K - $2.04K
|
0
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-55- 0.79% |
$2.77K - $2.81K
|
6.95K
$333K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-59- 0.47% |
$2.97K - $3.01K
|
12.5K
$598K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-62Closed |
$3.12K - $3.17K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-66Closed |
$3.33K - $3.37K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-76- 0.01% |
$3.83K - $3.88K
|
992K
$47.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-92Closed |
$4.64K - $4.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-100Closed |
$5.04K - $5.11K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-107- 0.96% |
$5.39K - $5.46K
|
11K
$529K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-129- 0.38% |
$6.5K - $6.59K
|
33.8K
$1.62M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 2.95% |
$6.55K - $6.64K
|
4.28K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-148- 33.33% |
$7.46K - $7.56K
|
296
$14.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-165Closed |
$8.32K - $8.42K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-185- 4.22% |
$9.32K - $9.45K
|
4.2K
$201K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-192- 33.39% |
$9.68K - $9.8K
|
383
$18.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-213Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-227Closed |
$11.4K - $11.6K
|
0
$0
|