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
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.45K- 52.41% |
$174K - $176K
|
3.14K
$150K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.96KClosed |
$200K - $202K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4KClosed |
$202K - $204K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.06KClosed |
$204K - $207K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-4.22KClosed |
$213K - $215K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.3K- 3.79% |
$217K - $219K
|
109K
$5.22M
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.45KClosed |
$224K - $227K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4.48KClosed |
$226K - $229K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.66K- 3.94% |
$235K - $238K
|
114K
$5.44M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.68K- 1.33% |
$236K - $239K
|
348K
$16.7M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.69KClosed |
$236K - $239K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.71KClosed |
$238K - $241K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.77K- 6.33% |
$240K - $243K
|
70.5K
$3.37M
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.93K- 28.04% |
$248K - $252K
|
12.6K
$605K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.36K- 16.39% |
$270K - $274K
|
27.3K
$1.31M
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-5.65K- 3.22% |
$285K - $288K
|
170K
$8.13M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.68K- 20.25% |
$286K - $290K
|
22.4K
$1.07M
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-5.93K- 1.17% |
$299K - $303K
|
503K
$24.1M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-6.07K- 20.93% |
$306K - $310K
|
22.9K
$1.1M
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.29K- 1.1% |
$317K - $321K
|
564K
$27M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.67K- 5.87% |
$336K - $341K
|
107K
$5.12M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.86KClosed |
$346K - $350K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.96K- 37.31% |
$351K - $355K
|
11.7K
$560K
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.97KClosed |
$351K - $356K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.33K- 6.71% |
$369K - $374K
|
102K
$4.87M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.73K- 7.02% |
$390K - $395K
|
102K
$4.9M
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.76K- 31.06% |
$391K - $396K
|
17.2K
$824K
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-7.79K- 1.83% |
$393K - $398K
|
419K
$20.1M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.95KClosed |
$401K - $406K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.05K- 3.52% |
$405K - $411K
|
221K
$10.6M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.09K- 18.03% |
$408K - $413K
|
36.8K
$1.76M
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.3KClosed |
$418K - $424K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9.26K- 10.32% |
$467K - $473K
|
80.5K
$3.85M
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-10.2K- 30.93% |
$513K - $520K
|
22.7K
$1.09M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 17.18% |
$518K - $525K
|
49.5K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.3K- 19.83% |
$521K - $528K
|
41.8K
$2M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 1.8% |
$535K - $542K
|
578K
$27.7M
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12K- 5.92% |
$607K - $615K
|
191K
$9.16M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.2K- 61.07% |
$615K - $623K
|
7.78K
$372K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.2KClosed |
$665K - $674K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14.7K- 4.72% |
$738K - $748K
|
296K
$14.2M
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-15K- 1.83% |
$758K - $768K
|
809K
$38.7M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.3K- 39.08% |
$771K - $781K
|
23.9K
$1.14M
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-15.5KClosed |
$783K - $793K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-16.7KClosed |
$843K - $854K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-16.9K- 16.25% |
$850K - $861K
|
87K
$4.16M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.6K- 9.19% |
$939K - $951K
|
184K
$8.8M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.3K- 8.36% |
$1.02M - $1.04M
|
223K
$10.7M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.1K- 71.93% |
$1.16M - $1.18M
|
9.01K
$431K
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-30.3KClosed |
$1.52M - $1.54M
|
0
$0
|