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 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-30.9K- 53.12% |
$1.56M - $1.58M
|
27.3K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-32.5K- 81.9% |
$1.64M - $1.66M
|
7.19K
$344K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36K- 12.49% |
$1.81M - $1.84M
|
252K
$12.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37.2K- 24.98% |
$1.88M - $1.9M
|
112K
$5.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-44.7K- 61.07% |
$2.25M - $2.28M
|
28.5K
$1.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-50.5KClosed |
$2.55M - $2.58M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52.8K- 31.14% |
$2.66M - $2.7M
|
117K
$5.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-54K- 57.08% |
$2.72M - $2.75M
|
40.6K
$1.94M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-55KClosed |
$2.77M - $2.81M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76.4K- 8.7% |
$3.85M - $3.9M
|
801K
$38.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-77K- 30.46% |
$3.88M - $3.93M
|
176K
$8.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-81.8K- 48.98% |
$4.12M - $4.18M
|
85.2K
$4.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-114K- 24.65% |
$5.73M - $5.8M
|
347K
$16.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-133K- 73.12% |
$6.68M - $6.77M
|
48.7K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-140K- 23.53% |
$7.04M - $7.14M
|
454K
$21.7M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-157K- 68.44% |
$7.89M - $7.99M
|
72.2K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-219K- 45.09% |
$11M - $11.2M
|
267K
$12.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223K- 14.89% |
$11.3M - $11.4M
|
1.28M
$61.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-313K- 25.75% |
$15.8M - $16M
|
904K
$43.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-320K- 97.87% |
$16.1M - $16.3M
|
6.98K
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-397KClosed |
$20M - $20.3M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-398K- 69.11% |
$20M - $20.3M
|
178K
$8.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-470K- 48.04% |
$23.7M - $24M
|
509K
$24.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-474K- 29.51% |
$23.9M - $24.2M
|
1.13M
$54.2M
|