Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.54M+ 192.87% |
$70.1M - $72M
|
2.33M
$112M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03M+ 312.5% |
$47.1M - $48.3M
|
1.36M
$65.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
475K+ 11.91% |
$21.7M - $22.2M
|
4.46M
$213M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
423K+ 171.18% |
$19.3M - $19.8M
|
671K
$32.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
401K+ 5.94% |
$18.3M - $18.8M
|
7.16M
$343M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
373K+ 165.91% |
$17M - $17.5M
|
598K
$28.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
334K+ 314.46% |
$15.2M - $15.7M
|
440K
$21.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
320K+ 2386.53% |
$14.6M - $15M
|
333K
$16M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
309K+ 12.93% |
$14.1M - $14.5M
|
2.7M
$129M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
243K+ 95.64% |
$11.1M - $11.4M
|
496K
$23.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
235K+ 3745.89% |
$10.7M - $11M
|
241K
$11.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
219K+ 3378.29% |
$9.97M - $10.2M
|
225K
$10.8M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
196K+ 237.34% |
$8.96M - $9.2M
|
279K
$13.4M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
193K+ 422.64% |
$8.79M - $9.02M
|
238K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
169K+ 42.43% |
$7.69M - $7.9M
|
566K
$27.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
165K+ 326.51% |
$7.55M - $7.75M
|
216K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 7.3% |
$6.39M - $6.57M
|
2.06M
$98.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
129KNew |
$5.9M - $6.06M
|
129K
$6.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
109KNew |
$4.95M - $5.08M
|
109K
$5.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107K+ 5.72% |
$4.89M - $5.02M
|
1.98M
$94.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104K+ 1432.79% |
$4.74M - $4.87M
|
111K
$5.33M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
101K+ 27106.18% |
$4.6M - $4.72M
|
101K
$4.84M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
92.3KNew |
$4.21M - $4.32M
|
92.3K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
84.9K+ 99.51% |
$3.87M - $3.98M
|
170K
$8.14M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
83.1KNew |
$3.79M - $3.89M
|
83.1K
$3.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.8K+ 10.94% |
$3.69M - $3.78M
|
819K
$39.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
74.4K+ 520.72% |
$3.39M - $3.48M
|
88.7K
$4.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72K+ 37.26% |
$3.28M - $3.37M
|
265K
$12.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
70.8K+ 74.5% |
$3.23M - $3.32M
|
166K
$7.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
62.1K+ 100.03% |
$2.83M - $2.91M
|
124K
$5.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.8KNew |
$2.18M - $2.24M
|
47.8K
$2.29M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
47.2KNew |
$2.15M - $2.21M
|
47.2K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
44.9K+ 12.83% |
$2.05M - $2.1M
|
395K
$18.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.9K+ 835.07% |
$2.05M - $2.1M
|
50.3K
$2.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.8K+ 356.56% |
$2M - $2.05M
|
56K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.3K+ 497.63% |
$1.93M - $1.98M
|
50.8K
$2.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
41.9KNew |
$1.91M - $1.96M
|
41.9K
$2M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
41.2K+ 8.11% |
$1.88M - $1.93M
|
550K
$26.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 7.83% |
$1.84M - $1.89M
|
556K
$26.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37K+ 18.89% |
$1.69M - $1.73M
|
233K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
36.7KNew |
$1.67M - $1.72M
|
36.7K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.2K+ 48.3% |
$1.65M - $1.7M
|
111K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
35.9K+ 483.19% |
$1.64M - $1.68M
|
43.3K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.7KNew |
$1.58M - $1.63M
|
34.7K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
33.4K+ 79.45% |
$1.52M - $1.56M
|
75.4K
$3.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
32.6KNew |
$1.49M - $1.53M
|
32.6K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
31.8KNew |
$1.45M - $1.49M
|
31.8K
$1.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
31.2KNew |
$1.42M - $1.46M
|
31.2K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
30.1KNew |
$1.37M - $1.41M
|
30.1K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
29.9KNew |
$1.36M - $1.4M
|
29.9K
$1.43M
|