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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.5K+ 38.45% |
$1.34M - $1.38M
|
106K
$5.08M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
28.1K+ 556.56% |
$1.28M - $1.31M
|
33.1K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
26.7KNew |
$1.22M - $1.25M
|
26.7K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 19.74% |
$1.14M - $1.17M
|
151K
$7.23M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
24.1K+ 18.97% |
$1.1M - $1.13M
|
151K
$7.23M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5K+ 85.14% |
$1.07M - $1.1M
|
51K
$2.44M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.5KNew |
$1.03M - $1.06M
|
22.5K
$1.08M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.5KNew |
$1.03M - $1.06M
|
22.5K
$1.08M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
20.3KNew |
$925K - $950K
|
20.3K
$971K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
19.6KNew |
$895K - $919K
|
19.6K
$939K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 337.73% |
$895K - $919K
|
25.4K
$1.22M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
18.6KNew |
$850K - $873K
|
18.6K
$892K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.5KNew |
$845K - $868K
|
18.5K
$887K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18.1K+ 31.27% |
$825K - $847K
|
75.9K
$3.63M
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
17.7K+ 26.83% |
$808K - $829K
|
83.7K
$4.01M
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
17.1K+ 175.7% |
$779K - $800K
|
26.8K
$1.28M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.9K+ 351.77% |
$772K - $793K
|
21.7K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.6K+ 42.8% |
$713K - $732K
|
52.2K
$2.5M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.1K+ 45.72% |
$687K - $705K
|
48K
$2.3M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
14.1K+ 16.16% |
$641K - $659K
|
101K
$4.84M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13.8K+ 848.43% |
$630K - $647K
|
15.4K
$739K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.7K+ 324.75% |
$625K - $642K
|
17.9K
$858K
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.9KNew |
$587K - $602K
|
12.9K
$616K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 1.87% |
$569K - $584K
|
679K
$32.5M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.5K+ 38.79% |
$569K - $584K
|
44.6K
$2.13M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.3K+ 9.33% |
$562K - $577K
|
144K
$6.91M
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
12.2K+ 5.25% |
$555K - $570K
|
244K
$11.7M
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11.7K+ 77.94% |
$532K - $546K
|
26.6K
$1.27M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 20.06% |
$526K - $540K
|
69K
$3.3M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.6KNew |
$484K - $497K
|
10.6K
$508K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
10.6K+ 6.26% |
$481K - $494K
|
179K
$8.58M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 4.47% |
$457K - $469K
|
234K
$11.2M
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
9.98KNew |
$455K - $468K
|
9.98K
$478K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9.93K+ 2.52% |
$453K - $465K
|
404K
$19.3M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.9KNew |
$452K - $464K
|
9.9K
$474K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.87K+ 25.59% |
$450K - $462K
|
48.4K
$2.32M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.34KNew |
$426K - $437K
|
9.34K
$447K
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
9.31KNew |
$424K - $436K
|
9.31K
$445K
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9.25KNew |
$422K - $433K
|
9.25K
$443K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
9K+ 612.24% |
$410K - $422K
|
10.5K
$501K
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
8.91K+ 24.97% |
$406K - $417K
|
44.6K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.82K+ 19.61% |
$402K - $413K
|
53.8K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.74K+ 866.4% |
$399K - $409K
|
9.75K
$467K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.59K+ 11.26% |
$392K - $402K
|
84.8K
$4.06M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.22KNew |
$375K - $385K
|
8.22K
$393K
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.22KNew |
$375K - $385K
|
8.22K
$393K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.86K+ 52.15% |
$358K - $368K
|
22.9K
$1.1M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.48K+ 5.79% |
$341K - $350K
|
137K
$6.54M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.44KNew |
$339K - $348K
|
7.44K
$356K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.73KNew |
$307K - $315K
|
6.73K
$322K
|