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 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.58K+ 5.88% |
$300K - $308K
|
118K
$5.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.53K+ 112.36% |
$298K - $306K
|
12.3K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.45K+ 50.73% |
$294K - $302K
|
19.2K
$919K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.27K+ 2.4% |
$286K - $294K
|
268K
$12.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
6.26KNew |
$285K - $293K
|
6.26K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.07K+ 39.21% |
$277K - $284K
|
21.6K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.78K+ 8.71% |
$263K - $271K
|
72.1K
$3.46M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.25K+ 4.92% |
$239K - $246K
|
112K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.14K+ 5.47% |
$234K - $241K
|
99K
$4.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.91KNew |
$224K - $230K
|
4.91K
$235K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.77K+ 7.88% |
$218K - $224K
|
65.3K
$3.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
4.66K+ 54.99% |
$212K - $218K
|
13.1K
$630K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.65KNew |
$212K - $218K
|
4.65K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.57K+ 4.65% |
$208K - $214K
|
103K
$4.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.49KNew |
$205K - $210K
|
4.49K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 36.13% |
$200K - $205K
|
16.5K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.33KNew |
$197K - $203K
|
4.33K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.31K+ 6536.36% |
$197K - $202K
|
4.38K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.11K+ 10.34% |
$188K - $193K
|
43.9K
$2.1M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.04K+ 3.63% |
$184K - $189K
|
115K
$5.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.84K+ 32.03% |
$175K - $180K
|
15.8K
$759K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.32K+ 32.53% |
$152K - $156K
|
13.5K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.23K+ 2.09% |
$148K - $151K
|
158K
$7.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 2.31% |
$144K - $148K
|
140K
$6.71M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.95K+ 5.16% |
$135K - $138K
|
60.1K
$2.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.73K+ 20.87% |
$124K - $128K
|
15.8K
$757K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.55K+ 32.02% |
$116K - $119K
|
10.5K
$504K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.54K+ 12.13% |
$116K - $119K
|
23.4K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.44K+ 1.06% |
$111K - $114K
|
233K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.41K+ 22.17% |
$110K - $113K
|
13.3K
$638K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.34K+ 1.03% |
$107K - $110K
|
229K
$11M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.33K+ 14.93% |
$106K - $109K
|
17.9K
$860K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.31K+ 0.54% |
$105K - $108K
|
431K
$20.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.15K+ 3.17% |
$98K - $101K
|
70K
$3.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.08K+ 21.34% |
$94.8K - $97.3K
|
11.8K
$567K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.04K+ 10.21% |
$92.8K - $95.3K
|
22K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.92K+ 2.95% |
$87.3K - $89.7K
|
66.8K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.68KNew |
$76.7K - $78.7K
|
1.68K
$80.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$73.2K - $75.2K
|
1.61K
$77K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.59KNew |
$72.3K - $74.2K
|
1.59K
$76K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.55KNew |
$70.7K - $72.6K
|
1.55K
$74.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.4K+ 56.13% |
$63.7K - $65.4K
|
3.89K
$186K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.4K+ 7.12% |
$63.6K - $65.3K
|
21K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.31K+ 2.68% |
$59.9K - $61.5K
|
50.4K
$2.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$57.5K - $59.1K
|
1.26K
$60.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24K+ 8.34% |
$56.3K - $57.8K
|
16K
$770K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.19KNew |
$54K - $55.5K
|
1.19K
$56.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.13K+ 0.72% |
$51.6K - $53K
|
158K
$7.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 18.17% |
$51K - $52.4K
|
7.27K
$349K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 755.07% |
$47.5K - $48.8K
|
1.18K
$56.6K
|