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
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.03K+ 0.32% |
$46.9K - $48.2K
|
327K
$15.7M
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
950+ 11.8% |
$43.3K - $44.5K
|
9K
$432K
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
903+ 18.92% |
$41.2K - $42.3K
|
5.68K
$273K
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
836+ 1.88% |
$38.1K - $39.2K
|
45.2K
$2.17M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
827+ 8.84% |
$37.7K - $38.7K
|
10.2K
$489K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
805+ 0.98% |
$36.7K - $37.7K
|
83.1K
$3.99M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
805+ 0.98% |
$36.7K - $37.7K
|
82.7K
$3.97M
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
750+ 14.42% |
$34.2K - $35.1K
|
5.95K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
737+ 6.34% |
$33.6K - $34.5K
|
12.4K
$594K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
602+ 0.53% |
$27.5K - $28.2K
|
115K
$5.52M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
600+ 833.33% |
$27.4K - $28.1K
|
672
$32.3K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
406+ 11.5% |
$18.5K - $19K
|
3.94K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
397New |
$18.1K - $18.6K
|
397
$19.1K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
306New |
$14K - $14.3K
|
306
$14.7K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
304New |
$13.9K - $14.2K
|
304
$14.6K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
291New |
$13.3K - $13.6K
|
291
$14K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
289+ 0.62% |
$13.2K - $13.5K
|
47.3K
$2.27M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
289New |
$13.2K - $13.5K
|
289
$13.9K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
200+ 2.74% |
$9.12K - $9.37K
|
7.49K
$360K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
199+ 2.64% |
$9.08K - $9.32K
|
7.73K
$371K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
186+ 3.3% |
$8.48K - $8.71K
|
5.82K
$280K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
180+ 0.58% |
$8.21K - $8.43K
|
31.5K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
152+ 1.82% |
$6.93K - $7.12K
|
8.5K
$408K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
141+ 12.96% |
$6.43K - $6.6K
|
1.23K
$59.1K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
114+ 0.1% |
$5.2K - $5.34K
|
118K
$5.67M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
98New |
$4.47K - $4.59K
|
98
$4.71K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
85+ 0.72% |
$3.88K - $3.98K
|
11.8K
$569K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
61New |
$2.78K - $2.86K
|
61
$2.93K
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
51+ 0.02% |
$2.33K - $2.39K
|
278K
$13.3M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.16K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
43+ 0.96% |
$1.96K - $2.01K
|
4.5K
$216K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 0.92% |
$1.73K - $1.78K
|
4.18K
$201K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
38New |
$1.73K - $1.78K
|
38
$1.83K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
35New |
$1.6K - $1.64K
|
35
$1.68K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
32New |
$1.46K - $1.5K
|
32
$1.54K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 0.82% |
$821 - $843
|
2.22K
$107K
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
16+ 0.15% |
$730 - $749
|
10.7K
$512K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.87% |
$274 - $281
|
699
$33.6K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5+ 0.63% |
$228 - $234
|
797
$38.3K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$182 - $187
|
4
$192
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.8% |
$182 - $187
|
506
$24.3K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.34% |
$137 - $141
|
881
$42.3K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$96.1
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.45% |
$45.6 - $46.8
|
70
$3.36K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12- 0.19% |
$547 - $562
|
6.4K
$308K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 0.99% |
$730 - $749
|
1.6K
$76.6K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-28- 4.24% |
$1.28K - $1.31K
|
632
$30.4K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35- 0.71% |
$1.6K - $1.64K
|
4.88K
$234K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-39- 2.4% |
$1.78K - $1.83K
|
1.58K
$76.1K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-42- 17.28% |
$1.92K - $1.97K
|
201
$9.66K
|