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 06, 2023
Q4 2022
|
True Wealth Financial Partners
|
SELL
|
- |
-2K- 5.64% |
$91.3K - $93.7K
|
33.5K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.13K- 10.83% |
$97.1K - $99.8K
|
17.5K
$842K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.17K- 6.35% |
$98.8K - $101K
|
32K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.27K- 8.73% |
$103K - $106K
|
23.7K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.43K- 29.6% |
$111K - $114K
|
5.78K
$277K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.44K- 1.49% |
$111K - $114K
|
161K
$7.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-2.53K- 8.61% |
$116K - $119K
|
26.9K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.56K- 6.03% |
$117K - $120K
|
39.8K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.57K- 58.4% |
$117K - $120K
|
1.83K
$87.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.66K- 5.4% |
$121K - $124K
|
46.5K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.79K- 9.85% |
$127K - $131K
|
25.5K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.2K- 1.6% |
$146K - $150K
|
198K
$9.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.47K- 5.85% |
$158K - $162K
|
55.8K
$2.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
SELL
|
- |
-3.51K- 38.62% |
$160K - $164K
|
5.58K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4K- 9.62% |
$182K - $187K
|
37.5K
$1.8M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.3K- 19.4% |
$196K - $201K
|
17.9K
$858K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.35K- 2.7% |
$199K - $204K
|
157K
$7.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.36K- 49.83% |
$199K - $204K
|
4.39K
$211K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-4.48K- 11.51% |
$204K - $210K
|
34.4K
$1.65M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.95K- 10.71% |
$226K - $232K
|
41.2K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.95K- 2.99% |
$226K - $232K
|
161K
$7.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-5.14K- 3.81% |
$235K - $241K
|
130K
$6.25M
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.51K- 49.28% |
$251K - $258K
|
5.67K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6K- 5.42% |
$274K - $281K
|
105K
$5.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.04K- 0.7% |
$275K - $283K
|
860K
$41.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.06K- 10.6% |
$276K - $284K
|
51.2K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.07K- 4.49% |
$277K - $284K
|
129K
$6.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.14K- 27.74% |
$280K - $287K
|
16K
$768K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.39K- 64.48% |
$292K - $299K
|
3.52K
$169K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-6.51K- 23.39% |
$297K - $305K
|
21.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.96K- 57.22% |
$317K - $326K
|
5.2K
$250K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.21K- 57.7% |
$329K - $338K
|
5.28K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.3K- 22.61% |
$333K - $342K
|
25K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-7.42K- 26.28% |
$338K - $347K
|
20.8K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.47K- 7.34% |
$341K - $350K
|
94.3K
$4.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.49K- 2.98% |
$342K - $351K
|
244K
$11.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.49K- 29.04% |
$342K - $351K
|
18.3K
$880K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.6K- 49.82% |
$347K - $356K
|
7.66K
$368K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.18K- 97.61% |
$373K - $383K
|
200
$9.61K
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-8.23K- 18.27% |
$376K - $386K
|
36.8K
$1.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8.57K- 20.28% |
$391K - $402K
|
33.7K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8.78K- 11.84% |
$401K - $411K
|
65.4K
$3.14M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.81KClosed |
$402K - $413K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.91K- 12.6% |
$406K - $417K
|
61.8K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.97K- 11.55% |
$409K - $420K
|
68.7K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-9.41K- 18.41% |
$429K - $441K
|
41.7K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.2K- 15.05% |
$465K - $478K
|
57.6K
$2.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-11.2K- 2.46% |
$512K - $525K
|
445K
$21.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-12.7K- 12.01% |
$581K - $597K
|
93.4K
$4.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.9K- 71.94% |
$587K - $603K
|
5.02K
$241K
|