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 Mission Capital LLC
|
SELL
|
- |
-12.9K- 20.27% |
$588K - $604K
|
50.7K
$2.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.4K- 21.52% |
$611K - $628K
|
48.9K
$2.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13.9K- 8.4% |
$635K - $652K
|
152K
$7.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14.1K- 3.45% |
$643K - $660K
|
395K
$18.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-14.4K- 29.91% |
$655K - $673K
|
33.7K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.9K- 1.58% |
$678K - $696K
|
927K
$44.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-15.1K- 54.77% |
$690K - $708K
|
12.5K
$598K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-16.2K- 6.77% |
$741K - $761K
|
224K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-17.8K- 36.45% |
$813K - $835K
|
31.1K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-18.1K- 29.81% |
$827K - $849K
|
42.7K
$2.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.4K- 54.21% |
$838K - $860K
|
15.5K
$743K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.5K- 8.33% |
$889K - $913K
|
214K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.9K- 6.21% |
$909K - $933K
|
301K
$14.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.5K- 5.09% |
$935K - $961K
|
382K
$18.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.6K- 83.33% |
$985K - $1.01M
|
4.32K
$207K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23K- 51.34% |
$1.05M - $1.08M
|
21.8K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 3.2% |
$1.07M - $1.1M
|
713K
$34.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-26.1K- 80.32% |
$1.19M - $1.22M
|
6.4K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-26.7K- 79.44% |
$1.22M - $1.25M
|
6.9K
$330K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-27.9K- 3.31% |
$1.27M - $1.31M
|
815K
$39M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 64.85% |
$1.29M - $1.32M
|
15.3K
$732K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30.8K- 10.98% |
$1.41M - $1.44M
|
250K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-31.2K- 5.12% |
$1.42M - $1.46M
|
577K
$27.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-32.4K- 42.37% |
$1.48M - $1.52M
|
44.1K
$2.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-33.5K- 80.72% |
$1.53M - $1.57M
|
8K
$383K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-34.4K- 30.46% |
$1.57M - $1.61M
|
78.6K
$3.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-36.4K- 30.61% |
$1.66M - $1.7M
|
82.5K
$3.95M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-36.5K- 5.24% |
$1.66M - $1.71M
|
660K
$31.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-38.9K- 58.06% |
$1.78M - $1.82M
|
28.1K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-39K- 5.89% |
$1.78M - $1.83M
|
622K
$29.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-39.5K- 17.21% |
$1.8M - $1.85M
|
190K
$9.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-41.9K- 46.68% |
$1.91M - $1.96M
|
47.9K
$2.29M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-42K- 10.2% |
$1.92M - $1.97M
|
370K
$17.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-43.3K- 49.56% |
$1.98M - $2.03M
|
44.1K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-43.9K- 36.41% |
$2M - $2.06M
|
76.7K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-44.9K- 99.29% |
$2.05M - $2.1M
|
323
$15.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-45.6K- 20.44% |
$2.08M - $2.14M
|
177K
$8.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49K- 15.1% |
$2.24M - $2.3M
|
276K
$13.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-51.7K- 28.2% |
$2.36M - $2.42M
|
132K
$6.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52.8K- 39.87% |
$2.41M - $2.47M
|
79.7K
$3.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-59.9K- 12.0% |
$2.73M - $2.81M
|
439K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-64K- 42.21% |
$2.92M - $3M
|
87.7K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-72K- 2.93% |
$3.28M - $3.37M
|
2.39M
$114M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-76.8K- 30.1% |
$3.5M - $3.6M
|
178K
$8.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-79.9K- 19.37% |
$3.64M - $3.74M
|
333K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-84.9K- 94.81% |
$3.87M - $3.97M
|
4.65K
$222K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-99K- 89.69% |
$4.52M - $4.64M
|
11.4K
$545K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-112K- 24.32% |
$5.11M - $5.25M
|
349K
$16.7M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-116KClosed |
$5.3M - $5.44M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-117K- 59.8% |
$5.34M - $5.49M
|
78.7K
$3.77M
|