Purchases and Sales Made in Q4 2023 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 2023. 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 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.14MNew |
$144M - $149M
|
3.14M
$150M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
1.18M+ 3449.73% |
$54.1M - $55.9M
|
1.21M
$57.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
824K+ 131.91% |
$37.9M - $39.2M
|
1.45M
$69.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
567KNew |
$26.1M - $27M
|
567K
$27.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
414K+ 80.99% |
$19M - $19.7M
|
924K
$44.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
355K+ 4.31% |
$16.3M - $16.9M
|
8.58M
$411M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
334K+ 466.09% |
$15.4M - $15.9M
|
406K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
325K+ 15.35% |
$15M - $15.5M
|
2.44M
$117M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
190KNew |
$8.75M - $9.05M
|
190K
$9.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
184KNew |
$8.48M - $8.77M
|
184K
$8.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
168KNew |
$7.74M - $8M
|
168K
$8.05M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
166K+ 251.57% |
$7.65M - $7.91M
|
232K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
163KNew |
$7.48M - $7.73M
|
163K
$7.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
147KNew |
$6.74M - $6.97M
|
147K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 10.78% |
$6.48M - $6.7M
|
1.45M
$69.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 27.67% |
$6.34M - $6.55M
|
636K
$30.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
100KNew |
$4.61M - $4.77M
|
100K
$4.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
99KNew |
$4.55M - $4.71M
|
99K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.3K+ 15.75% |
$4.52M - $4.68M
|
722K
$34.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
84KNew |
$3.86M - $3.99M
|
84K
$4.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.2K+ 7.62% |
$3.78M - $3.91M
|
1.16M
$55.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
79.6KNew |
$3.66M - $3.79M
|
79.6K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
77K+ 87.81% |
$3.54M - $3.66M
|
165K
$7.88M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
68.3K+ 17.28% |
$3.14M - $3.25M
|
463K
$22.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
57.9KNew |
$2.66M - $2.75M
|
57.9K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52.9KNew |
$2.43M - $2.51M
|
52.9K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
48.6K+ 573.48% |
$2.24M - $2.31M
|
57.1K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
45.1KNew |
$2.07M - $2.14M
|
45.1K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40.2K+ 28.0% |
$1.85M - $1.91M
|
184K
$8.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40.1KNew |
$1.85M - $1.91M
|
40.1K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36.5K+ 5.35% |
$1.68M - $1.74M
|
718K
$34.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
32.4K+ 11.09% |
$1.49M - $1.54M
|
325K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.4K+ 7.32% |
$1.49M - $1.54M
|
475K
$22.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
32.2KNew |
$1.48M - $1.53M
|
32.2K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.2K+ 11.15% |
$1.48M - $1.53M
|
321K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
29.7KNew |
$1.37M - $1.41M
|
29.7K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
29.1K+ 49.11% |
$1.34M - $1.39M
|
88.5K
$4.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.7K+ 67.61% |
$1.23M - $1.27M
|
66.2K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 2.69% |
$1.22M - $1.26M
|
1.01M
$48.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
26.5K+ 10.49% |
$1.22M - $1.26M
|
279K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 4.3% |
$1.13M - $1.17M
|
596K
$28.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
24.3K+ 22.73% |
$1.12M - $1.16M
|
131K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24K+ 5.58% |
$1.11M - $1.14M
|
455K
$21.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
20.4KNew |
$937K - $969K
|
20.4K
$975K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20.1K+ 24.8% |
$922K - $954K
|
101K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
19.7K+ 11.13% |
$907K - $938K
|
197K
$9.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.5K+ 7.14% |
$849K - $878K
|
277K
$13.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16.4K+ 12.6% |
$753K - $779K
|
146K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.3K+ 223.2% |
$706K - $730K
|
22.2K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.9K+ 16.29% |
$685K - $708K
|
106K
$5.09M
|