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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
14KNew |
$646K - $667K
|
14K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.2K+ 7.26% |
$609K - $630K
|
196K
$9.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
11.9K+ 14.48% |
$547K - $566K
|
94K
$4.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11.7K+ 45.9% |
$537K - $555K
|
37.1K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
11.6K+ 53.73% |
$533K - $551K
|
33.2K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$501K - $518K
|
10.9K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 32.86% |
$496K - $513K
|
43.6K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10.7K+ 2.52% |
$493K - $510K
|
436K
$20.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.3K+ 6.86% |
$474K - $491K
|
161K
$7.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.1K+ 151.92% |
$467K - $483K
|
16.8K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10KNew |
$461K - $476K
|
10K
$479K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.46K+ 4.47% |
$435K - $450K
|
221K
$10.6M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.89K+ 4443.5% |
$409K - $423K
|
9.09K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.3KNew |
$382K - $395K
|
8.3K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.16K+ 53.67% |
$375K - $388K
|
23.4K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.6KNew |
$350K - $361K
|
7.6K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
7.3K+ 133.65% |
$336K - $347K
|
12.8K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.98KNew |
$321K - $332K
|
6.98K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.9KNew |
$317K - $328K
|
6.9K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.87KNew |
$316K - $327K
|
6.87K
$328K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.45KNew |
$297K - $307K
|
6.45K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.3K+ 33.67% |
$290K - $299K
|
25K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.22K+ 5.64% |
$286K - $296K
|
116K
$5.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.12KNew |
$281K - $291K
|
6.12K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.11K+ 10.94% |
$281K - $291K
|
62K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
6.08KNew |
$280K - $289K
|
6.08K
$290K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.04KNew |
$278K - $287K
|
6.04K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.75K+ 8.63% |
$265K - $273K
|
72.4K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.63K+ 3.28% |
$259K - $268K
|
178K
$8.48M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
5.6K+ 14.62% |
$258K - $266K
|
43.9K
$2.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.44K+ 1.85% |
$250K - $259K
|
300K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.33KNew |
$245K - $254K
|
5.33K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.29K+ 31.4% |
$243K - $252K
|
22.1K
$1.06M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.27KNew |
$242K - $251K
|
5.27K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
5.12KNew |
$235K - $243K
|
5.12K
$244K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.04KNew |
$232K - $240K
|
5.04K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.91KNew |
$226K - $234K
|
4.91K
$235K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
4.74K+ 20.2% |
$218K - $225K
|
28.2K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
4.67K+ 4.96% |
$215K - $222K
|
99K
$4.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$214K - $221K
|
4.66K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.63KNew |
$213K - $220K
|
4.63K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
4.54KNew |
$209K - $216K
|
4.54K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4.46KNew |
$205K - $212K
|
4.46K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.35KNew |
$200K - $207K
|
4.35K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.34KNew |
$200K - $206K
|
4.34K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.27KNew |
$197K - $203K
|
4.27K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
4.24K+ 41.47% |
$195K - $201K
|
14.4K
$690K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.92K+ 1.19% |
$180K - $186K
|
333K
$15.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.87K+ 2.55% |
$178K - $184K
|
155K
$7.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.4K+ 3.52% |
$156K - $162K
|
99.9K
$4.77M
|