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 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.9K+ 21.86% |
$133K - $138K
|
16.1K
$771K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.6K+ 79.9% |
$119K - $123K
|
5.85K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
2.4KNew |
$110K - $114K
|
2.4K
$115K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.3K+ 2.86% |
$106K - $109K
|
82.8K
$3.95M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.29K+ 2.95% |
$105K - $109K
|
79.9K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.14K+ 3.82% |
$98.3K - $102K
|
58.1K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
2.09K+ 2.38% |
$96.1K - $99.4K
|
90K
$4.3M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2K+ 167.36% |
$92K - $95.1K
|
3.2K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 4.69% |
$89.8K - $92.8K
|
43.5K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.93K+ 19.39% |
$88.6K - $91.6K
|
11.9K
$566K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.85K+ 13.53% |
$85K - $87.8K
|
15.5K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.8KNew |
$83K - $85.8K
|
1.8K
$86.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.75K+ 4.81% |
$80.4K - $83.1K
|
38.1K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.75K+ 16.83% |
$80.4K - $83.1K
|
12.1K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 403.66% |
$70.9K - $73.3K
|
1.92K
$91.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.51K+ 28.09% |
$69.4K - $71.7K
|
6.88K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 5.88% |
$62.9K - $65.1K
|
24.6K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$60.6K - $62.6K
|
1.32K
$62.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.31K+ 10.85% |
$60K - $62.1K
|
13.3K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.26KNew |
$57.8K - $59.7K
|
1.26K
$60K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.2K+ 5.15% |
$55.3K - $57.2K
|
24.6K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 0.81% |
$50.3K - $52K
|
135K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.06KNew |
$48.6K - $50.3K
|
1.06K
$50.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.05K+ 0.6% |
$48.4K - $50K
|
177K
$8.46M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
966+ 1.15% |
$44.4K - $45.9K
|
85.2K
$4.07M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
947+ 8.47% |
$43.6K - $45K
|
12.1K
$579K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
906+ 6.12% |
$41.7K - $43.1K
|
15.7K
$751K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
891+ 11.34% |
$41K - $42.4K
|
8.75K
$418K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
876+ 9.82% |
$40.3K - $41.7K
|
9.79K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
854+ 1.8% |
$39.3K - $40.6K
|
48.3K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
716+ 2.34% |
$32.9K - $34.1K
|
31.4K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
713+ 2.05% |
$32.8K - $33.9K
|
35.4K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
677+ 4.36% |
$31.1K - $32.2K
|
16.2K
$774K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
627New |
$28.8K - $29.8K
|
627
$30K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
554+ 0.52% |
$25.5K - $26.3K
|
106K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
545+ 2.03% |
$25.1K - $25.9K
|
27.4K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
532New |
$24.5K - $25.3K
|
532
$25.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
515New |
$23.7K - $24.5K
|
515
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
505+ 1.18% |
$23.2K - $24K
|
43.2K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
500+ 7.46% |
$23K - $23.8K
|
7.2K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
462+ 2.77% |
$21.3K - $22K
|
17.2K
$820K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
461+ 1.07% |
$21.2K - $21.9K
|
43.6K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
403+ 36.6% |
$18.5K - $19.2K
|
1.5K
$71.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
372+ 174.65% |
$17.1K - $17.7K
|
585
$27.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
372+ 231.06% |
$17.1K - $17.7K
|
533
$25.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
317+ 15850.0% |
$14.6K - $15.1K
|
319
$15.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314+ 67.97% |
$14.4K - $14.9K
|
776
$37.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
299+ 5.99% |
$13.8K - $14.2K
|
5.29K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
186+ 2.99% |
$8.56K - $8.85K
|
6.41K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
185New |
$8.51K - $8.8K
|
185
$8.84K
|