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 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-347- 3.72% |
$16K - $16.5K
|
8.99K
$430K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-355- 1.05% |
$16.3K - $16.9K
|
33.4K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-412- 2.29% |
$19K - $19.6K
|
17.6K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-430- 95.56% |
$19.8K - $20.5K
|
20
$955
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-434- 0.95% |
$20K - $20.6K
|
45K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-479- 2.87% |
$22K - $22.8K
|
16.2K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-565- 11.62% |
$26K - $26.9K
|
4.3K
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-594- 1.69% |
$27.3K - $28.3K
|
34.5K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-603- 2.07% |
$27.7K - $28.7K
|
28.6K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-621- 1.76% |
$28.6K - $29.5K
|
34.6K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-633- 9.18% |
$29.1K - $30.1K
|
6.26K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-644- 5.67% |
$29.6K - $30.6K
|
10.7K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-673- 6.62% |
$31K - $32K
|
9.49K
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-711- 6.23% |
$32.7K - $33.8K
|
10.7K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-766- 1.24% |
$35.2K - $36.4K
|
61K
$2.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-771- 1.57% |
$35.5K - $36.7K
|
48.5K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-783- 1.69% |
$36K - $37.2K
|
45.6K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-812- 63.24% |
$37.4K - $38.6K
|
472
$22.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-891- 5.14% |
$41K - $42.4K
|
16.4K
$785K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-900- 0.58% |
$41.4K - $42.8K
|
153K
$7.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-907- 3.65% |
$41.7K - $43.1K
|
24K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-966- 4.54% |
$44.4K - $45.9K
|
20.3K
$970K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 14.96% |
$46K - $47.6K
|
5.68K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.12K- 1.49% |
$51.7K - $53.5K
|
74.2K
$3.54M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.13K- 10.6% |
$52K - $53.8K
|
9.54K
$456K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.17K- 3.81% |
$53.8K - $55.6K
|
29.5K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 15.17% |
$54.9K - $56.7K
|
6.67K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.2K- 22.19% |
$55.2K - $57.1K
|
4.21K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.34K- 1.02% |
$61.5K - $63.6K
|
130K
$6.22M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.35K- 11.58% |
$62.2K - $64.3K
|
10.3K
$493K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.38K- 18.45% |
$63.3K - $65.4K
|
6.08K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.46K- 77.54% |
$67.2K - $69.4K
|
423
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 14.04% |
$67.6K - $69.9K
|
9K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 7.62% |
$69.5K - $71.9K
|
18.3K
$874K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.67K- 0.71% |
$76.6K - $79.2K
|
233K
$11.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.68K- 5.91% |
$77.4K - $80K
|
26.8K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.05K- 16.15% |
$94.3K - $97.5K
|
10.7K
$509K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.1K- 46.63% |
$96.7K - $100K
|
2.41K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.34K- 35.67% |
$107K - $111K
|
4.21K
$201K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.35K- 4.23% |
$108K - $112K
|
53.3K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.53K- 6.73% |
$116K - $120K
|
35.1K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.55K- 34.89% |
$117K - $121K
|
4.77K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.56K- 12.19% |
$118K - $122K
|
18.4K
$880K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.7K- 4.85% |
$124K - $129K
|
53K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.76K- 26.6% |
$127K - $131K
|
7.6K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.8K- 3.52% |
$129K - $133K
|
76.9K
$3.67M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.82K- 7.35% |
$130K - $134K
|
35.6K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-2.84K- 1.1% |
$130K - $135K
|
254K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.05K- 7.51% |
$140K - $145K
|
37.6K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.11K- 6.03% |
$143K - $148K
|
48.3K
$2.31M
|