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 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-3.14K- 2.32% |
$145K - $149K
|
132K
$6.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.29K- 7.5% |
$151K - $157K
|
40.6K
$1.94M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.44K- 23.09% |
$158K - $164K
|
11.5K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.52K- 4.38% |
$162K - $167K
|
76.8K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-3.65K- 2.18% |
$168K - $174K
|
164K
$7.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.68K- 13.81% |
$169K - $175K
|
22.9K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.88K- 30.52% |
$178K - $184K
|
8.82K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-3.89K- 13.77% |
$179K - $185K
|
24.4K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.89K- 20.46% |
$179K - $185K
|
15.1K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.96K- 23.63% |
$182K - $188K
|
12.8K
$612K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.09K- 1.24% |
$188K - $195K
|
327K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.16K- 1.54% |
$191K - $198K
|
266K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-4.33K- 2.56% |
$199K - $206K
|
165K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.37K- 10.47% |
$201K - $208K
|
37.3K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.81K- 30.36% |
$221K - $229K
|
11K
$528K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.82K- 0.74% |
$222K - $229K
|
649K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.88K- 15.18% |
$225K - $232K
|
27.3K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.93K- 13.78% |
$227K - $234K
|
30.8K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.11K- 13.87% |
$235K - $243K
|
31.8K
$1.52M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-5.27K- 96.36% |
$243K - $251K
|
199
$9.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.67K- 16.39% |
$261K - $270K
|
28.9K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.19K- 7.23% |
$285K - $294K
|
79.5K
$3.8M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.46K- 40.92% |
$297K - $307K
|
9.32K
$446K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.64K- 26.0% |
$305K - $316K
|
18.9K
$905K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.85K- 13.1% |
$315K - $326K
|
45.5K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.9K- 8.99% |
$317K - $328K
|
69.8K
$3.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.21K- 32.45% |
$332K - $343K
|
15K
$719K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7.4K- 46.91% |
$340K - $352K
|
8.37K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.96K- 14.75% |
$366K - $379K
|
46K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.21K- 7.01% |
$378K - $390K
|
109K
$5.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.77K- 62.77% |
$403K - $417K
|
5.2K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.79K- 34.4% |
$404K - $418K
|
16.8K
$802K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.1K- 31.18% |
$419K - $433K
|
20.1K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-9.57K- 1.92% |
$440K - $455K
|
488K
$23.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-9.83K- 49.37% |
$452K - $468K
|
10.1K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10.1K- 26.69% |
$463K - $479K
|
27.7K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.4K- 65.0% |
$477K - $493K
|
5.59K
$267K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 12.76% |
$502K - $519K
|
74.7K
$3.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-11.6K- 34.39% |
$533K - $552K
|
22.1K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-11.6K- 18.72% |
$536K - $554K
|
50.6K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11.7K- 6.41% |
$538K - $557K
|
171K
$8.18M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-11.9K- 15.65% |
$549K - $567K
|
64.3K
$3.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-12.1K- 39.36% |
$559K - $578K
|
18.7K
$895K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.1K- 11.09% |
$604K - $624K
|
105K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-13.2K- 14.88% |
$605K - $626K
|
75.3K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.2K- 4.18% |
$609K - $630K
|
303K
$14.5M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.5K- 5.58% |
$622K - $643K
|
229K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-13.7K- 18.93% |
$629K - $651K
|
58.6K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-14.7K- 26.49% |
$675K - $698K
|
40.7K
$1.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-14.7K- 11.24% |
$677K - $700K
|
116K
$5.56M
|