Purchases and Sales Made in Q4 2024 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 2024. 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 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6+ 1.2% |
$285 - $291
|
504
$24.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 8.89% |
$190 - $194
|
49
$2.36K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.96% |
$190 - $194
|
421
$20.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.01% |
$143 - $146
|
22.8K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.94% |
$95.2 - $97.1
|
105
$5.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.87% |
$95.2 - $97.1
|
109
$5.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$47.6 - $48.6
|
1
$48.1
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$47.6 - $48.6
|
4.91K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- -0.0% |
$47.6 - $48.6
|
65.2K
$3.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- -0.0% |
$95.2 - $97.1
|
42.4K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-6- 0.14% |
$285 - $291
|
4.4K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12- 6.86% |
$571 - $583
|
163
$7.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.05% |
$619 - $631
|
25.9K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18- 5.5% |
$856 - $874
|
309
$14.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-33- 6.24% |
$1.57K - $1.6K
|
496
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-44- 0.63% |
$2.09K - $2.14K
|
6.94K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 9.46% |
$2.57K - $2.62K
|
517
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 5.06% |
$2.81K - $2.87K
|
1.11K
$53.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 20.49% |
$3.57K - $3.64K
|
291
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-77- 31.43% |
$3.66K - $3.74K
|
168
$8.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 1.42% |
$3.71K - $3.79K
|
5.43K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-86- 92.47% |
$4.09K - $4.18K
|
7
$337
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87- 0.16% |
$4.14K - $4.22K
|
53.1K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 20.29% |
$4.71K - $4.81K
|
389
$18.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-103- 1.94% |
$4.9K - $5K
|
5.22K
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-111- 26.88% |
$5.28K - $5.39K
|
302
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-125- 2.62% |
$5.95K - $6.07K
|
4.65K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-128- 1.5% |
$6.09K - $6.22K
|
8.38K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-140- 0.66% |
$6.66K - $6.8K
|
21K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 50.0% |
$7.14K - $7.28K
|
150
$7.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-167- 5.06% |
$7.95K - $8.11K
|
3.14K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-172- 0.22% |
$8.18K - $8.35K
|
76.9K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-177- 0.37% |
$8.42K - $8.6K
|
48.2K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-179- 0.38% |
$8.52K - $8.69K
|
46.8K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 1.04% |
$9.52K - $9.71K
|
19K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-208- 4.56% |
$9.9K - $10.1K
|
4.36K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-210- 1.42% |
$9.99K - $10.2K
|
14.6K
$704K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-250- 2.74% |
$11.9K - $12.1K
|
8.87K
$427K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-260- 1.29% |
$12.4K - $12.6K
|
19.8K
$955K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-281- 4.24% |
$13.4K - $13.6K
|
6.35K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-330- 1.49% |
$15.7K - $16K
|
21.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-367- 0.87% |
$17.5K - $17.8K
|
41.9K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-400- 86.21% |
$19K - $19.4K
|
64
$3.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-418- 1.4% |
$19.9K - $20.3K
|
29.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-421- 6.26% |
$20K - $20.4K
|
6.3K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-451- 0.67% |
$21.5K - $21.9K
|
67.4K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-502- 1.83% |
$23.9K - $24.4K
|
26.9K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-534- 9.97% |
$25.4K - $25.9K
|
4.82K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-577- 2.76% |
$27.5K - $28K
|
20.3K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-632- 5.0% |
$30.1K - $30.7K
|
12K
$577K
|