Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.3K+ 8.12% |
$1.27M - $1.32M
|
350K
$16.8M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
26.2K+ 9.38% |
$1.26M - $1.32M
|
305K
$14.6M
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
25.2K+ 5.79% |
$1.22M - $1.27M
|
460K
$22M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25.2K+ 14.48% |
$1.22M - $1.27M
|
199K
$9.53M
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
24.5KNew |
$1.18M - $1.23M
|
24.5K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 4.2% |
$1.17M - $1.22M
|
602K
$28.8M
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
24K+ 27.23% |
$1.16M - $1.21M
|
112K
$5.38M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
23.8K+ 48.79% |
$1.15M - $1.2M
|
72.5K
$3.47M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
23.5K+ 2.0% |
$1.14M - $1.18M
|
1.2M
$57.3M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.6K+ 2.82% |
$1.09M - $1.14M
|
824K
$39.5M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22K+ 12.41% |
$1.06M - $1.11M
|
200K
$9.56M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.2K+ 45.42% |
$1.03M - $1.07M
|
68K
$3.26M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.5K+ 17.55% |
$990K - $1.03M
|
137K
$6.58M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 4.33% |
$933K - $973K
|
466K
$22.3M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
19.1K+ 7.41% |
$922K - $962K
|
277K
$13.3M
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
18K+ 46.42% |
$871K - $909K
|
56.9K
$2.73M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 39.32% |
$849K - $886K
|
62.3K
$2.98M
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
17.4K+ 3.76% |
$839K - $875K
|
480K
$23M
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
16.8K+ 4.74% |
$813K - $848K
|
372K
$17.8M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 33.7% |
$806K - $841K
|
66.2K
$3.17M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.8K+ 18.74% |
$762K - $795K
|
100K
$4.79M
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
15.4K+ 8.0% |
$742K - $774K
|
207K
$9.94M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.4K+ 2.56% |
$696K - $726K
|
579K
$27.7M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
14.3K+ 94.24% |
$691K - $721K
|
29.5K
$1.41M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
13.6K+ 2.71% |
$659K - $687K
|
517K
$24.8M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
13.6K+ 56.4% |
$657K - $685K
|
37.7K
$1.81M
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13K+ 20.78% |
$627K - $655K
|
75.5K
$3.62M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 4.36% |
$616K - $642K
|
305K
$14.6M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.5KNew |
$603K - $629K
|
12.5K
$598K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12.3K+ 5.3% |
$594K - $620K
|
244K
$11.7M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.7KNew |
$564K - $588K
|
11.7K
$559K
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
11.5KNew |
$555K - $579K
|
11.5K
$550K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 0.08% |
$524K - $547K
|
13.2M
$633M
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
10.6KNew |
$514K - $536K
|
10.6K
$510K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.5KNew |
$509K - $531K
|
10.5K
$505K
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
10.2K+ 4.13% |
$494K - $515K
|
258K
$12.4M
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
9.56K+ 2.22% |
$461K - $481K
|
440K
$21.1M
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
9.31K+ 2.22% |
$449K - $469K
|
428K
$20.5M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.92K+ 48.59% |
$431K - $449K
|
27.3K
$1.31M
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.47K+ 1.87% |
$409K - $427K
|
462K
$22.1M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.4K+ 3.61% |
$405K - $423K
|
241K
$11.5M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.33K+ 3.98% |
$402K - $420K
|
218K
$10.4M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
8.19K+ 36.02% |
$395K - $412K
|
30.9K
$1.48M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.11KNew |
$392K - $409K
|
8.11K
$389K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.49K+ 6.7% |
$362K - $377K
|
119K
$5.71M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
7.47KNew |
$361K - $376K
|
7.47K
$358K
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.95K+ 1.11% |
$335K - $350K
|
631K
$30.2M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.42K+ 19.1% |
$310K - $323K
|
40.1K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.4K+ 3.26% |
$309K - $322K
|
203K
$9.71M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.2KNew |
$299K - $312K
|
6.2K
$297K
|