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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-7.63KClosed |
$368K - $384K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.64K- 23.42% |
$369K - $384K
|
25K
$1.2M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-7.83K- 3.26% |
$378K - $394K
|
233K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-7.87K- 7.74% |
$380K - $396K
|
93.9K
$4.5M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-8.22K- 7.83% |
$397K - $414K
|
96.8K
$4.64M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.37K- 2.4% |
$404K - $421K
|
340K
$16.3M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.38K- 30.68% |
$404K - $422K
|
18.9K
$906K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.6KClosed |
$415K - $433K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.01K- 38.42% |
$435K - $454K
|
14.4K
$692K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.05K- 3.06% |
$437K - $456K
|
287K
$13.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-9.13K- 18.8% |
$441K - $460K
|
39.4K
$1.89M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.53K- 6.27% |
$460K - $480K
|
142K
$6.82M
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-11.1KClosed |
$535K - $558K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-11.3K- 50.99% |
$544K - $567K
|
10.8K
$518K
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-12.4K- 5.06% |
$598K - $624K
|
232K
$11.1M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-12.5KClosed |
$603K - $629K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.5K- 17.59% |
$605K - $631K
|
58.7K
$2.81M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 16.63% |
$644K - $672K
|
66.9K
$3.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-13.7K- 4.51% |
$664K - $692K
|
291K
$13.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.8K- 1.21% |
$664K - $693K
|
1.12M
$53.6M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 58.19% |
$670K - $699K
|
9.98K
$478K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.6K- 3.11% |
$703K - $733K
|
453K
$21.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-14.6K- 16.75% |
$704K - $734K
|
72.4K
$3.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-15K- 5.0% |
$723K - $754K
|
284K
$13.6M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-16.7K- 14.3% |
$806K - $840K
|
100K
$4.79M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.9K- 5.12% |
$817K - $852K
|
314K
$15M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 10.25% |
$910K - $949K
|
165K
$7.9M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.4K- 80.26% |
$938K - $979K
|
4.78K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-22K- 66.44% |
$1.06M - $1.11M
|
11.1K
$532K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 1.43% |
$1.08M - $1.12M
|
1.54M
$73.5M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.8K- 11.42% |
$1.1M - $1.15M
|
177K
$8.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-23.8K- 78.61% |
$1.15M - $1.2M
|
6.48K
$310K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.8K- 51.79% |
$1.29M - $1.35M
|
25K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-28.3K- 7.19% |
$1.37M - $1.43M
|
366K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-29KClosed |
$1.4M - $1.46M
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.1K- 31.52% |
$1.55M - $1.62M
|
69.7K
$3.34M
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-33.4K- 77.06% |
$1.61M - $1.68M
|
9.93K
$476K
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-35.6K- 16.41% |
$1.72M - $1.79M
|
181K
$8.68M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.7KClosed |
$1.72M - $1.8M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36.8KClosed |
$1.78M - $1.85M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39K- 1.45% |
$1.88M - $1.96M
|
2.65M
$127M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.5KClosed |
$1.91M - $1.99M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-43.3K- 42.29% |
$2.09M - $2.18M
|
59.1K
$2.83M
|
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-46.5KClosed |
$2.24M - $2.34M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48.1K- 1.34% |
$2.32M - $2.42M
|
3.53M
$169M
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-53.7KClosed |
$2.59M - $2.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-54.9K- 35.54% |
$2.65M - $2.76M
|
99.5K
$4.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-61.4K- 13.52% |
$2.97M - $3.09M
|
393K
$18.8M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70.4K- 39.4% |
$3.4M - $3.55M
|
108K
$5.19M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-73.5K- 97.81% |
$3.55M - $3.7M
|
1.65K
$78.8K
|