Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-35.8K- 49.65% |
$1.65M - $1.69M
|
36.3K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.9K- 32.3% |
$1.66M - $1.7M
|
75.3K
$3.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-37.6K- 11.27% |
$1.73M - $1.78M
|
296K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-38K- 1.59% |
$1.75M - $1.8M
|
2.35M
$113M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38.7K- 20.68% |
$1.79M - $1.83M
|
149K
$7.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-39.8K- 34.58% |
$1.83M - $1.88M
|
75.2K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-40.1K- 52.36% |
$1.85M - $1.9M
|
36.5K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-50.8K- 90.74% |
$2.35M - $2.4M
|
5.19K
$249K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-61K- 13.17% |
$2.82M - $2.88M
|
402K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-61.3K- 10.62% |
$2.83M - $2.9M
|
516K
$24.8M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-64.6K- 7.5% |
$2.98M - $3.05M
|
796K
$38.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-69.3K- 28.42% |
$3.2M - $3.28M
|
174K
$8.38M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-69.9K- 56.33% |
$3.23M - $3.3M
|
54.2K
$2.6M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-73.4K- 30.82% |
$3.39M - $3.47M
|
165K
$7.91M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-74.7K- 79.18% |
$3.45M - $3.53M
|
19.6K
$942K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75.3K- 25.02% |
$3.48M - $3.56M
|
226K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-82.5K- 20.42% |
$3.81M - $3.9M
|
321K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99.3K- 46.3% |
$4.58M - $4.69M
|
115K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100K- 16.27% |
$4.63M - $4.74M
|
516K
$24.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 14.98% |
$4.7M - $4.81M
|
578K
$27.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-113K- 8.02% |
$5.22M - $5.34M
|
1.3M
$62.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-115K- 89.09% |
$5.31M - $5.44M
|
14.1K
$676K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-126K- 9.43% |
$5.81M - $5.95M
|
1.21M
$58M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-131K- 90.86% |
$6.05M - $6.2M
|
13.2K
$634K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-137K- 21.95% |
$6.31M - $6.46M
|
486K
$23.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-141K- 38.09% |
$6.5M - $6.66M
|
229K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-145K- 17.72% |
$6.7M - $6.86M
|
674K
$32.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146K- 15.74% |
$6.73M - $6.9M
|
781K
$37.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-149K- 82.97% |
$6.86M - $7.03M
|
30.5K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-169K- 78.04% |
$7.79M - $7.98M
|
47.5K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171K- 30.16% |
$7.88M - $8.07M
|
395K
$19M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-221K- 98.03% |
$10.2M - $10.4M
|
4.44K
$213K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-276K- 84.28% |
$12.7M - $13M
|
51.5K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-279K- 14.11% |
$12.9M - $13.2M
|
1.7M
$81.6M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-392K- 88.4% |
$18.1M - $18.5M
|
51.4K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-516K- 86.22% |
$23.8M - $24.4M
|
82.5K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-555K- 34.6% |
$25.6M - $26.2M
|
1.05M
$50.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-621K- 26.63% |
$28.7M - $29.4M
|
1.71M
$82.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-640K- 89.86% |
$29.6M - $30.3M
|
72.3K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-767K- 37.23% |
$35.4M - $36.3M
|
1.29M
$62.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-789K- 29.19% |
$36.4M - $37.3M
|
1.91M
$91.9M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.05M- 76.9% |
$48.3M - $49.5M
|
315K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78M- 39.85% |
$82M - $84M
|
2.68M
$129M
|