Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.06K+ 1.27% |
$97K - $98.1K
|
164K
$7.9M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
2.02KNew |
$95K - $96.2K
|
2.02K
$96.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2K+ 27.78% |
$94.3K - $95.5K
|
9.2K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
1.95KNew |
$92.1K - $93.2K
|
1.95K
$93.8K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.93K+ 6.5% |
$91.1K - $92.2K
|
31.6K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.92K+ 3.1% |
$90.6K - $91.7K
|
63.9K
$3.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.81K+ 14.15% |
$85.4K - $86.4K
|
14.6K
$702K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.8K+ 42.16% |
$85K - $86K
|
6.08K
$292K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.61K+ 2.02% |
$76.1K - $77K
|
81.5K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.59K+ 15.85% |
$74.9K - $75.8K
|
11.6K
$557K
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.58K+ 5.05% |
$74.7K - $75.6K
|
33K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55KNew |
$73K - $73.8K
|
1.55K
$74.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 399.21% |
$71.9K - $72.8K
|
1.91K
$91.6K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.42K+ 2.93% |
$66.7K - $67.5K
|
49.8K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.41K+ 3.26% |
$66.5K - $67.3K
|
44.6K
$2.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.36K+ 0.93% |
$64.3K - $65.1K
|
148K
$7.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.35KNew |
$63.7K - $64.4K
|
1.35K
$64.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.35K+ 2.31% |
$63.4K - $64.2K
|
59.5K
$2.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.26K+ 14.45% |
$59.6K - $60.3K
|
10K
$481K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.24K+ 3.73% |
$58.3K - $59K
|
34.4K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11KNew |
$52.5K - $53.2K
|
1.11K
$53.5K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.1K+ 1.1% |
$52.1K - $52.7K
|
101K
$4.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 6.91% |
$51.2K - $51.8K
|
16.8K
$807K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1K+ 14.54% |
$47.2K - $47.7K
|
7.88K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
996+ 2.29% |
$47K - $47.5K
|
44.5K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
975New |
$46K - $46.5K
|
975
$46.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
924+ 13.4% |
$43.6K - $44.1K
|
7.82K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
879+ 1.93% |
$41.5K - $42K
|
46.3K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
773+ 1.7% |
$36.5K - $36.9K
|
46.3K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
760+ 3.09% |
$35.8K - $36.3K
|
25.3K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
711+ 3.8% |
$33.5K - $33.9K
|
19.4K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
665+ 7.32% |
$31.4K - $31.7K
|
9.75K
$468K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
623+ 1.42% |
$29.4K - $29.7K
|
44.5K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
585+ 1.56% |
$27.6K - $27.9K
|
38.1K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
584+ 1.69% |
$27.5K - $27.9K
|
35.2K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
550+ 12.67% |
$25.9K - $26.3K
|
4.89K
$235K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
534+ 0.51% |
$25.2K - $25.5K
|
106K
$5.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
525+ 102.34% |
$24.8K - $25.1K
|
1.04K
$49.9K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
489+ 0.57% |
$23.1K - $23.3K
|
85.7K
$4.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
480+ 1.7% |
$22.6K - $22.9K
|
28.7K
$1.38M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
465+ 163.16% |
$21.9K - $22.2K
|
750
$36K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
437New |
$20.6K - $20.9K
|
437
$21K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
432+ 2.79% |
$20.4K - $20.6K
|
15.9K
$765K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 1312.5% |
$19.8K - $20K
|
452
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
398+ 1.39% |
$18.8K - $19K
|
29K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
314+ 1.66% |
$14.8K - $15K
|
19.2K
$923K
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
312+ 4.49% |
$14.7K - $14.9K
|
7.26K
$349K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
296New |
$14K - $14.1K
|
296
$14.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
263+ 1.62% |
$12.4K - $12.6K
|
16.5K
$791K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
207+ 0.64% |
$9.76K - $9.88K
|
32.4K
$1.56M
|