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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-292- 4.8% |
$13.8K - $13.9K
|
5.79K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-303- 20.15% |
$14.3K - $14.5K
|
1.2K
$57.7K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-322- 2.23% |
$15.2K - $15.4K
|
14.1K
$678K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-339- 1.52% |
$16K - $16.2K
|
21.9K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-352- 5.88% |
$16.6K - $16.8K
|
5.64K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-363- 2.11% |
$17.1K - $17.3K
|
16.8K
$807K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-380- 1.07% |
$17.9K - $18.1K
|
35.2K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-394- 5.34% |
$18.6K - $18.8K
|
6.98K
$335K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-400- 3.49% |
$18.9K - $19.1K
|
11.1K
$531K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-424- 6.77% |
$20K - $20.2K
|
5.84K
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-449- 1.82% |
$21.2K - $21.4K
|
24.2K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-460- 61.74% |
$21.7K - $22K
|
285
$13.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-484- 1.05% |
$22.8K - $23.1K
|
45.5K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-500- 0.38% |
$23.6K - $23.9K
|
132K
$6.33M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 10.72% |
$24.1K - $24.4K
|
4.26K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-523- 8.61% |
$24.7K - $25K
|
5.55K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-584- 99.83% |
$27.5K - $27.9K
|
1
$48
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-586- 93.46% |
$27.6K - $28K
|
41
$1.97K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-598- 1.23% |
$28.2K - $28.5K
|
47.9K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-602- 2.96% |
$28.4K - $28.7K
|
19.7K
$947K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-643- 6.04% |
$30.3K - $30.7K
|
10K
$481K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-667- 0.89% |
$31.5K - $31.8K
|
74.6K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-668- 0.38% |
$31.5K - $31.9K
|
177K
$8.48M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-686- 6.4% |
$32.4K - $32.7K
|
10K
$482K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-705- 7.39% |
$33.2K - $33.6K
|
8.83K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-813- 2.97% |
$38.3K - $38.8K
|
26.5K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-818- 2.4% |
$38.6K - $39K
|
33.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-843- 1.1% |
$39.8K - $40.2K
|
75.9K
$3.65M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-885- 76.96% |
$41.7K - $42.2K
|
265
$12.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-979- 0.59% |
$46.2K - $46.7K
|
164K
$7.89M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.05K- 2.57% |
$49.4K - $50K
|
39.7K
$1.91M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.09K- 8.56% |
$51.5K - $52.1K
|
11.7K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 0.81% |
$56.3K - $56.9K
|
145K
$6.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.34K- 12.52% |
$63.1K - $63.9K
|
9.36K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.46K- 18.65% |
$68.7K - $69.5K
|
6.36K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.48K- 2.78% |
$69.8K - $70.6K
|
51.8K
$2.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.5K- 6.25% |
$70.6K - $71.5K
|
22.5K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.5K- 11.11% |
$70.9K - $71.8K
|
12K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.6K- 18.16% |
$75.6K - $76.5K
|
7.22K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.7K- 1.03% |
$80.1K - $81K
|
162K
$7.8M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.71K- 19.14% |
$80.6K - $81.6K
|
7.23K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.81K- 31.0% |
$85.5K - $86.5K
|
4.03K
$194K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.82K- 3.6% |
$85.9K - $87K
|
48.8K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.06K- 10.14% |
$97.3K - $98.5K
|
18.3K
$879K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.07K- 7.02% |
$97.7K - $98.9K
|
27.4K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.11K- 25.85% |
$99.4K - $101K
|
6.05K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.31K- 8.75% |
$109K - $110K
|
24K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.33K- 6.24% |
$110K - $111K
|
35K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.53K- 4.77% |
$119K - $121K
|
50.5K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.54K- 2.52% |
$120K - $121K
|
98.3K
$4.72M
|