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
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-36K- 1.15% |
$1.7M - $1.72M
|
3.1M
$149M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36.1K- 37.24% |
$1.7M - $1.72M
|
60.8K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41K- 61.84% |
$1.93M - $1.95M
|
25.3K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-41.1K- 26.87% |
$1.94M - $1.96M
|
112K
$5.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-42.9K- 31.72% |
$2.03M - $2.05M
|
92.4K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.1K- 15.53% |
$2.22M - $2.25M
|
256K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-50.9K- 15.68% |
$2.4M - $2.43M
|
274K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-51.5K- 16.04% |
$2.43M - $2.46M
|
270K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-51.9K- 31.58% |
$2.45M - $2.48M
|
112K
$5.38M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-53K- 92.14% |
$2.5M - $2.53M
|
4.53K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.5K- 10.88% |
$2.52M - $2.55M
|
438K
$21M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-64K- 85.73% |
$3.02M - $3.05M
|
10.7K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.6K- 9.35% |
$3.19M - $3.23M
|
655K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.2K- 21.87% |
$4.21M - $4.26M
|
319K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-129K- 29.69% |
$6.1M - $6.18M
|
306K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-144K- 13.22% |
$6.78M - $6.87M
|
944K
$45.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-163K- 71.45% |
$7.71M - $7.8M
|
65.3K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-193K- 55.16% |
$9.09M - $9.2M
|
157K
$7.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-213K- 20.09% |
$10M - $10.2M
|
847K
$40.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-234K- 70.38% |
$11.1M - $11.2M
|
98.6K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-329K- 18.5% |
$15.5M - $15.7M
|
1.45M
$69.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-531K- 14.16% |
$25M - $25.3M
|
3.22M
$154M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-804K- 55.5% |
$37.9M - $38.4M
|
645K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-804K- 55.5% |
$37.9M - $38.4M
|
645K
$30.9M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.13M- 46.34% |
$53.4M - $54.1M
|
1.31M
$62.8M
|