Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.8K- 10.89% |
$4.2M - $4.34M
|
734K
$35.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-102K- 85.58% |
$4.77M - $4.93M
|
17.2K
$823K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-102K- 27.99% |
$4.79M - $4.94M
|
263K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123K- 10.97% |
$5.74M - $5.93M
|
996K
$47.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-124K- 22.01% |
$5.8M - $5.99M
|
439K
$21M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-128K- 93.17% |
$6M - $6.2M
|
9.41K
$450K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-142KClosed |
$6.63M - $6.84M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-147K- 48.21% |
$6.89M - $7.11M
|
158K
$7.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-155K- 13.24% |
$7.27M - $7.51M
|
1.02M
$48.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-158K- 54.94% |
$7.38M - $7.62M
|
129K
$6.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-159K- 9.74% |
$7.42M - $7.67M
|
1.47M
$70.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-165K- 96.18% |
$7.71M - $7.96M
|
6.54K
$313K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-181KClosed |
$8.48M - $8.75M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-189KClosed |
$8.86M - $9.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-203KClosed |
$9.49M - $9.8M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-203K- 51.77% |
$9.52M - $9.83M
|
190K
$9.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-217K- 99.73% |
$10.1M - $10.5M
|
598
$28.6K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-226K- 64.42% |
$10.6M - $10.9M
|
125K
$5.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-233K- 51.37% |
$10.9M - $11.3M
|
221K
$10.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-246K- 84.41% |
$11.5M - $11.9M
|
45.4K
$2.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-272K- 89.04% |
$12.7M - $13.1M
|
33.4K
$1.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-277KClosed |
$13M - $13.4M
|
0
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 10.97% |
$13.6M - $14.1M
|
2.36M
$113M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 10.97% |
$13.6M - $14.1M
|
2.36M
$113M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-298K- 53.35% |
$13.9M - $14.4M
|
261K
$12.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-341K- 18.79% |
$16M - $16.5M
|
1.48M
$70.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-349K- 75.97% |
$16.3M - $16.9M
|
110K
$5.29M
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-377KClosed |
$17.7M - $18.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-407KClosed |
$19.1M - $19.7M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-415K- 96.87% |
$19.4M - $20M
|
13.4K
$642K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-426K- 15.04% |
$19.9M - $20.6M
|
2.41M
$115M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-466KClosed |
$21.8M - $22.5M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-571K- 98.71% |
$26.7M - $27.6M
|
7.45K
$357K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-689K- 44.89% |
$32.2M - $33.3M
|
846K
$40.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-918K- 20.25% |
$42.9M - $44.3M
|
3.61M
$173M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.97M- 45.12% |
$279M - $288M
|
7.26M
$347M
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-24.5M- 96.65% |
$1.14B - $1.18B
|
848K
$40.6M
|