Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.42K+ 23.42% |
$66.3K - $67.2K
|
7.46K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.37K+ 3.72% |
$64K - $64.8K
|
38K
$1.82M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.36K+ 2.69% |
$63.6K - $64.4K
|
51.9K
$2.48M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.31K+ 30.48% |
$61.5K - $62.3K
|
5.62K
$269K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$56K - $56.7K
|
1.2K
$57.2K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
1.13K+ 4.47% |
$53.1K - $53.8K
|
26.5K
$1.27M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.06KNew |
$49.5K - $50.2K
|
1.06K
$50.6K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
918New |
$43K - $43.6K
|
918
$44K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
883+ 5.86% |
$41.4K - $41.9K
|
16K
$764K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
872+ 3.88% |
$40.8K - $41.4K
|
23.3K
$1.12M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
805+ 0.94% |
$37.7K - $38.2K
|
86.5K
$4.14M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
805+ 0.91% |
$37.7K - $38.2K
|
89.7K
$4.29M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
804+ 386.54% |
$37.7K - $38.2K
|
1.01K
$48.5K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
794+ 4.79% |
$37.2K - $37.7K
|
17.4K
$832K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
726+ 60.45% |
$34K - $34.5K
|
1.93K
$92.3K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
658+ 8.41% |
$30.8K - $31.2K
|
8.48K
$406K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
643+ 3.0% |
$30.1K - $30.5K
|
22.1K
$1.06M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
632+ 6.31% |
$29.6K - $30K
|
10.6K
$510K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
623New |
$29.2K - $29.6K
|
623
$29.8K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
604+ 2.41% |
$28.3K - $28.7K
|
25.7K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
598+ 4.51% |
$28K - $28.4K
|
13.9K
$664K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
595+ 113.33% |
$27.9K - $28.2K
|
1.12K
$53.6K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
577+ 1.51% |
$27K - $27.4K
|
38.7K
$1.85M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
514+ 0.84% |
$24.1K - $24.4K
|
61.6K
$2.95M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
480New |
$22.5K - $22.8K
|
480
$23K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
330+ 0.74% |
$15.5K - $15.7K
|
45K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
326+ 77.07% |
$15.3K - $15.5K
|
749
$35.9K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
318+ 7.88% |
$14.9K - $15.1K
|
4.35K
$208K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
310New |
$14.5K - $14.7K
|
310
$14.8K
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
307+ 0.95% |
$14.4K - $14.6K
|
32.7K
$1.57M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
222+ 1.57% |
$10.4K - $10.5K
|
14.3K
$687K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
220+ 3.45% |
$10.3K - $10.4K
|
6.6K
$316K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
211+ 2.25% |
$9.88K - $10K
|
9.57K
$458K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
184+ 3.04% |
$8.62K - $8.73K
|
6.23K
$298K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
174+ 1.06% |
$8.15K - $8.26K
|
16.6K
$797K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
172+ 9.48% |
$8.06K - $8.16K
|
1.99K
$95.2K
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
163+ 0.57% |
$7.63K - $7.74K
|
28.8K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
160+ 500.0% |
$7.49K - $7.59K
|
192
$9.19K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 3.26% |
$6.89K - $6.98K
|
4.66K
$223K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
118+ 20.1% |
$5.53K - $5.6K
|
705
$33.8K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
118+ 0.95% |
$5.53K - $5.6K
|
12.5K
$598K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
109+ 0.42% |
$5.11K - $5.17K
|
26.3K
$1.26M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
105+ 72.92% |
$4.92K - $4.98K
|
249
$11.9K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
101New |
$4.73K - $4.79K
|
101
$4.84K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94+ 9400.0% |
$4.4K - $4.46K
|
95
$4.55K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
83+ 0.95% |
$3.89K - $3.94K
|
8.86K
$424K
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
80+ 0.69% |
$3.75K - $3.8K
|
11.8K
$563K
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
72+ 1.47% |
$3.37K - $3.42K
|
4.96K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
68+ 0.13% |
$3.19K - $3.23K
|
51.2K
$2.45M
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
65+ 0.19% |
$3.04K - $3.08K
|
34.5K
$1.65M
|