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 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
63+ 2.5% |
$2.95K - $2.99K
|
2.58K
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
60+ 0.13% |
$2.81K - $2.85K
|
46.4K
$2.22M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$2.67K - $2.71K
|
57
$2.73K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 0.87% |
$2.58K - $2.61K
|
6.41K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
54+ 0.34% |
$2.53K - $2.56K
|
16.1K
$772K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 200.0% |
$2.25K - $2.28K
|
72
$3.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47+ 0.11% |
$2.2K - $2.23K
|
43.8K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
43+ 0.62% |
$2.01K - $2.04K
|
7.03K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
43+ 0.66% |
$2.01K - $2.04K
|
6.52K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
37+ 4.12% |
$1.73K - $1.76K
|
936
$44.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.5K - $1.52K
|
32
$1.53K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29+ 0.5% |
$1.36K - $1.38K
|
5.81K
$278K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26New |
$1.22K - $1.23K
|
26
$1.25K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22+ 0.4% |
$1.03K - $1.04K
|
5.49K
$263K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19+ 0.05% |
$890 - $902
|
34.6K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 14.14% |
$656 - $664
|
113
$5.41K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
14+ 0.09% |
$656 - $664
|
15.9K
$764K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 0.11% |
$468 - $475
|
8.87K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8+ 0.84% |
$375 - $380
|
959
$45.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8+ 0.01% |
$375 - $380
|
105K
$5.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5+ 0.05% |
$234 - $237
|
9.21K
$441K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.92% |
$187 - $190
|
441
$21.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.0% |
$46.8 - $47.5
|
27.4K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-6- 0.27% |
$281 - $285
|
2.24K
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6- 0.14% |
$281 - $285
|
4.34K
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-7- 0.13% |
$328 - $332
|
5.28K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9- 0.05% |
$422 - $427
|
19.6K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16- 0.02% |
$749 - $759
|
74.2K
$3.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.49% |
$937 - $949
|
1.32K
$63.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-25- 4.83% |
$1.17K - $1.19K
|
493
$23.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-28- 0.1% |
$1.31K - $1.33K
|
28.9K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-36- 0.5% |
$1.69K - $1.71K
|
7.22K
$346K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 3.61% |
$2.34K - $2.37K
|
1.34K
$63.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 4.62% |
$2.72K - $2.75K
|
1.2K
$57.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-61- 0.45% |
$2.86K - $2.9K
|
13.6K
$651K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-75- 0.75% |
$3.51K - $3.56K
|
9.93K
$476K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-77- 0.77% |
$3.61K - $3.65K
|
9.95K
$477K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 1.34% |
$3.65K - $3.7K
|
5.76K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-89- 0.2% |
$4.17K - $4.22K
|
43.4K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-100- 0.08% |
$4.68K - $4.75K
|
132K
$6.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-152- 3.18% |
$7.12K - $7.21K
|
4.63K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-177- 3.06% |
$8.29K - $8.4K
|
5.61K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-186- 0.39% |
$8.71K - $8.83K
|
47.7K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-200- 0.91% |
$9.37K - $9.49K
|
21.7K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-205- 3.69% |
$9.6K - $9.73K
|
5.35K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-242- 27.25% |
$11.3K - $11.5K
|
646
$30.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-245- 0.49% |
$11.5K - $11.6K
|
49.5K
$2.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-263- 1.62% |
$12.3K - $12.5K
|
15.9K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-275- 92.91% |
$12.9K - $13.1K
|
21
$1.01K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-275- 4.53% |
$12.9K - $13.1K
|
5.8K
$278K
|