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 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-298- 2.53% |
$14K - $14.1K
|
11.5K
$551K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 50.0% |
$14.1K - $14.2K
|
300
$14.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-308- 2.04% |
$14.4K - $14.6K
|
14.8K
$709K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-349- 31.33% |
$16.3K - $16.6K
|
765
$36.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-353- 0.16% |
$16.5K - $16.8K
|
224K
$10.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-365- 6.94% |
$17.1K - $17.3K
|
4.9K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-390- 6.92% |
$18.3K - $18.5K
|
5.25K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-394- 1.3% |
$18.5K - $18.7K
|
29.9K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-420- 92.92% |
$19.7K - $19.9K
|
32
$1.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-458- 0.47% |
$21.5K - $21.7K
|
97.9K
$4.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-466- 62.13% |
$21.8K - $22.1K
|
284
$13.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-508- 0.42% |
$23.8K - $24.1K
|
120K
$5.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-514- 49.52% |
$24.1K - $24.4K
|
524
$25.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-579- 0.12% |
$27.1K - $27.5K
|
482K
$23.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-667- 12.85% |
$31.2K - $31.7K
|
4.52K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.22% |
$33.5K - $34K
|
57.9K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-736- 1.42% |
$34.5K - $34.9K
|
51.1K
$2.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-737- 0.02% |
$34.5K - $35K
|
3.1M
$149M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-763- 14.76% |
$35.7K - $36.2K
|
4.41K
$211K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-835- 4.97% |
$39.1K - $39.6K
|
16K
$764K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-841- 10.68% |
$39.4K - $39.9K
|
7.04K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-880- 4.81% |
$41.2K - $41.8K
|
17.4K
$834K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-900- 17.01% |
$42.2K - $42.7K
|
4.39K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-900- 8.2% |
$42.2K - $42.7K
|
10.1K
$483K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-926- 9.92% |
$43.4K - $43.9K
|
8.41K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.03K- 14.2% |
$48K - $48.6K
|
6.19K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.07K- 16.66% |
$50.1K - $50.8K
|
5.35K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.13K- 7.74% |
$52.9K - $53.6K
|
13.5K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.15K- 4.15% |
$53.6K - $54.3K
|
26.5K
$1.27M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.19K- 17.25% |
$55.6K - $56.3K
|
5.7K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.19K- 1.42% |
$55.6K - $56.4K
|
82.4K
$3.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.23K- 3.29% |
$57.4K - $58.1K
|
36K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.31K- 0.54% |
$61.5K - $62.3K
|
241K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.35K- 4.05% |
$63.2K - $64K
|
31.9K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 15.98% |
$64.9K - $65.8K
|
7.29K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 74.41% |
$66.5K - $67.3K
|
488
$23.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.44K- 14.03% |
$67.6K - $68.5K
|
8.84K
$423K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.47K- 10.06% |
$68.9K - $69.8K
|
13.2K
$630K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.51K- 6.33% |
$70.6K - $71.5K
|
22.3K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.51K- 3.1% |
$70.9K - $71.8K
|
47.2K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.57K- 3.52% |
$73.4K - $74.4K
|
43K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.66K- 0.94% |
$77.7K - $78.7K
|
175K
$8.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.66K- 1.19% |
$77.8K - $78.8K
|
137K
$6.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.72K- 10.22% |
$80.5K - $81.5K
|
15.1K
$723K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.87K- 10.71% |
$87.4K - $88.6K
|
15.6K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.05K- 17.04% |
$96.1K - $97.3K
|
9.99K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09K- 8.64% |
$97.8K - $99.1K
|
22.1K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.12K- 10.75% |
$99.2K - $101K
|
17.6K
$843K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.26K- 22.96% |
$106K - $107K
|
7.58K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.37K- 6.72% |
$111K - $112K
|
32.8K
$1.57M
|