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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36.2K- 59.53% |
$1.69M - $1.72M
|
24.6K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.2K- 41.31% |
$1.79M - $1.81M
|
54.2K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.2K- 56.52% |
$1.83M - $1.86M
|
30.1K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40.2K- 71.54% |
$1.88M - $1.91M
|
16K
$766K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-59.2K- 90.69% |
$2.77M - $2.81M
|
6.08K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-77K- 62.08% |
$3.61M - $3.65M
|
47K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-78.6K- 79.38% |
$3.68M - $3.73M
|
20.4K
$977K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-90.5K- 13.82% |
$4.24M - $4.3M
|
564K
$27M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-94.6K- 60.4% |
$4.43M - $4.49M
|
62K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.7K- 35.23% |
$4.43M - $4.49M
|
174K
$8.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-101K- 3.13% |
$4.72M - $4.78M
|
3.12M
$149M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-127K- 91.56% |
$5.95M - $6.03M
|
11.7K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-133K- 63.88% |
$6.24M - $6.33M
|
75.4K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199K- 26.97% |
$9.33M - $9.45M
|
539K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-202K- 38.62% |
$9.47M - $9.6M
|
321K
$15.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-305K- 94.73% |
$14.3M - $14.5M
|
17K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-456K- 83.89% |
$21.4M - $21.7M
|
87.6K
$4.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21M- 63.58% |
$56.7M - $57.4M
|
693K
$33.2M
|