Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91+ 1.11% |
$4.18K - $4.36K
|
8.28K
$398K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 1.38% |
$3.9K - $4.07K
|
6.24K
$300K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.35K - $3.5K
|
73
$3.51K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
62+ 0.46% |
$2.85K - $2.97K
|
13.6K
$655K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
49+ 0.85% |
$2.25K - $2.35K
|
5.81K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42New |
$1.93K - $2.01K
|
42
$2.02K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
35+ 0.29% |
$1.61K - $1.68K
|
12K
$576K
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
28+ 0.29% |
$1.29K - $1.34K
|
9.72K
$467K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$919 - $958
|
9.54K
$458K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
11+ 0.02% |
$505 - $527
|
46.2K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.49% |
$230 - $240
|
1.02K
$49K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
3+ 0.05% |
$138 - $144
|
6.39K
$307K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.38% |
$138 - $144
|
792
$38K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$138 - $144
|
568
$27.3K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.4% |
$91.9 - $95.8
|
502
$24.1K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.3% |
$91.9 - $95.8
|
660
$31.7K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.27% |
$45.9 - $47.9
|
372
$17.9K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.01% |
$45.9 - $47.9
|
17.2K
$826K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.63% |
$45.9 - $47.9
|
160
$7.68K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.41% |
$45.9 - $47.9
|
243
$11.7K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 2.13% |
$138 - $144
|
138
$6.63K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5- 0.02% |
$230 - $240
|
20.4K
$981K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 2.13% |
$230 - $240
|
230
$11K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 0.93% |
$413 - $431
|
960
$46.1K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-34- 0.16% |
$1.56K - $1.63K
|
20.9K
$1M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-67- 0.61% |
$3.08K - $3.21K
|
10.9K
$522K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-73- 12.41% |
$3.35K - $3.5K
|
515
$24.7K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-90- 0.86% |
$4.13K - $4.31K
|
10.4K
$500K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-91- 1.98% |
$4.18K - $4.36K
|
4.5K
$216K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-91- 34.21% |
$4.18K - $4.36K
|
175
$8.41K
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.12% |
$4.59K - $4.79K
|
4.62K
$222K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-123- 5.29% |
$5.65K - $5.89K
|
2.2K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-174- 2.75% |
$7.99K - $8.33K
|
6.15K
$296K
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-200- 0.09% |
$9.19K - $9.58K
|
230K
$11M
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-213- 7.99% |
$9.78K - $10.2K
|
2.45K
$118K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-250- 79.11% |
$11.5K - $12K
|
66
$3.17K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-272- 0.8% |
$12.5K - $13K
|
33.9K
$1.63M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-312- 3.6% |
$14.3K - $14.9K
|
8.34K
$401K
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-325- 5.88% |
$14.9K - $15.6K
|
5.2K
$250K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-361- 6.02% |
$16.6K - $17.3K
|
5.64K
$271K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-367- 2.71% |
$16.9K - $17.6K
|
13.2K
$633K
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
SELL
|
- |
-445- 4.67% |
$20.4K - $21.3K
|
9.09K
$436K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-492- 23.26% |
$22.6K - $23.6K
|
1.62K
$78K
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-510- 3.16% |
$23.4K - $24.4K
|
15.6K
$749K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-520- 0.68% |
$23.9K - $24.9K
|
75.6K
$3.63M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-520- 0.68% |
$23.9K - $24.9K
|
75.6K
$3.63M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-550- 6.16% |
$25.3K - $26.3K
|
8.38K
$402K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-590- 10.86% |
$27.1K - $28.3K
|
4.85K
$233K
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-623- 12.58% |
$28.6K - $29.8K
|
4.33K
$208K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-652Closed |
$29.9K - $31.2K
|
0
$0
|