Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.63M+ 70.79% |
$75.5M - $76.5M
|
3.94M
$192M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
386K+ 22.24% |
$17.8M - $18.1M
|
2.12M
$104M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
255K+ 3.2% |
$11.8M - $12M
|
8.23M
$402M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
244KNew |
$11.3M - $11.4M
|
244K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
240K+ 3876.33% |
$11.1M - $11.2M
|
246K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
214K+ 72.29% |
$9.91M - $10M
|
511K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 47.8% |
$7.45M - $7.55M
|
498K
$24.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86.8K+ 37.82% |
$4.02M - $4.07M
|
316K
$15.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
80.1K+ 265.44% |
$3.7M - $3.76M
|
110K
$5.39M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
69.5K+ 547.25% |
$3.21M - $3.26M
|
82.1K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.6K+ 249.93% |
$2.9M - $2.94M
|
87.6K
$4.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
53.2K+ 8.46% |
$2.46M - $2.5M
|
682K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.5KNew |
$1.83M - $1.85M
|
39.5K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.3K+ 859.97% |
$1.82M - $1.84M
|
43.9K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
38.1K+ 29.39% |
$1.76M - $1.79M
|
168K
$8.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
35.9K+ 13.98% |
$1.66M - $1.68M
|
292K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35.7K+ 14.09% |
$1.65M - $1.67M
|
289K
$14.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
32.6K+ 6.9% |
$1.51M - $1.53M
|
506K
$24.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
32.2KNew |
$1.49M - $1.51M
|
32.2K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.1K+ 469.08% |
$1.25M - $1.27M
|
32.8K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
26.4K+ 4.22% |
$1.22M - $1.24M
|
654K
$32M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
25.4K+ 6.24% |
$1.18M - $1.19M
|
433K
$21.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
23.8K+ 35.26% |
$1.1M - $1.12M
|
91.4K
$4.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23.6K+ 63.64% |
$1.09M - $1.11M
|
60.6K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.3K+ 9447.03% |
$1.03M - $1.05M
|
22.5K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6K+ 5.13% |
$999K - $1.01M
|
442K
$21.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
21.1K+ 16.21% |
$978K - $992K
|
152K
$7.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
19.5K+ 5.92% |
$903K - $916K
|
349K
$17.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.5K+ 393.4% |
$858K - $869K
|
23.2K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.3K+ 5.87% |
$844K - $856K
|
329K
$16.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 2.89% |
$837K - $848K
|
643K
$31.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.1K+ 4.04% |
$835K - $847K
|
465K
$22.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
15.4K+ 6.51% |
$713K - $722K
|
252K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
14.3K+ 2.96% |
$661K - $670K
|
497K
$24.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12.3K+ 16.21% |
$571K - $578K
|
88.4K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12K+ 7.21% |
$555K - $563K
|
179K
$8.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 4.09% |
$523K - $530K
|
288K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10.2K+ 13.71% |
$473K - $480K
|
84.8K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
10.2KNew |
$470K - $477K
|
10.2K
$497K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.78K+ 109.57% |
$452K - $459K
|
18.7K
$914K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.51KNew |
$440K - $446K
|
9.51K
$465K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.35K+ 10.7% |
$433K - $439K
|
96.7K
$4.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.19K+ 5.64% |
$425K - $431K
|
172K
$8.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.12KNew |
$422K - $428K
|
9.12K
$446K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.74KNew |
$358K - $363K
|
7.74K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.22K+ 19.89% |
$334K - $338K
|
43.5K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.18K+ 9.15% |
$332K - $337K
|
85.6K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.84K+ 7.37% |
$317K - $321K
|
99.7K
$4.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.77K+ 3.85% |
$313K - $318K
|
183K
$8.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.68KNew |
$309K - $313K
|
6.68K
$327K
|