Purchases and Sales Made in Q3 2023 in Ihares Core 1 5 Years Usd Bond (ISTB)

ISTB Quotes by TradingView

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 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-10.5K
- 37.78%
$487K - $493K
17.3K $829K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-10.8K
- 62.15%
$497K - $504K
6.55K $313K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

SELL
 -
-11.3K
- 6.68%
$523K - $530K
158K $7.56M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-11.4K
- 2.3%
$526K - $533K
483K $23.1M
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

SELL
 -
-11.4K
- 15.51%
$528K - $536K
62.2K $2.98M
Oct 31, 2023 Q3 2023
Iron Financial, LLC

SELL
 -
-12.1K
- 6.67%
$561K - $569K
170K $8.12M
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
SELL
 -
-13.2K
- 31.19%
$612K - $621K
29.2K $1.4M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-14.4K
- 9.89%
$668K - $677K
132K $6.3M
Nov 03, 2023 Q3 2023
Carl P. Sherr & Co., LLC

SELL
 -
-14.5K
- 10.52%
$670K - $679K
123K $5.9M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-16.2K
- 29.28%
$750K - $760K
39.2K $1.88M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-19.2K
- 27.16%
$888K - $900K
51.5K $2.46M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-20.7K
- 4.59%
$959K - $972K
431K $20.6M
Nov 06, 2023 Q3 2023
Guidance Point Advisors, LLC

SELL
 -
-24.5K
- 84.25%
$1.13M - $1.15M
4.58K $219K
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

SELL
 -
-25.1K
- 3.88%
$1.16M - $1.18M
622K $29.8M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-25.4K
- 12.24%
$1.18M - $1.19M
182K $8.73M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-26.5K
- 4.43%
$1.22M - $1.24M
571K $27.4M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-35.4K
- 11.58%
$1.64M - $1.66M
270K $12.9M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-35.9K
- 40.3%
$1.66M - $1.69M
53.2K $2.55M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-36.5K
- 58.84%
$1.69M - $1.71M
25.6K $1.22M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-37.3K
- 17.2%
$1.72M - $1.75M
179K $8.59M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

SELL
 -
-39.3K
- 27.1%
$1.82M - $1.84M
106K $5.06M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-45.8K
- 14.19%
$2.12M - $2.15M
277K $13.3M
Oct 31, 2023 Q3 2023
Divergent Wealth Advisors

SELL
 -
-54K
- 17.38%
$2.5M - $2.53M
257K $12.3M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-54.2K
- 34.99%
$2.51M - $2.54M
101K $4.82M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-57.1K
- 5.48%
$2.64M - $2.68M
985K $47.2M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

SELL
 -
-58.5K
- 16.8%
$2.71M - $2.75M
290K $13.9M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-61.5K
- 8.97%
$2.84M - $2.88M
624K $29.9M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

SELL
 -
-66.5K
- 9.39%
$3.08M - $3.12M
642K $30.7M
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-76.6K
- 30.18%
$3.54M - $3.59M
177K $8.48M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

SELL
 -
-79.2K
- 34.49%
$3.66M - $3.72M
150K $7.2M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-92.1K
- 11.42%
$4.26M - $4.32M
715K $34.2M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-97.9K
- 98.84%
$4.53M - $4.59M
1.15K $55.1K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-99.8K
- 11.13%
$4.62M - $4.68M
796K $38.1M
Oct 02, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-110K
Closed
$5.07M - $5.14M
0 $0
Oct 20, 2023 Q3 2023
Maryland Capital Advisors Inc.

SELL
 -
-115K
- 28.73%
$5.31M - $5.38M
285K $13.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-137K
- 9.45%
$6.32M - $6.4M
1.31M $62.6M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-148K
- 22.33%
$6.87M - $6.96M
516K $24.7M
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

SELL
 -
-169K
- 61.3%
$7.84M - $7.94M
107K $5.12M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-178K
- 40.82%
$8.25M - $8.37M
259K $12.4M
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

SELL
 -
-196K
- 49.82%
$9.09M - $9.21M
198K $9.47M
Oct 18, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-196K
- 70.36%
$9.09M - $9.21M
82.8K $3.96M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-221K
- 17.0%
$10.2M - $10.4M
1.08M $51.7M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-268K
- 87.49%
$12.4M - $12.6M
38.4K $1.84M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-477K
Closed
$22.1M - $22.4M
0 $0
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-1.27M
- 94.66%
$58.9M - $59.7M
71.7K $3.43M

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