Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-224- 1.41% |
$10.6K - $10.9K
|
15.7K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 4.34% |
$11.8K - $12.2K
|
5.51K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-270- 3.31% |
$12.7K - $13.2K
|
7.89K
$378K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-274- 1.85% |
$12.9K - $13.4K
|
14.5K
$696K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-288- 5.13% |
$13.6K - $14K
|
5.33K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-295- 13.16% |
$13.9K - $14.4K
|
1.95K
$93.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-310- 0.72% |
$14.6K - $15.1K
|
43K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-316- 0.99% |
$14.9K - $15.4K
|
31.6K
$1.51M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-326- 6.73% |
$15.4K - $15.9K
|
4.52K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-333- 3.76% |
$15.7K - $16.2K
|
8.54K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-390- 1.12% |
$18.4K - $19K
|
34.3K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-400- 5.69% |
$18.9K - $19.5K
|
6.64K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-400- 0.3% |
$18.9K - $19.5K
|
131K
$6.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-425- 2.32% |
$20.1K - $20.7K
|
17.9K
$858K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-500- 2.26% |
$23.6K - $24.4K
|
21.6K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-517- 3.21% |
$24.4K - $25.2K
|
15.6K
$747K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-555- 1.95% |
$26.2K - $27.1K
|
27.8K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-576- 77.32% |
$27.2K - $28.1K
|
169
$8.09K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-581- 9.06% |
$27.4K - $28.3K
|
5.83K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-591- 64.38% |
$27.9K - $28.8K
|
327
$15.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-619- 0.8% |
$29.2K - $30.2K
|
77K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-714- 74.45% |
$33.7K - $34.8K
|
245
$11.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-717- 8.52% |
$33.8K - $34.9K
|
7.7K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-730- 10.1% |
$34.4K - $35.6K
|
6.5K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-749- 1.57% |
$35.3K - $36.5K
|
46.9K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-762- 39.54% |
$36K - $37.1K
|
1.17K
$55.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-866- 11.43% |
$40.9K - $42.2K
|
6.71K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-898- 1.66% |
$42.4K - $43.8K
|
53.2K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-968- 7.12% |
$45.7K - $47.2K
|
12.6K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.04K- 6.54% |
$49.2K - $50.8K
|
14.9K
$714K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 16.06% |
$50K - $51.7K
|
5.54K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 6.97% |
$52.4K - $54.2K
|
14.8K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.16K- 2.71% |
$54.9K - $56.7K
|
41.8K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.17K- 5.56% |
$55.3K - $57.2K
|
19.9K
$955K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.33K- 1.88% |
$62.7K - $64.8K
|
69.4K
$3.32M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.38K- 6.2% |
$65.2K - $67.4K
|
20.9K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.43K- 4.02% |
$67.3K - $69.6K
|
34K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.44K- 8.27% |
$68K - $70.2K
|
16K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.51K- 20.22% |
$71.1K - $73.5K
|
5.95K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.54K- 7.08% |
$72.6K - $75K
|
20.2K
$967K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.64K- 7.02% |
$77.3K - $79.8K
|
21.7K
$1.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.85K- 10.61% |
$87K - $89.9K
|
15.5K
$744K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-1.92K- 2.46% |
$90.7K - $93.7K
|
76.2K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 5.97% |
$92.5K - $95.5K
|
30.8K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.4K- 0.38% |
$113K - $117K
|
622K
$29.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 28.92% |
$114K - $118K
|
5.95K
$285K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.45K- 33.92% |
$116K - $119K
|
4.77K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.51K- 3.03% |
$118K - $122K
|
80.3K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.53K- 16.07% |
$120K - $123K
|
13.2K
$634K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.72K- 27.32% |
$128K - $133K
|
7.23K
$346K
|