Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
BUY
|
- |
35.1K+ 12.49% |
$1.77M - $1.79M
|
316K
$15.1M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.9KNew |
$1.76M - $1.78M
|
34.9K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
34.3K+ 6.49% |
$1.73M - $1.75M
|
563K
$27M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
33.5K+ 23.91% |
$1.69M - $1.71M
|
174K
$8.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
30.1K+ 11.18% |
$1.52M - $1.54M
|
299K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30K+ 30.21% |
$1.51M - $1.53M
|
129K
$6.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29KNew |
$1.46M - $1.48M
|
29K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28.5K+ 175.56% |
$1.44M - $1.45M
|
44.7K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27.1K+ 13.24% |
$1.37M - $1.39M
|
232K
$11.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.3K+ 0.74% |
$1.32M - $1.34M
|
3.57M
$171M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
25.6K+ 20.26% |
$1.29M - $1.31M
|
152K
$7.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23.9K+ 15.57% |
$1.21M - $1.22M
|
178K
$8.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
23KNew |
$1.16M - $1.17M
|
23K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.7K+ 5.09% |
$1.14M - $1.16M
|
468K
$22.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
22.1KNew |
$1.11M - $1.13M
|
22.1K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
21.6K+ 317.97% |
$1.09M - $1.1M
|
28.4K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
21K+ 16497.64% |
$1.06M - $1.07M
|
21.1K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
20.4KNew |
$1.03M - $1.04M
|
20.4K
$980K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
19.9KNew |
$1M - $1.02M
|
19.9K
$955K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.5K+ 107.66% |
$933K - $946K
|
35.7K
$1.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
17.4KNew |
$876K - $888K
|
17.4K
$833K
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
17.3K+ 241.54% |
$872K - $884K
|
24.5K
$1.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
17K+ 4.1% |
$855K - $866K
|
430K
$20.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
16.7K+ 155.38% |
$844K - $855K
|
27.5K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.6K+ 3.0% |
$786K - $796K
|
535K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15.4KNew |
$776K - $786K
|
15.4K
$737K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
15.1K+ 13.12% |
$759K - $769K
|
130K
$6.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
15K+ 4.74% |
$754K - $764K
|
331K
$15.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.8K+ 6.81% |
$747K - $757K
|
232K
$11.1M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
13.8KNew |
$695K - $704K
|
13.8K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
13.7KNew |
$691K - $700K
|
13.7K
$656K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
13.5K+ 78.28% |
$681K - $690K
|
30.8K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13.4K+ 7.33% |
$676K - $685K
|
196K
$9.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
13.4K+ 5.9% |
$676K - $684K
|
240K
$11.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
12.7KNew |
$639K - $648K
|
12.7K
$608K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.8K+ 5.96% |
$593K - $601K
|
209K
$10M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$582K - $589K
|
11.5K
$553K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$577K - $584K
|
11.4K
$548K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
11.1KNew |
$561K - $569K
|
11.1K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
10.9KNew |
$552K - $559K
|
10.9K
$524K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.6K+ 14.33% |
$532K - $539K
|
84.2K
$4.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$524K - $531K
|
10.4K
$498K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9.75K+ 24.58% |
$491K - $498K
|
49.4K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.97K+ 3.32% |
$452K - $458K
|
279K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.78K+ 23.41% |
$443K - $448K
|
46.3K
$2.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
8.47K+ 3.4% |
$427K - $433K
|
258K
$12.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.13KNew |
$410K - $415K
|
8.13K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
8K+ 31.83% |
$403K - $408K
|
33.1K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.83K+ 2.03% |
$395K - $400K
|
394K
$18.9M
|