Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-43- 8.35% |
$1.96K - $2.01K
|
472
$22.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 8.0% |
$2.28K - $2.34K
|
575
$27.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-52- 1.36% |
$2.37K - $2.44K
|
3.77K
$182K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-57- 35.63% |
$2.6K - $2.67K
|
103
$4.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-64- 6.67% |
$2.92K - $3K
|
896
$43.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 1.16% |
$4.56K - $4.68K
|
8.52K
$412K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-114- 55.34% |
$5.2K - $5.34K
|
92
$4.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-120- 0.98% |
$5.47K - $5.62K
|
12.2K
$589K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-147- 0.71% |
$6.7K - $6.89K
|
20.5K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-158- 7.09% |
$7.21K - $7.4K
|
2.07K
$100K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-177- 1.16% |
$8.07K - $8.29K
|
15.1K
$729K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-182- 0.63% |
$8.3K - $8.52K
|
28.6K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-184- 80.0% |
$8.39K - $8.62K
|
46
$2.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-198- 53.95% |
$9.03K - $9.27K
|
169
$8.17K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-221- 16.96% |
$10.1K - $10.4K
|
1.08K
$52.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-249- 0.33% |
$11.4K - $11.7K
|
75.3K
$3.64M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-249- 0.33% |
$11.4K - $11.7K
|
75.3K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-281- 0.82% |
$12.8K - $13.2K
|
34.2K
$1.65M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-299- 5.81% |
$13.6K - $14K
|
4.85K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-360- 7.45% |
$16.4K - $16.9K
|
4.47K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-368- 8.19% |
$16.8K - $17.2K
|
4.13K
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-438- 8.81% |
$20K - $20.5K
|
4.53K
$219K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-484- 7.34% |
$22.1K - $22.7K
|
6.11K
$295K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-490- 4.93% |
$22.3K - $23K
|
9.46K
$457K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-525- 5.04% |
$23.9K - $24.6K
|
9.89K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-544- 6.67% |
$24.8K - $25.5K
|
7.62K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-589- 1.06% |
$26.9K - $27.6K
|
54.8K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-611- 14.17% |
$27.9K - $28.6K
|
3.7K
$179K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-635- 3.45% |
$29K - $29.7K
|
17.8K
$860K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-710- 4.2% |
$32.4K - $33.3K
|
16.2K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-797- 4.96% |
$36.4K - $37.3K
|
15.3K
$739K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-824- 6.64% |
$37.6K - $38.6K
|
11.6K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-841- 79.79% |
$38.4K - $39.4K
|
213
$10.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-898- 6.58% |
$41K - $42.1K
|
12.7K
$616K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-916- 6.95% |
$41.8K - $42.9K
|
12.3K
$592K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 16.67% |
$45.6K - $46.8K
|
5K
$242K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 12.59% |
$47K - $48.2K
|
7.15K
$346K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.06K- 19.59% |
$48.3K - $49.6K
|
4.35K
$210K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 18.79% |
$55.7K - $57.2K
|
5.28K
$255K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.23K- 10.12% |
$56K - $57.5K
|
10.9K
$527K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 6.03% |
$56.1K - $57.7K
|
19.2K
$927K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.39K- 97.19% |
$63.2K - $64.9K
|
40
$1.93K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 22.67% |
$64.5K - $66.2K
|
4.82K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.45K- 3.14% |
$66.1K - $67.9K
|
44.8K
$2.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.58K- 5.07% |
$71.9K - $73.8K
|
29.5K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.66K- 10.4% |
$75.8K - $77.9K
|
14.3K
$692K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.74K- 10.09% |
$79.1K - $81.3K
|
15.5K
$748K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.82K- 28.5% |
$83.1K - $85.3K
|
4.57K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.94K- 18.62% |
$88.5K - $90.9K
|
8.48K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.96K- 6.57% |
$89.5K - $91.9K
|
27.9K
$1.35M
|