Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
166+ 17.83% |
$7.64K - $7.89K
|
1.1K
$52.5K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
166+ 0.49% |
$7.64K - $7.89K
|
34.1K
$1.63M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
156New |
$7.18K - $7.42K
|
156
$7.47K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
151+ 1.19% |
$6.95K - $7.18K
|
12.9K
$617K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 33.42% |
$5.98K - $6.18K
|
519
$24.9K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
103+ 2.09% |
$4.74K - $4.9K
|
5.04K
$241K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
97+ 1.12% |
$4.46K - $4.61K
|
8.79K
$421K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
77+ 1.0% |
$3.54K - $3.66K
|
7.81K
$374K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67New |
$3.08K - $3.19K
|
67
$3.21K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 0.19% |
$2.3K - $2.38K
|
26.4K
$1.26M
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
49+ 6.06% |
$2.25K - $2.33K
|
858
$41.1K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
46+ 0.9% |
$2.12K - $2.19K
|
5.17K
$247K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32New |
$1.47K - $1.52K
|
32
$1.53K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$966 - $999
|
21
$1.01K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$736 - $761
|
16
$766
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.11% |
$552 - $571
|
1.09K
$52.3K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10+ 0.74% |
$460 - $476
|
1.36K
$65.1K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.74% |
$460 - $476
|
1.36K
$65.1K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10+ 1.36% |
$460 - $476
|
745
$35.7K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 1.16% |
$276 - $285
|
522
$25K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.59% |
$138 - $143
|
513
$24.6K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$92 - $95.1
|
2
$95.8
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.98% |
$92 - $95.1
|
207
$9.91K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.95% |
$46 - $47.6
|
106
$5.08K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$46 - $47.6
|
87
$4.17K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$46 - $47.6
|
101
$4.84K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-7- 0.31% |
$322 - $333
|
2.22K
$106K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8Closed |
$368 - $380
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 58.06% |
$828 - $856
|
13
$623
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-21- 0.17% |
$966 - $999
|
12.2K
$583K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 11.68% |
$1.56K - $1.62K
|
257
$12.3K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 3.44% |
$1.75K - $1.81K
|
1.07K
$51.1K
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-55- 2.66% |
$2.53K - $2.62K
|
2.02K
$96.5K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-61- 0.38% |
$2.81K - $2.9K
|
16K
$767K
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-78- 0.18% |
$3.59K - $3.71K
|
43.1K
$2.06M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-84- 1.38% |
$3.86K - $4K
|
5.99K
$287K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-89- 0.63% |
$4.09K - $4.23K
|
13.9K
$668K
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 2.26% |
$4.6K - $4.76K
|
4.33K
$207K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 18.15% |
$5.43K - $5.61K
|
532
$25.5K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 12.26% |
$5.98K - $6.18K
|
930
$44.5K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-168- 0.75% |
$7.73K - $7.99K
|
22.3K
$1.07M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-176- 3.81% |
$8.1K - $8.37K
|
4.44K
$213K
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-177- 2.49% |
$8.14K - $8.42K
|
6.94K
$333K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-185- 2.56% |
$8.51K - $8.8K
|
7.05K
$338K
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-188- 2.76% |
$8.65K - $8.94K
|
6.63K
$318K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-198- 50.9% |
$9.11K - $9.42K
|
191
$9.15K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 0.98% |
$9.2K - $9.51K
|
20.1K
$963K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-201- 66.78% |
$9.25K - $9.56K
|
100
$4.79K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-251- 20.47% |
$11.5K - $11.9K
|
975
$46.7K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-334- 1.61% |
$15.4K - $15.9K
|
20.5K
$980K
|