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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 2.35% |
$697K - $721K
|
628K
$30.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.8K- 3.4% |
$727K - $751K
|
449K
$21.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.1K- 8.95% |
$738K - $763K
|
163K
$7.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-16.2K- 9.09% |
$746K - $772K
|
162K
$7.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-16.5K- 64.91% |
$760K - $786K
|
8.94K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 5.88% |
$777K - $804K
|
271K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.8K- 23.63% |
$820K - $847K
|
57.6K
$2.77M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-17.8K- 30.21% |
$821K - $849K
|
41.2K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 44.75% |
$856K - $885K
|
23K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-18.8K- 71.83% |
$865K - $895K
|
7.38K
$354K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.3K- 36.17% |
$886K - $916K
|
34K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19.3K- 70.35% |
$890K - $920K
|
8.16K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.4K- 61.07% |
$985K - $1.02M
|
13.7K
$656K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-24.5K- 33.18% |
$1.13M - $1.16M
|
49.3K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.5K- 4.75% |
$1.13M - $1.17M
|
492K
$23.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.6K- 65.42% |
$1.18M - $1.22M
|
13.5K
$650K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-27.9K- 5.51% |
$1.28M - $1.33M
|
478K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.2K- 29.06% |
$1.35M - $1.39M
|
71.4K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-31.6K- 39.21% |
$1.45M - $1.5M
|
48.9K
$2.35M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-39.6K- 49.21% |
$1.82M - $1.88M
|
40.9K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.8K- 6.51% |
$1.92M - $1.99M
|
600K
$28.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-44.2K- 53.37% |
$2.03M - $2.1M
|
38.6K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44.5K- 5.59% |
$2.05M - $2.12M
|
752K
$36.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-56K- 92.41% |
$2.58M - $2.66M
|
4.6K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-56K- 66.02% |
$2.58M - $2.66M
|
28.8K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-62K- 50.32% |
$2.85M - $2.95M
|
61.2K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62.2K- 62.37% |
$2.86M - $2.96M
|
37.5K
$1.8M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-65.2K- 9.3% |
$3M - $3.1M
|
636K
$30.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-74K- 46.86% |
$3.4M - $3.52M
|
83.9K
$4.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-74.3K- 33.09% |
$3.42M - $3.53M
|
150K
$7.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-79.7K- 60.34% |
$3.66M - $3.79M
|
52.3K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-91.1K- 37.4% |
$4.19M - $4.33M
|
153K
$7.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-101K- 51.03% |
$4.64M - $4.8M
|
96.9K
$4.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-102K- 38.37% |
$4.71M - $4.86M
|
164K
$7.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-119K- 41.89% |
$5.49M - $5.67M
|
165K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-169K- 60.98% |
$7.77M - $8.04M
|
108K
$5.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-176K- 99.86% |
$8.08M - $8.35M
|
243
$11.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-185K- 4.69% |
$8.5M - $8.79M
|
3.75M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225K- 77.49% |
$10.3M - $10.7M
|
65.3K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-242K- 98.56% |
$11.1M - $11.5M
|
3.55K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-307K- 42.94% |
$14.1M - $14.6M
|
408K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450K- 93.08% |
$20.7M - $21.4M
|
33.5K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-555K- 97.9% |
$25.5M - $26.4M
|
11.9K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-673K- 38.22% |
$31M - $32M
|
1.09M
$52.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-850K- 32.35% |
$39.1M - $40.4M
|
1.78M
$85.4M
|