Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.9MNew |
$90.4M - $92.3M
|
1.9M
$91.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
498K+ 4.87% |
$23.7M - $24.2M
|
10.7M
$519M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
387K+ 62.19% |
$18.4M - $18.8M
|
1.01M
$48.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
266K+ 8.48% |
$12.7M - $12.9M
|
3.4M
$164M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
210K+ 16.25% |
$10M - $10.2M
|
1.5M
$72.7M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
205K+ 4.24% |
$9.77M - $9.97M
|
5.05M
$244M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
166KNew |
$7.88M - $8.04M
|
166K
$8.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
136KNew |
$6.46M - $6.59M
|
136K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
115KNew |
$5.47M - $5.58M
|
115K
$5.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
106K+ 1347.52% |
$5.06M - $5.16M
|
114K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
90.5K+ 43.94% |
$4.31M - $4.39M
|
296K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.6K+ 15.83% |
$4.26M - $4.35M
|
656K
$31.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
83K+ 51.55% |
$3.95M - $4.03M
|
244K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82K+ 18.46% |
$3.9M - $3.98M
|
526K
$25.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
75.7K+ 64.51% |
$3.6M - $3.68M
|
193K
$9.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69.9K+ 11.27% |
$3.33M - $3.39M
|
690K
$33.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66K+ 9.41% |
$3.14M - $3.2M
|
767K
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60K+ 5.59% |
$2.85M - $2.91M
|
1.13M
$54.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
53.7KNew |
$2.55M - $2.61M
|
53.7K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
47.8K+ 6.41% |
$2.27M - $2.32M
|
792K
$38.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43.2K+ 4.89% |
$2.05M - $2.1M
|
925K
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.8K+ 7.71% |
$2.04M - $2.08M
|
598K
$28.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41.9K+ 255.37% |
$2M - $2.04M
|
58.4K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
38.3K+ 12.67% |
$1.82M - $1.86M
|
340K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.9KNew |
$1.8M - $1.84M
|
37.9K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
34K+ 8.66% |
$1.62M - $1.65M
|
427K
$20.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
33.6K+ 18.35% |
$1.6M - $1.63M
|
217K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
32.7KNew |
$1.55M - $1.59M
|
32.7K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
32.5KNew |
$1.55M - $1.58M
|
32.5K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
28.4KNew |
$1.35M - $1.38M
|
28.4K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.5K+ 17.94% |
$1.31M - $1.34M
|
181K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25K+ 2.93% |
$1.19M - $1.21M
|
878K
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
24.2K+ 165.27% |
$1.15M - $1.18M
|
38.9K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
23.3KNew |
$1.11M - $1.13M
|
23.3K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
22.8K+ 20.07% |
$1.09M - $1.11M
|
137K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.8K+ 20.24% |
$1.04M - $1.06M
|
129K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
20.7K+ 8.62% |
$985K - $1.01M
|
261K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20.6K+ 13.56% |
$979K - $999K
|
172K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
20.5K+ 2.04% |
$976K - $996K
|
1.03M
$49.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
18.4KNew |
$876K - $894K
|
18.4K
$890K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18.4KNew |
$876K - $894K
|
18.4K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 3.14% |
$865K - $882K
|
598K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
18K+ 4.08% |
$855K - $873K
|
459K
$22.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
17.5K+ 30.31% |
$832K - $849K
|
75.1K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.7K+ 3.56% |
$794K - $811K
|
486K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.2K+ 20.57% |
$771K - $787K
|
95K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
16.2K+ 6.23% |
$769K - $785K
|
276K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16K+ 28.7% |
$760K - $776K
|
71.6K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 13.2% |
$749K - $764K
|
135K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.5K+ 19.24% |
$737K - $752K
|
96K
$4.64M
|