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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
14.4K+ 2.85% |
$683K - $697K
|
519K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 53.78% |
$643K - $656K
|
38.6K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.8K+ 6.39% |
$608K - $620K
|
213K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.7KNew |
$606K - $619K
|
12.7K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
12.7K+ 77.99% |
$604K - $617K
|
29K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12.6K+ 8.37% |
$599K - $611K
|
163K
$7.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12.6KNew |
$598K - $611K
|
12.6K
$608K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
12.1K+ 19.25% |
$575K - $587K
|
74.9K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12K+ 5.16% |
$570K - $582K
|
244K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.3K+ 0.37% |
$537K - $548K
|
3.07M
$148M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.9K+ 4.09% |
$519K - $529K
|
278K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$518K - $529K
|
10.9K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
10.7K+ 21.31% |
$508K - $519K
|
60.8K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10.6KNew |
$502K - $513K
|
10.6K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10.3KNew |
$491K - $502K
|
10.3K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 6.98% |
$482K - $492K
|
155K
$7.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
9.71KNew |
$462K - $472K
|
9.71K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.5K+ 3.07% |
$452K - $461K
|
319K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.21K+ 12.4% |
$438K - $447K
|
83.5K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.66K+ 69.72% |
$412K - $421K
|
21.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.46KNew |
$402K - $411K
|
8.46K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.12K+ 15.05% |
$386K - $394K
|
62.1K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
7.83KNew |
$372K - $380K
|
7.83K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.28K+ 16.91% |
$346K - $353K
|
50.3K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.8KNew |
$323K - $330K
|
6.8K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.63K+ 5.82% |
$315K - $322K
|
121K
$5.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.47KNew |
$308K - $314K
|
6.47K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6.35KNew |
$302K - $308K
|
6.35K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.32K+ 4.58% |
$300K - $307K
|
144K
$6.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.28K+ 31.5% |
$299K - $305K
|
26.2K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.24KNew |
$297K - $303K
|
6.24K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.23KNew |
$296K - $302K
|
6.23K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.18KNew |
$294K - $300K
|
6.18K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.83KNew |
$278K - $283K
|
5.83K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
5.64KNew |
$268K - $274K
|
5.64K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.52K+ 6.1% |
$263K - $268K
|
96K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.5KNew |
$262K - $267K
|
5.5K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
5.47KNew |
$260K - $266K
|
5.47K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.16K+ 4.2% |
$246K - $251K
|
128K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.1K+ 41.65% |
$243K - $248K
|
17.4K
$839K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.96KNew |
$236K - $241K
|
4.96K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.77KNew |
$227K - $232K
|
4.77K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.64K+ 13.9% |
$221K - $225K
|
38K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.53K+ 15.45% |
$216K - $220K
|
33.9K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.34KNew |
$207K - $211K
|
4.34K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.34K+ 3.51% |
$206K - $211K
|
128K
$6.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.27K+ 1.27% |
$203K - $207K
|
341K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.13K+ 0.77% |
$197K - $201K
|
539K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.89K+ 13.17% |
$185K - $189K
|
33.4K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.7K+ 4.07% |
$176K - $180K
|
94.5K
$4.57M
|