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 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.57KNew |
$170K - $173K
|
3.57K
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.39K+ 4.22% |
$161K - $164K
|
83.7K
$4.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.25K+ 2.55% |
$154K - $158K
|
130K
$6.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.1K+ 2.97% |
$148K - $151K
|
108K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.97K+ 35.03% |
$142K - $144K
|
11.5K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.92K+ 5.2% |
$139K - $142K
|
59K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.9K+ 20.59% |
$138K - $141K
|
17K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 11.7% |
$136K - $139K
|
27.3K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.76K+ 3.48% |
$132K - $134K
|
82.2K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.7K+ 12.53% |
$129K - $131K
|
24.3K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.7KNew |
$128K - $131K
|
2.7K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.63K+ 21.55% |
$125K - $128K
|
14.8K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.35KNew |
$112K - $114K
|
2.35K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 52.9% |
$110K - $112K
|
6.69K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.3K+ 6.47% |
$109K - $112K
|
37.8K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 1.93% |
$109K - $111K
|
121K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.27K+ 2.78% |
$108K - $110K
|
83.9K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 0.93% |
$94.1K - $96.1K
|
214K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.97K+ 4.18% |
$93.9K - $95.9K
|
49.2K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.88KNew |
$89.5K - $91.3K
|
1.88K
$90.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.84K+ 6.34% |
$87.5K - $89.3K
|
30.8K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.81K+ 3.32% |
$86.2K - $87.9K
|
56.3K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1.67K+ 65.34% |
$79.6K - $81.2K
|
4.23K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.65K+ 2.17% |
$78.6K - $80.2K
|
77.8K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 26.59% |
$75.3K - $76.9K
|
7.54K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.58K+ 2.34% |
$75.3K - $76.8K
|
69.3K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.44K+ 9.23% |
$68.6K - $70K
|
17.1K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.32K+ 17.2% |
$63K - $64.3K
|
9.02K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.28K+ 136.87% |
$60.8K - $62K
|
2.21K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 0.59% |
$56.9K - $58K
|
204K
$9.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.19K+ 3.12% |
$56.8K - $58K
|
39.4K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 3.91% |
$55.8K - $57K
|
31.2K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.16K+ 0.69% |
$55K - $56.1K
|
169K
$8.16M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.16K+ 1.32% |
$55K - $56.1K
|
88.5K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.12K+ 10.97% |
$53.3K - $54.4K
|
11.3K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1K+ 5.49% |
$47.8K - $48.8K
|
19.3K
$932K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
970+ 7.96% |
$46.2K - $47.1K
|
13.2K
$636K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
844+ 5.21% |
$40.2K - $41K
|
17K
$823K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
706New |
$33.6K - $34.3K
|
706
$34.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
677New |
$32.2K - $32.9K
|
677
$32.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
676+ 12.76% |
$32.2K - $32.8K
|
5.97K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
672+ 6.89% |
$32K - $32.6K
|
10.4K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
630+ 4.01% |
$30K - $30.6K
|
16.3K
$790K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
565+ 11.07% |
$26.9K - $27.4K
|
5.67K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
560+ 3.51% |
$26.6K - $27.2K
|
16.5K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
541+ 1.38% |
$25.7K - $26.3K
|
39.8K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
541+ 5.9% |
$25.7K - $26.3K
|
9.71K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
540+ 4.56% |
$25.7K - $26.2K
|
12.4K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
528+ 1.26% |
$25.1K - $25.6K
|
42.3K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
525+ 9.61% |
$25K - $25.5K
|
5.99K
$289K
|