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
|
Betterment LLC
New York, NY |
BUY
|
- |
541+ 1.38% |
$25.7K - $26.3K
|
39.8K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
541+ 5.9% |
$25.7K - $26.3K
|
9.71K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
540+ 4.56% |
$25.7K - $26.2K
|
12.4K
$600K
|
|
|
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
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
494+ 1.05% |
$23.5K - $24K
|
47.6K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
494+ 1.13% |
$23.5K - $24K
|
44.4K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
448+ 10.3% |
$21.3K - $21.8K
|
4.8K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
443+ 1.44% |
$21.1K - $21.5K
|
31.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
424New |
$20.2K - $20.6K
|
424
$20.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
423+ 3.3% |
$20.1K - $20.5K
|
13.2K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
380+ 15.38% |
$18.1K - $18.5K
|
2.85K
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
370+ 2.24% |
$17.6K - $18K
|
16.9K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
366+ 1.12% |
$17.4K - $17.8K
|
32.9K
$1.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
358+ 56.29% |
$17K - $17.4K
|
994
$48.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
353+ 2.46% |
$16.8K - $17.1K
|
14.7K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325+ 38.83% |
$15.5K - $15.8K
|
1.16K
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
314New |
$14.9K - $15.2K
|
314
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
309+ 0.13% |
$14.7K - $15K
|
244K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
273+ 1.56% |
$13K - $13.3K
|
17.7K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
256New |
$12.2K - $12.4K
|
256
$12.4K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
245New |
$11.7K - $11.9K
|
245
$11.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
244+ 0.79% |
$11.6K - $11.8K
|
31.3K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
238+ 4.11% |
$11.3K - $11.6K
|
6.02K
$292K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
220New |
$10.5K - $10.7K
|
220
$10.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
210+ 0.23% |
$9.99K - $10.2K
|
90.7K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
210+ 1.13% |
$9.99K - $10.2K
|
18.7K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
209+ 0.78% |
$9.94K - $10.1K
|
26.8K
$1.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
206New |
$9.8K - $10K
|
206
$9.97K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
198+ 6.16% |
$9.42K - $9.61K
|
3.41K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
196+ 0.45% |
$9.33K - $9.52K
|
43.5K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
169+ 2.42% |
$8.04K - $8.21K
|
7.17K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
164+ 0.76% |
$7.8K - $7.96K
|
21.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
158+ 7.84% |
$7.52K - $7.67K
|
2.17K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
157+ 4.57% |
$7.47K - $7.62K
|
3.59K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
150+ 1.22% |
$7.14K - $7.28K
|
12.4K
$602K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108New |
$5.14K - $5.24K
|
108
$5.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
95+ 0.61% |
$4.52K - $4.61K
|
15.6K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
95+ 0.34% |
$4.52K - $4.61K
|
27.7K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 9.54% |
$4.52K - $4.61K
|
1.09K
$52.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
92+ 0.46% |
$4.38K - $4.47K
|
20.1K
$974K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$3.62K - $3.69K
|
76
$3.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
71+ 0.26% |
$3.38K - $3.45K
|
27.8K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
70+ 1.33% |
$3.33K - $3.4K
|
5.32K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
62+ 0.94% |
$2.95K - $3.01K
|
6.63K
$321K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.24% |
$2.05K - $2.09K
|
18K
$870K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
38+ 0.38% |
$1.81K - $1.85K
|
9.92K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27+ 2.43% |
$1.28K - $1.31K
|
1.14K
$55.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.8% |
$952 - $971
|
2.52K
$122K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 4.13% |
$952 - $971
|
504
$24.4K
|