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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 2.31% |
$856 - $874
|
798
$38.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16New |
$761 - $777
|
16
$775
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.24% |
$666 - $680
|
1.14K
$55.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14+ 0.16% |
$666 - $680
|
8.55K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10+ 0.18% |
$476 - $486
|
5.54K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 0.41% |
$381 - $388
|
1.96K
$94.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6+ 1.2% |
$285 - $291
|
504
$24.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.96% |
$190 - $194
|
421
$20.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 8.89% |
$190 - $194
|
49
$2.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.01% |
$143 - $146
|
22.8K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.87% |
$95.2 - $97.1
|
109
$5.28K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.94% |
$95.2 - $97.1
|
105
$5.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$47.6 - $48.6
|
1
$48.4
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$47.6 - $48.6
|
1.9M
$92M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$47.6 - $48.6
|
4.91K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- -0.0% |
$47.6 - $48.6
|
65.2K
$3.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- -0.0% |
$95.2 - $97.1
|
42.4K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-6- 0.14% |
$285 - $291
|
4.4K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12- 6.86% |
$571 - $583
|
163
$7.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.05% |
$619 - $631
|
25.9K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18- 5.5% |
$856 - $874
|
309
$15K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-33- 6.24% |
$1.57K - $1.6K
|
496
$24K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-44- 0.63% |
$2.09K - $2.14K
|
6.94K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 9.46% |
$2.57K - $2.62K
|
517
$25K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 5.06% |
$2.81K - $2.87K
|
1.11K
$53.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 20.49% |
$3.57K - $3.64K
|
291
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-77- 31.43% |
$3.66K - $3.74K
|
168
$8.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 1.42% |
$3.71K - $3.79K
|
5.43K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-86- 92.47% |
$4.09K - $4.18K
|
7
$339
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87- 0.16% |
$4.14K - $4.22K
|
53.1K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 20.29% |
$4.71K - $4.81K
|
389
$18.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-103- 1.94% |
$4.9K - $5K
|
5.22K
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-111- 26.88% |
$5.28K - $5.39K
|
302
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-125- 2.62% |
$5.95K - $6.07K
|
4.65K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-128- 1.5% |
$6.09K - $6.22K
|
8.38K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-140- 0.66% |
$6.66K - $6.8K
|
21K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 50.0% |
$7.14K - $7.28K
|
150
$7.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-167- 5.06% |
$7.95K - $8.11K
|
3.14K
$152K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-172- 0.22% |
$8.18K - $8.35K
|
76.9K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-177- 0.37% |
$8.42K - $8.6K
|
48.2K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-179- 0.38% |
$8.52K - $8.69K
|
46.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 1.04% |
$9.52K - $9.71K
|
19K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-208- 4.56% |
$9.9K - $10.1K
|
4.36K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-210- 1.42% |
$9.99K - $10.2K
|
14.6K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-250- 2.74% |
$11.9K - $12.1K
|
8.87K
$429K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-260- 1.29% |
$12.4K - $12.6K
|
19.8K
$961K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-281- 4.24% |
$13.4K - $13.6K
|
6.35K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-330- 1.49% |
$15.7K - $16K
|
21.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-367- 0.87% |
$17.5K - $17.8K
|
41.9K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-400- 86.21% |
$19K - $19.4K
|
64
$3.1K
|