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 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-687- 4.48% |
$32.7K - $33.4K
|
14.7K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-730- 0.62% |
$34.7K - $35.4K
|
117K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-755- 10.22% |
$35.9K - $36.7K
|
6.63K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-757- 1.64% |
$36K - $36.8K
|
45.5K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-757- 2.4% |
$36K - $36.8K
|
30.9K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-892- 14.99% |
$42.4K - $43.3K
|
5.06K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-912- 45.9% |
$43.4K - $44.3K
|
1.08K
$52K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-958- 16.24% |
$45.6K - $46.5K
|
4.94K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-983- 18.46% |
$46.8K - $47.7K
|
4.34K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1K- 4.06% |
$47.6K - $48.6K
|
23.7K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 18.44% |
$51.1K - $52.2K
|
4.75K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.2K- 11.89% |
$57K - $58.2K
|
8.89K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 99.92% |
$57.5K - $58.7K
|
1
$48.3
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.23K- 3.9% |
$58.7K - $59.9K
|
30.4K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.25K- 4.36% |
$59.7K - $60.9K
|
27.5K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.31K- 5.08% |
$62.2K - $63.5K
|
24.5K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 16.09% |
$63.3K - $64.6K
|
6.93K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 4.66% |
$68.5K - $69.9K
|
29.4K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.48K- 5.08% |
$70.4K - $71.8K
|
27.6K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.51K- 4.43% |
$71.8K - $73.3K
|
32.5K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.53K- 95.04% |
$73K - $74.5K
|
80
$3.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.58K- 1.66% |
$75.1K - $76.6K
|
93.3K
$4.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.72K- 4.11% |
$81.6K - $83.3K
|
40K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.88K- 12.02% |
$89.2K - $91.1K
|
13.7K
$663K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.88K- 4.24% |
$89.5K - $91.3K
|
42.5K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.91K- 0.55% |
$90.6K - $92.5K
|
342K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.92K- 21.18% |
$91.5K - $93.4K
|
7.16K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.97K- 36.01% |
$93.7K - $95.7K
|
3.5K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.1K- 15.58% |
$100K - $102K
|
11.4K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.17K- 35.55% |
$103K - $105K
|
3.93K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.19K- 33.72% |
$104K - $106K
|
4.31K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.2K- 14.76% |
$105K - $107K
|
12.7K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.25K- 14.48% |
$107K - $109K
|
13.3K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.26K- 40.48% |
$107K - $110K
|
3.32K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.27K- 6.56% |
$108K - $110K
|
32.4K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.33K- 11.16% |
$111K - $113K
|
18.5K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.39K- 16.91% |
$114K - $116K
|
11.7K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.83K- 39.09% |
$135K - $137K
|
4.41K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.18K- 4.03% |
$151K - $155K
|
75.7K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-3.29K- 20.6% |
$157K - $160K
|
12.7K
$613K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.32K- 5.75% |
$158K - $161K
|
54.4K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.37K- 10.42% |
$160K - $164K
|
29K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3.78K- 32.56% |
$180K - $183K
|
7.82K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.1K- 2.99% |
$195K - $199K
|
133K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.35K- 11.09% |
$207K - $211K
|
34.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.54K- 14.96% |
$216K - $220K
|
25.8K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.17K- 18.58% |
$246K - $251K
|
22.7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.25K- 3.61% |
$297K - $303K
|
167K
$8.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.27K- 22.53% |
$299K - $305K
|
21.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.48K- 14.87% |
$308K - $315K
|
37.1K
$1.79M
|