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 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3.78K- 32.56% |
$180K - $183K
|
7.82K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.1K- 2.99% |
$195K - $199K
|
133K
$6.42M
|
|
|
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
$8.06M
|
|
|
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
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.26K- 11.26% |
$345K - $352K
|
57.2K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.92K- 3.46% |
$377K - $384K
|
221K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9.02K- 26.31% |
$429K - $438K
|
25.3K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.8K- 6.09% |
$466K - $476K
|
151K
$7.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.96K- 10.38% |
$474K - $483K
|
86K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.1K- 10.91% |
$481K - $491K
|
82.6K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 6.12% |
$536K - $547K
|
173K
$8.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-12.5K- 10.04% |
$594K - $606K
|
112K
$5.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 2.54% |
$608K - $620K
|
490K
$23.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-15.1K- 6.87% |
$720K - $734K
|
205K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.7K- 24.84% |
$748K - $764K
|
47.6K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-16.2K- 71.75% |
$771K - $787K
|
6.38K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.4K- 6.81% |
$783K - $799K
|
225K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-23.3K- 33.55% |
$1.11M - $1.13M
|
46.1K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.6K- 11.01% |
$1.22M - $1.24M
|
206K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-27.1K- 17.32% |
$1.29M - $1.31M
|
129K
$6.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-52.6K- 20.3% |
$2.5M - $2.56M
|
207K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-66.1K- 16.54% |
$3.14M - $3.21M
|
333K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-72.4K- 25.56% |
$3.44M - $3.51M
|
211K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 39.94% |
$5.22M - $5.33M
|
165K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122K- 13.76% |
$5.82M - $5.94M
|
767K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-240K- 28.29% |
$11.4M - $11.6M
|
608K
$29.4M
|