Rooted Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 116,867 shares of ISTB stock, worth $5.64 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
116,867
Previous 97,141
20.31%
Holding current value
$5.64 Million
Previous $4.58 Million
21.67%
% of portfolio
2.46%
Previous 2.26%
Shares
5 transactions
Others Institutions Holding ISTB
# of Institutions
393Shares Held
58MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA9.75MShares$471 Million4.95% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$234 Million0.63% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.12MShares$151 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI3.1MShares$150 Million11.79% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$86.1 Million0.0% of portfolio