Level Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Level Wealth Management LLC
- $153 Billion
- Q1 2025
A detailed history of Level Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Level Wealth Management LLC holds 20,170 shares of ISTB stock, worth $976,429. This represents 0.64% of its overall portfolio holdings.
Number of Shares
20,170
Previous 23,257
13.27%
Holding current value
$976,429
Previous $1.11 Billion
12.22%
% of portfolio
0.64%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding ISTB
# of Institutions
413Shares Held
60.7MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$519 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$244 Million0.65% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$149 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$92 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI1.82MShares$88 Million8.02% of portfolio