Acorn Financial Advisory Services Inc Ihares Core 1 5 Years Usd Bond Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$47.16 - $47.73 $2.5 Million - $2.53 Million	-53,042 Reduced 92.14%	4,527 $214,000
Q4 2023 Jan 17, 2024	SELL	$46.0 - $47.56 $819,536 - $847,328	-17,816 Reduced 23.63%	57,569 $2.74 Million
Q3 2023 Oct 10, 2023	SELL	$46.26 - $46.9 $113,013 - $114,576	-2,443 Reduced 3.14%	75,385 $3.5 Million
Q2 2023 Jul 20, 2023	BUY	$46.63 - $47.38 $466 - $473	10 Added 0.01%	77,828 $3.63 Million
Q1 2023 Apr 26, 2023	SELL	$46.16 - $47.28 $37,805 - $38,722	-819 Reduced 1.04%	77,818 $3.67 Million
Q4 2022 Jan 20, 2023	SELL	$45.61 - $46.84 $1.57 Million - $1.61 Million	-34,439 Reduced 30.46%	78,637 $0
Q3 2022 Oct 12, 2022	SELL	$45.93 - $47.9 $779,156 - $812,575	-16,964 Reduced 13.05%	113,076 $5.21 Million
Q2 2022 Jul 12, 2022	SELL	$46.78 - $48.31 $35,272 - $36,425	-754 Reduced 0.58%	130,040 $6.16 Million
Q1 2022 Apr 18, 2022	BUY	$48.28 - $50.36 $1.36 Million - $1.42 Million	28,218 Added 27.51%	130,794 $6.34 Million
Q4 2021 Jan 31, 2022	BUY	$50.4 - $51.06 $2.29 Million - $2.32 Million	45,480 Added 79.66%	102,576 $5.18 Million
Q3 2021 Nov 15, 2021	BUY	$51.04 - $51.35 $1.25 Million - $1.26 Million	24,517 Added 75.25%	57,096 $2.92 Million
Q2 2021 Jul 23, 2021	BUY	$51.18 - $51.42 $593,176 - $595,957	11,590 Added 55.22%	32,579 $1.67 Million
Q1 2021 Apr 12, 2021	BUY	$51.2 - $51.67 $69,324 - $69,961	1,354 Added 6.9%	20,989 $1.08 Million
Q4 2020 Jan 25, 2021	BUY	$51.33 - $51.65 $379,072 - $381,435	7,385 Added 60.29%	19,635 $1.01 Million
Q3 2020 Oct 15, 2020	BUY	$51.36 - $51.69 $629,160 - $633,202	12,250 New	12,250 $631,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

57.6M

Call Options Held

Put Options Held

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.4 Million
0.0% of portfolio

View Full List

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