Ambassador Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Ambassador Advisors, LLC

$548 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$46.16 - $47.28 $13,386 - $13,711	290 New	290 $13,000
Q1 2022 May 16, 2022	SELL	$48.28 - $50.36 $275,389 - $287,253	-5,704 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$50.4 - $51.06 $7,156 - $7,250	142 Added 2.55%	5,704 $288,000
Q3 2021 Nov 16, 2021	SELL	$51.04 - $51.35 $1,633 - $1,643	-32 Reduced 0.57%	5,562 $284,000
Q2 2021 Aug 16, 2021	BUY	$51.18 - $51.42 $39,613 - $39,799	774 Added 16.06%	5,594 $287,000
Q1 2021 May 13, 2021	BUY	$51.2 - $51.67 $9,267 - $9,352	181 Added 3.9%	4,820 $247,000
Q4 2020 Feb 17, 2021	SELL	$51.33 - $51.65 $564 - $568	-11 Reduced 0.24%	4,639 $240,000
Q3 2020 Nov 13, 2020	BUY	$51.36 - $51.69 $18,746 - $18,866	365 Added 8.52%	4,650 $240,000
Q2 2020 Aug 13, 2020	BUY	$50.12 - $51.49 $3,508 - $3,604	70 Added 1.66%	4,285 $221,000
Q1 2020 May 12, 2020	BUY	$48.23 - $51.34 $203,289 - $216,398	4,215 New	4,215 $213,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

0

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$470 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.63% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$150 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.9 Million
0.0% of portfolio

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