Beacon Financial Advisory LLC Ihares Core 1 5 Years Usd Bond Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 16,193 shares of ISTB stock, worth $772,729. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,193
Previous 16,228 0.22%
Holding current value
$772,729
Previous $771,000 0.39%
% of portfolio
0.4%
Previous 0.38%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$47.16 - $47.73 $1,650 - $1,670
-35 Reduced 0.22%
16,193 $768,000
Q4 2023

Jan 23, 2024
SELL
$46.0 - $47.56 $22,034 - $22,781
-479 Reduced 2.87%
16,228 $771,000
Q3 2023

Oct 25, 2023
BUY
$46.26 - $46.9 $46,121 - $46,759
997 Added 6.35%
16,707 $774,000
Q2 2023

Jul 17, 2023
BUY
$46.63 - $47.38 $7,087 - $7,201
152 Added 0.98%
15,710 $732,000
Q1 2023

Apr 18, 2023
BUY
$46.16 - $47.28 $148,819 - $152,430
3,224 Added 26.14%
15,558 $733,000
Q4 2022

Jan 20, 2023
BUY
$45.73 - $46.84 $298,433 - $305,677
6,526 Added 112.36%
12,334 $0
Q2 2022

Jul 25, 2022
SELL
N/A
-550 Reduced 8.65%
5,808 $275,000
Q1 2022

Apr 27, 2022
SELL
N/A
-2,161 Reduced 25.37%
6,358 $308,000
Q4 2021

Jan 21, 2022
SELL
N/A
-2,521 Reduced 22.84%
8,519 $430,000
Q3 2021

Nov 15, 2021
SELL
N/A
-178 Reduced 1.59%
11,040 $564,000
Q2 2021

Jul 14, 2021
SELL
N/A
-6,621 Reduced 37.12%
11,218 $575,000
Q1 2021

Apr 20, 2021
BUY
N/A
246 Added 1.4%
17,839 $915,000
Q4 2020

Jan 25, 2021
BUY
N/A
5,171 Added 41.63%
17,593 $908,000
Q3 2020

Oct 08, 2020
BUY
N/A
5,328 Added 75.11%
12,422 $640,000
Q2 2020

Jul 07, 2020
BUY
N/A
1,712 Added 31.81%
7,094 $365,000
Q1 2020

Apr 15, 2020
SELL
N/A
-889 Reduced 14.18%
5,382 $271,000
Q4 2019

Jan 24, 2020
BUY
N/A
6,271 New
6,271 $316,000

Others Institutions Holding ISTB

# of Institutions
392
Shares Held
58.6M
Call Options Held
500
Put Options Held
2K
View Full List

About IHARES CORE 1-5 YEARS USD BOND

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