Bergan Kdv Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 157,849 shares of ISTB stock, worth $7.48 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
157,849
Previous 149,585 5.52%
Holding current value
$7.48 Million
Previous $7.05 Million 4.37%
% of portfolio
0.74%
Previous 0.73%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$46.63 - $47.38 $385,350 - $391,548
8,264 Added 5.52%
157,849 $7.36 Million
Q1 2023

Apr 27, 2023
SELL
$46.16 - $47.28 $100,813 - $103,259
-2,184 Reduced 1.44%
149,585 $7.05 Million
Q4 2022

Jan 31, 2023
SELL
$45.73 - $46.84 $636,195 - $651,638
-13,912 Reduced 8.4%
151,769 $7.05 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-25,672 Reduced 13.42%
165,681 $7.64 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-8,218 Reduced 4.12%
191,353 $9.07 Million
Q1 2022

May 09, 2022
BUY
N/A
22,039 Added 12.41%
199,571 $9.67 Million
Q4 2021

Jan 28, 2022
BUY
N/A
23,923 Added 15.57%
177,532 $8.95 Million
Q3 2021

Nov 12, 2021
BUY
N/A
153,537 Added 213245.83%
153,609 $7.85 Million
Q1 2020

Apr 24, 2020
SELL
N/A
-11 Reduced 13.25%
72 $4,000
Q4 2018

Feb 01, 2019
BUY
N/A
54 Added 186.21%
83 $4,000
Q3 2018

Nov 09, 2018
SELL
N/A
-500 Reduced 94.52%
29 $1,000
Q2 2018

Jul 23, 2018
BUY
N/A
529 New
529 $26,000

Others Institutions Holding ISTB

# of Institutions
394
Shares Held
58.9M
Call Options Held
500
Put Options Held
2K
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
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