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 $7.57 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
157,849
Previous 149,585
5.52%
Holding current value
$7.57 Million
Previous $7.05 Million
4.37%
% of portfolio
0.74%
Previous 0.73%
Shares
12 transactions
Others Institutions Holding ISTB
# of Institutions
399Shares Held
59.1MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.2MShares$491 Million4.92% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$232 Million0.62% of portfolio
-
Trust Point Inc. La Crosse, WI3.4MShares$163 Million11.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$147 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.1 Million0.03% of portfolio