Bogart Wealth, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Bogart Wealth, LLC holds 992 shares of ISTB stock, worth $47,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
992
Previous 705 40.71%
Holding current value
$47,268
Previous $33,000 45.45%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$47.18 - $48.74 $13,540 - $13,988
287 Added 40.71%
992 $48,000
Q2 2024

Jul 31, 2024
BUY
$46.84 - $47.46 $5,527 - $5,600
118 Added 20.1%
705 $33,000
Q1 2022

Apr 22, 2022
SELL
$48.28 - $50.36 $23,174 - $24,172
-480 Reduced 44.99%
587 $28,000
Q1 2021

Apr 16, 2021
SELL
$51.2 - $51.67 $1,996 - $2,015
-39 Reduced 3.53%
1,067 $55,000
Q2 2019

Jul 11, 2019
BUY
N/A
200 Added 22.08%
1,106 $55,000
Q1 2019

Apr 08, 2019
BUY
N/A
280 Added 44.73%
906 $45,000
Q3 2017

Oct 12, 2017
BUY
N/A
626
626 $31,000

Others Institutions Holding ISTB

# of Institutions
388
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email