A detailed history of Brio Consultants, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Brio Consultants, LLC holds 136,799 shares of ISTB stock, worth $6.52 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
136,799
Previous 140,201 2.43%
Holding current value
$6.52 Million
Previous $6.64 Million 0.27%
% of portfolio
1.07%
Previous 1.1%

Shares

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

Oct 18, 2024

SELL
$47.18 - $48.74 $160,506 - $165,813
-3,402 Reduced 2.43%
136,799 $6.66 Million
Q2 2024

Aug 05, 2024

SELL
$46.84 - $47.46 $113,493 - $114,995
-2,423 Reduced 1.7%
140,201 $6.64 Million
Q1 2024

Apr 29, 2024

SELL
$47.16 - $47.73 $467,968 - $473,624
-9,923 Reduced 6.5%
142,624 $6.77 Million
Q4 2023

Feb 02, 2024

SELL
$46.0 - $47.56 $4.19 Million - $4.33 Million
-91,124 Reduced 37.4%
152,547 $7.26 Million
Q3 2023

Oct 27, 2023

BUY
$46.26 - $46.9 $11.3 Million - $11.4 Million
243,671 New
243,671 $11.3 Million
Q4 2022

Feb 07, 2023

SELL
$45.61 - $46.84 $1.22 Million - $1.25 Million
-26,663 Reduced 79.44%
6,899 $320,000
Q3 2022

Oct 25, 2022

SELL
$45.93 - $47.9 $3.53 Million - $3.68 Million
-76,889 Reduced 69.61%
33,562 $1.54 Million
Q2 2022

Jul 14, 2022

SELL
$46.78 - $48.31 $16.3 Million - $16.9 Million
-349,255 Reduced 75.97%
110,451 $5.22 Million
Q1 2022

May 04, 2022

BUY
$48.28 - $50.36 $1.22 Million - $1.27 Million
25,176 Added 5.79%
459,706 $22.3 Million
Q4 2021

Jan 19, 2022

BUY
$50.4 - $51.06 $21.9 Million - $22.2 Million
434,530 New
434,530 $21.9 Million

Others Institutions Holding ISTB

About IHARES CORE 1-5 YEARS USD BOND


  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Brio Consultants, LLC Portfolio

Follow Brio Consultants, 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 Brio Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brio Consultants, LLC with notifications on news.