Capasso Planning Partners LLC Ihares Core 1 5 Years Usd Bond Transaction History

Capasso Planning Partners LLC

$240 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$46.78 - $48.31 $194,745 - $201,114	-4,163 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$48.28 - $50.36 $200,989 - $209,648	4,163 New	4,163 $202,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$492 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.8 Million
0.0% of portfolio

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