Cary Street Partners Investment Advisory LLC Ihares Core 1 5 Years Usd Bond Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$46.26 - $46.9 $2,127 - $2,157	46 New	46 $2,000
Q4 2020 Feb 12, 2021	SELL	$51.33 - $51.65 $15,399 - $15,495	-300 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$51.36 - $51.69 $15,408 - $15,507	300 New	300 $15,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

57.6M

Call Options Held

Put Options Held

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.4 Million
0.0% of portfolio

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