Castleview Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Castleview Partners, LLC

$151 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$46.63 - $47.38 $64,116 - $65,147	-1,375 Reduced 87.86%	190 $8,000
Q1 2023 May 15, 2023	SELL	$46.16 - $47.28 $1,384 - $1,418	-30 Reduced 1.88%	1,565 $73,000
Q4 2022 Feb 01, 2023	SELL	$45.61 - $46.84 $729 - $749	-16 Reduced 0.99%	1,595 $74,000
Q3 2022 Nov 10, 2022	SELL	$45.93 - $47.9 $54,886 - $57,240	-1,195 Reduced 42.59%	1,611 $74,000
Q2 2022 Aug 17, 2022	SELL	$46.78 - $48.31 $3.35 Million - $3.46 Million	-71,706 Reduced 96.23%	2,806 $0
Q2 2022 Aug 16, 2022	BUY	$46.78 - $48.31 $3.41 Million - $3.52 Million	72,867 Added 4429.6%	74,512 $0
Q1 2022 May 16, 2022	SELL	$48.28 - $50.36 $3.55 Million - $3.7 Million	-73,495 Reduced 97.81%	1,645 $79,000
Q4 2021 Feb 17, 2022	BUY	$50.4 - $51.06 $3.79 Million - $3.84 Million	75,140 New	75,140 $0

Others Institutions Holding ISTB

# of Institutions

397

Shares Held

58.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$491 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

3.4M
Shares

$163 Million
11.27% 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

$85.7 Million
0.0% of portfolio

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