Divergent Wealth Advisors Ihares Core 1 5 Years Usd Bond Transaction History

Divergent Wealth Advisors

$546 Million
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$46.0 - $47.56 $130,410 - $134,832	-2,835 Reduced 1.1%	253,997 $12.1 Million
Q3 2023 Oct 31, 2023	SELL	$46.26 - $46.9 $2.5 Million - $2.53 Million	-54,027 Reduced 17.38%	256,832 $11.9 Million
Q2 2023 Jul 07, 2023	BUY	$46.63 - $47.38 $389,873 - $396,144	8,361 Added 2.76%	310,859 $14.5 Million
Q1 2023 Apr 24, 2023	SELL	$46.16 - $47.28 $349,061 - $357,531	-7,562 Reduced 2.44%	302,498 $14.3 Million
Q4 2022 Feb 10, 2023	SELL	$45.61 - $46.84 $5.55 Million - $5.7 Million	-121,598 Reduced 28.17%	310,060 $14.4 Million
Q3 2022 Nov 08, 2022	BUY	$45.93 - $47.9 $1.63 Million - $1.7 Million	35,572 Added 8.98%	431,658 $19.9 Million
Q2 2022 Jul 20, 2022	SELL	$46.78 - $48.31 $2.05 Million - $2.11 Million	-43,767 Reduced 9.95%	396,086 $18.8 Million
Q1 2022 Apr 18, 2022	BUY	$48.28 - $50.36 $461,411 - $481,290	9,557 Added 2.22%	439,853 $21.3 Million
Q4 2021 Jan 20, 2022	BUY	$50.4 - $51.06 $854,582 - $865,773	16,956 Added 4.1%	430,296 $21.7 Million
Q3 2021 Oct 25, 2021	BUY	$51.04 - $51.35 $1.06 Million - $1.07 Million	20,861 Added 5.32%	413,340 $21.1 Million
Q2 2021 Jul 28, 2021	SELL	$51.18 - $51.42 $355,138 - $356,803	-6,939 Reduced 1.74%	392,479 $20.1 Million
Q1 2021 Apr 23, 2021	BUY	$51.2 - $51.67 $1.96 Million - $1.98 Million	38,255 Added 10.59%	399,418 $20.5 Million
Q4 2020 Jan 22, 2021	BUY	$51.33 - $51.65 $1.19 Million - $1.2 Million	23,260 Added 6.88%	361,163 $18.7 Million
Q3 2020 Nov 05, 2020	SELL	$51.36 - $51.69 $17.9 Million - $18 Million	-347,563 Reduced 50.7%	337,903 $17.4 Million
Q2 2020 Aug 05, 2020	BUY	$50.12 - $51.49 $26.6 Million - $27.3 Million	530,360 Added 341.93%	685,466 $35.3 Million
Q1 2020 May 06, 2020	SELL	$48.23 - $51.34 $34 Million - $36.2 Million	-704,687 Reduced 81.96%	155,106 $7.83 Million
Q4 2019 Jan 08, 2020	BUY	$50.24 - $50.61 $11.4 Million - $11.5 Million	227,338 Added 35.95%	859,793 $43.3 Million
Q3 2019 Oct 28, 2019	SELL	$50.22 - $50.52 $9.19 Million - $9.25 Million	-183,019 Reduced 22.44%	632,455 $31.9 Million
Q2 2019 Aug 05, 2019	BUY	N/A	199,376 Added 32.36%	815,474 $41.1 Million
Q1 2019 Apr 08, 2019	BUY	N/A	304,819 Added 97.92%	616,098 $30.7 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-463,311 Reduced 59.81%	311,279 $15.3 Million
Q3 2018 Oct 10, 2018	BUY	N/A	192,214 Added 33.01%	774,590 $37.7 Million
Q2 2018 Jul 10, 2018	BUY	N/A	10,291 Added 1.8%	582,376 $28.6 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-97,535 Reduced 14.57%	572,085 $28.2 Million
Q4 2017 Feb 15, 2018	BUY	N/A	669,620	669,620 $33.4 Million

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

View Full List

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