Epiq Capital Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Epiq Capital Group, LLC

$331 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$51.04 - $51.35 $215,235 - $216,542	-4,217 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$51.18 - $51.42 $921 - $925	18 Added 0.43%	4,217 $216,000
Q1 2021 May 03, 2021	BUY	$51.2 - $51.67 $665 - $671	13 Added 0.31%	4,199 $215,000
Q4 2020 Feb 01, 2021	BUY	$51.33 - $51.65 $1,334 - $1,342	26 Added 0.63%	4,186 $216,000
Q3 2020 Nov 06, 2020	BUY	$51.36 - $51.69 $1,181 - $1,188	23 Added 0.56%	4,160 $214,000
Q2 2020 Jul 27, 2020	BUY	$50.12 - $51.49 $1,253 - $1,287	25 Added 0.61%	4,137 $213,000
Q1 2020 Jun 18, 2020	BUY	$48.23 - $51.34 $819 - $872	17 Added 0.42%	4,112 $208,000
Q4 2019 Jun 18, 2020	BUY	$50.24 - $50.61 $205,732 - $207,247	4,095 New	4,095 $206,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$487 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$149 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 Million
0.0% of portfolio

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