Evoke Wealth, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	BUY	$48.23 - $51.34 $24,983 - $26,594	518 New	518 $26.2 Million
Q4 2019 Feb 07, 2020	SELL	$50.24 - $50.61 $26,024 - $26,215	-518 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$50.22 - $50.52 $26,013 - $26,169	518 New	518 $26.2 Million

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

$488 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

$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

$85.1 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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