Financial Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Financial Advisors, LLC

$482 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	N/A	-8,474 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	N/A	-5,060 Reduced 37.39%	8,474 $437,000
Q2 2020 Aug 14, 2020	BUY	N/A	13,534 New	13,534 $697,000

Others Institutions Holding ISTB

# of Institutions

394

Shares Held

58.9M

Call Options Held

500

Put Options Held

2K

Acorns Advisers, LLC Irvine, CA

9.23M
Shares

$438 Million
4.89% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.77M
Shares

$226 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.22M
Shares

$153 Million
0.04% of portfolio
Trust Point Inc. La Crosse, WI

3.1M
Shares

$147 Million
11.56% of portfolio
Jpmorgan Chase & CO New York, NY

1.9M
Shares

$90.4 Million
0.01% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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