Founders Financial Securities LLC Ihares Core 1 5 Years Usd Bond Transaction History

Founders Financial Securities LLC

$1.08 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$46.84 - $47.46 $628,499 - $636,818	13,418 Added 4.9%	287,235 $13.6 Million
Q1 2024 Apr 17, 2024	SELL	$47.16 - $47.73 $2.4 Million - $2.43 Million	-50,918 Reduced 15.68%	273,817 $13 Million
Q4 2023 Feb 06, 2024	BUY	$46.0 - $47.56 $1.49 Million - $1.54 Million	32,424 Added 11.09%	324,735 $15.4 Million
Q3 2023 Oct 17, 2023	BUY	$46.26 - $46.9 $1.66 Million - $1.68 Million	35,864 Added 13.98%	292,311 $13.6 Million
Q2 2023 Aug 11, 2023	BUY	$46.63 - $47.38 $3.16 Million - $3.21 Million	67,825 Added 35.96%	256,447 $12 Million
Q1 2023 May 04, 2023	BUY	$46.16 - $47.28 $1.73 Million - $1.77 Million	37,502 Added 24.82%	188,622 $8.9 Million
Q4 2022 Feb 08, 2023	BUY	$45.61 - $46.84 $1.1 Million - $1.13 Million	24,094 Added 18.97%	151,120 $7.02 Million
Q3 2022 Oct 27, 2022	BUY	$45.93 - $47.9 $3.86 Million - $4.02 Million	83,987 Added 195.14%	127,026 $5.86 Million
Q2 2022 Jul 27, 2022	SELL	$46.78 - $48.31 $820,848 - $847,695	-17,547 Reduced 28.96%	43,039 $2.04 Million
Q1 2022 May 13, 2022	BUY	$48.28 - $50.36 $2.93 Million - $3.05 Million	60,586 New	60,586 $2.94 Million

Others Institutions Holding ISTB

# of Institutions

411

Shares Held

61.9M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.7M
Shares

$515 Million
4.97% of portfolio
State Of Wisconsin Investment Board Madison, WI

5.05M
Shares

$242 Million
0.65% 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

3.07M
Shares

$147 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.9M
Shares

$91.1 Million
0.03% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Securities LLC with notifications on news.