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

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$48.28 - $50.36 $200,989 - $209,648	-4,163 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$50.4 - $51.06 $25,653 - $25,989	-509 Reduced 10.89%	4,163 $210,000
Q3 2021 Nov 15, 2021	BUY	$51.04 - $51.35 $18,680 - $18,794	366 Added 8.5%	4,672 $239,000
Q2 2021 Aug 16, 2021	BUY	$51.18 - $51.42 $220,381 - $221,414	4,306 New	4,306 $221,000
Q1 2021 May 18, 2021	SELL	$51.2 - $51.67 $204,902 - $206,783	-4,002 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$51.33 - $51.65 $205,422 - $206,703	4,002 New	4,002 $207,000
Q2 2018 Aug 13, 2018	SELL	N/A	-664 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-116 Reduced 14.87%	664 $33,000
Q3 2017 Nov 14, 2017	BUY	N/A	780	780 $39,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

0

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$470 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.63% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$150 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.9 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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