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

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,321 shares of ISTB stock, worth $206,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,321

Holding current value

$206,803

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.18 - $48.74 $203,864 - $210,605	4,321 New	4,321 $210,000
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

387

Shares Held

57.7M

Call Options Held

Put Options Held

View Full List

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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