Independent Solutions Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Dec 19, 2024
SELL
$24.28 - $25.47 $280,118 - $293,847
-11,537 Closed
0 $0
Q2 2023

Dec 19, 2024
SELL
$25.22 - $26.01 $35,560 - $36,674
-1,410 Reduced 10.89%
11,537 $293 Million
Q1 2023

Dec 19, 2024
SELL
$24.92 - $26.08 $62,623 - $65,539
-2,513 Reduced 16.25%
12,947 $334 Million
Q4 2022

Dec 19, 2024
SELL
$24.25 - $25.85 $3,928 - $4,187
-162 Reduced 1.04%
15,460 $389 Million
Q3 2022

Dec 19, 2024
BUY
$24.75 - $27.0 $65,439 - $71,388
2,644 Added 20.37%
15,622 $390 Million
Q2 2022

Dec 19, 2024
SELL
$25.67 - $27.71 $2,823 - $3,048
-110 Reduced 0.84%
12,978 $342 Million
Q1 2022

Dec 19, 2024
SELL
$27.54 - $29.46 $3,635 - $3,888
-132 Reduced 1.0%
13,088 $364 Million
Q4 2021

Dec 19, 2024
BUY
$29.5 - $29.98 $16,520 - $16,788
560 Added 4.42%
13,220 $392 Million
Q3 2021

Dec 19, 2024
BUY
$29.83 - $30.33 $19,300 - $19,623
647 Added 5.39%
12,660 $378 Million
Q2 2021

Dec 19, 2024
BUY
$29.63 - $30.01 $59,734 - $60,500
2,016 Added 20.17%
12,013 $361 Million
Q1 2021

Dec 19, 2024
BUY
$29.52 - $30.77 $64,176 - $66,893
2,174 Added 27.79%
9,997 $296 Million
Q4 2020

Dec 19, 2024
SELL
$30.52 - $30.88 $4,394 - $4,446
-144 Reduced 1.81%
7,823 $241 Million
Q3 2020

Dec 19, 2024
BUY
$30.77 - $31.23 $6,523 - $6,620
212 Added 2.73%
7,967 $245 Million
Q2 2020

Dec 19, 2024
SELL
$30.0 - $30.86 $210 - $216
-7 Reduced 0.09%
7,755 $239 Million
Q1 2020

Dec 19, 2024
BUY
$27.93 - $30.83 $11,367 - $12,547
407 Added 5.53%
7,762 $235 Million
Q4 2019

Dec 13, 2024
BUY
$29.24 - $29.77 $215,060 - $218,958
7,355 New
7,355 $216 Million

Others Institutions Holding SPAB

# of Institutions
503
Shares Held
266M
Call Options Held
800
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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  • Ticker SPAB
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