Jgp Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Jgp Wealth Management, LLC
- $688 Million
- Q1 2024
A detailed history of Jgp Wealth Management, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 105,486 shares of ISTB stock, worth $4.98 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
105,486
Previous 88,463
19.24%
Holding current value
$4.98 Million
Previous $4.21 Million
18.94%
% of portfolio
0.73%
Previous 0.62%
Shares
22 transactions
Others Institutions Holding ISTB
# of Institutions
394Shares Held
58.9MCall Options Held
500Put Options Held
2K-
Acorns Advisers, LLC Irvine, CA9.23MShares$436 Million4.89% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.77MShares$225 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.22MShares$152 Million0.04% of portfolio
-
Trust Point Inc. La Crosse, WI3.1MShares$147 Million11.56% of portfolio
-
Jpmorgan Chase & CO New York, NY1.9MShares$89.9 Million0.01% of portfolio