King Wealth Ihares Core 1 5 Years Usd Bond Transaction History

King Wealth

$642 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$50.4 - $51.06 $225,792 - $228,748	-4,480 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$51.2 - $51.67 $1,689 - $1,705	-33 Reduced 0.73%	4,480 $230,000
Q4 2020 Feb 12, 2021	SELL	$51.33 - $51.65 $2,720 - $2,737	-53 Reduced 1.16%	4,513 $233,000
Q3 2020 Nov 12, 2020	SELL	$51.36 - $51.69 $5,546 - $5,582	-108 Reduced 2.31%	4,566 $235,000
Q1 2020 May 13, 2020	SELL	$48.23 - $51.34 $12,925 - $13,759	-268 Reduced 5.42%	4,674 $236,000
Q4 2019 Feb 13, 2020	SELL	$50.24 - $50.61 $7,284 - $7,338	-145 Reduced 2.85%	4,942 $249,000
Q3 2019 Nov 13, 2019	SELL	$50.22 - $50.52 $7,733 - $7,780	-154 Reduced 2.94%	5,087 $257,000
Q2 2019 Aug 13, 2019	BUY	N/A	1,207 Added 29.92%	5,241 $264,000
Q1 2019 May 13, 2019	BUY	N/A	4,034 New	4,034 $201,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$492 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.62% 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

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.8 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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