Leicht Financial Planning & Wealth Management, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$48.23 - $51.34 $567,136 - $603,707	-11,759 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$50.24 - $50.61 $483,308 - $486,868	-9,620 Reduced 45.0%	11,759 $593,000
Q3 2019 Oct 17, 2019	SELL	$50.22 - $50.52 $971,254 - $977,056	-19,340 Reduced 47.5%	21,379 $1.08 Million
Q2 2019 Aug 02, 2019	BUY	N/A	6,620 Added 19.41%	40,719 $2.05 Million
Q1 2019 May 02, 2019	BUY	N/A	29,000 Added 568.74%	34,099 $1.7 Million
Q4 2018 Jan 28, 2019	BUY	N/A	5,099 New	5,099 $250,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

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

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 Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Account