Level Financial Advisors, Inc. Ishares Core 10+ Year Usd Bond Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$44.52 - $53.18 $49,550 - $59,189	1,113 Added 2182.35%	1,164 $61,000
Q3 2023 Oct 18, 2023	BUY	$47.23 - $52.75 $2,408 - $2,690	51 New	51 $2,000

Others Institutions Holding ILTB

# of Institutions

98

Shares Held

7.17M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$68.8 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

793K
Shares

$40.5 Million
0.04% of portfolio
Ae Wealth Management LLC

768K
Shares

$39.2 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

659K
Shares

$33.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

316K
Shares

$16.1 Million
0.0% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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