Level Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Level Wealth Management LLC
- $172 Billion
- Q2 2025
A detailed history of Level Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Level Wealth Management LLC holds 8,591 shares of ISTB stock, worth $419,756. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,591
Previous 20,170
57.41%
Holding current value
$419,756
Previous $975 Million
57.14%
% of portfolio
0.24%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding ISTB
# of Institutions
417Shares Held
61MCall Options Held
5.2KPut Options Held
0-
Acorns Advisers, LLC Irvine, CA10.2MShares$498 Million4.26% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.13MShares$251 Million0.65% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.4MShares$117 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2MShares$97.5 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$87.2 Million0.0% of portfolio