Live Oak Investment Partners Ihares Core 1 5 Years Usd Bond Transaction History

Live Oak Investment Partners

$116 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$46.0 - $47.56 $1,564 - $1,617	-34 Reduced 11.68%	257 $12,000
Q4 2022 Feb 15, 2023	BUY	$45.61 - $46.84 $13,272 - $13,630	291 New	291 $13,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

0

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

About IHARES CORE 1-5 YEARS USD BOND

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