Lutz Financial Services LLC Ihares Core 1 5 Years Usd Bond Transaction History

Lutz Financial Services LLC

$1.14 Billion
Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Lutz Financial Services LLC holds 83,601 shares of ISTB stock, worth $3.97 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

83,601

Previous 98,982 15.54%

Holding current value

$3.97 Million

Previous $4.71 Million 15.74%

% of portfolio

0.35%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$47.16 - $47.73 $725,367 - $734,135	-15,381 Reduced 15.54%	83,601 $3.97 Million
Q4 2023 Feb 07, 2024	BUY	$46.0 - $47.56 $215,004 - $222,295	4,674 Added 4.96%	98,982 $4.71 Million
Q3 2023 Nov 03, 2023	BUY	$46.26 - $46.9 $283,111 - $287,028	6,120 Added 6.94%	94,308 $4.37 Million
Q2 2023 Aug 07, 2023	SELL	$46.63 - $47.38 $289,665 - $294,324	-6,212 Reduced 6.58%	88,188 $4.11 Million
Q1 2023 May 01, 2023	BUY	$46.16 - $47.28 $311,395 - $318,950	6,746 Added 7.7%	94,400 $4.45 Million

Q4 2022 Feb 06, 2023	SELL	$45.73 - $46.84 $2.93 Million - $3 Million	-64,014 Reduced 42.21%	87,654 $4.07 Million
Q3 2022 Oct 21, 2022	BUY	N/A	20,514 Added 15.64%	151,668 $6.99 Million
Q2 2022 Jul 20, 2022	BUY	N/A	131,154 New	131,154 $6.22 Million

Others Institutions Holding ISTB

# of Institutions

396

Shares Held

59M

Call Options Held

500

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Lutz Financial Services LLC Ihares Core 1 5 Years Usd Bond Transaction History