Lws Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 160,748 shares of ISTB stock, worth $7.69 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

160,748

Previous 150,433 6.86%

Holding current value

$7.69 Million

Previous $6.98 Million 9.57%

% of portfolio

2.99%

Previous 3.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$46.0 - $47.56 $474,490 - $490,581	10,315 Added 6.86%	160,748 $7.65 Million
Q3 2023 Nov 13, 2023	SELL	$46.26 - $46.9 $3.66 Million - $3.72 Million	-79,213 Reduced 34.49%	150,433 $6.98 Million
Q2 2023 Jul 28, 2023	SELL	$46.63 - $47.38 $105,197 - $106,889	-2,256 Reduced 0.97%	229,646 $10.7 Million
Q1 2023 Apr 28, 2023	SELL	$46.16 - $47.28 $54,884 - $56,215	-1,189 Reduced 0.51%	231,902 $10.9 Million
Q4 2022 Feb 14, 2023	BUY	$45.61 - $46.84 $111,105 - $114,102	2,436 Added 1.06%	233,091 $10.8 Million
Q3 2022 Nov 14, 2022	BUY	$45.93 - $47.9 $822,790 - $858,080	17,914 Added 8.42%	230,655 $10.6 Million
Q2 2022 Aug 05, 2022	SELL	$46.78 - $48.31 $929,191 - $959,581	-19,863 Reduced 8.54%	212,741 $10.1 Million
Q1 2022 May 10, 2022	SELL	$48.28 - $50.36 $377,984 - $394,268	-7,829 Reduced 3.26%	232,604 $11.3 Million
Q4 2021 Feb 02, 2022	BUY	$50.4 - $51.06 $675,612 - $684,459	13,405 Added 5.9%	240,433 $12.1 Million
Q3 2021 Nov 09, 2021	SELL	$51.04 - $51.35 $3,521 - $3,543	-69 Reduced 0.03%	227,028 $11.6 Million
Q2 2021 Jul 23, 2021	BUY	$51.18 - $51.42 $2.65 Million - $2.66 Million	51,697 Added 29.47%	227,097 $11.6 Million
Q1 2021 Apr 29, 2021	BUY	$51.2 - $51.67 $2.61 Million - $2.63 Million	50,884 Added 40.87%	175,400 $9 Million
Q4 2020 Jan 20, 2021	BUY	$51.33 - $51.65 $2.95 Million - $2.97 Million	57,524 Added 85.87%	124,516 $6.43 Million
Q3 2020 Nov 10, 2020	BUY	$51.36 - $51.69 $146,119 - $147,058	2,845 Added 4.44%	66,992 $3.45 Million
Q2 2020 Aug 05, 2020	BUY	$50.12 - $51.49 $340,164 - $349,462	6,787 Added 11.83%	64,147 $3.3 Million
Q1 2020 May 04, 2020	SELL	$48.23 - $51.34 $36,268 - $38,607	-752 Reduced 1.29%	57,360 $2.9 Million
Q4 2019 Feb 06, 2020	BUY	$50.24 - $50.61 $2.92 Million - $2.94 Million	58,112 New	58,112 $2.93 Million

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Lws Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History