Masso Torrence Wealth Management Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Masso Torrence Wealth Management Inc.

$200 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$48.28 - $50.36 $11,056 - $11,532	-229 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$50.4 - $51.06 $11,541 - $11,692	229 New	229 $12,000

Others Institutions Holding ISTB

# of Institutions

417

Shares Held

61M

Call Options Held

5.2K

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$498 Million
4.26% of portfolio
State Of Wisconsin Investment Board Madison, WI

5.13M
Shares

$251 Million
0.65% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.4M
Shares

$117 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2M
Shares

$97.5 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$87.2 Million
0.0% of portfolio

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