Morris Retirement Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	SELL	$45.93 - $47.9 $376,580 - $392,732	-8,199 Reduced 11.69%	61,921 $2.85 Million
Q2 2022 Aug 08, 2022	BUY	$46.78 - $48.31 $171,589 - $177,201	3,668 Added 5.52%	70,120 $3.32 Million
Q1 2022 May 10, 2022	SELL	$48.28 - $50.36 $7,628 - $7,956	-158 Reduced 0.24%	66,452 $3.22 Million
Q4 2021 Feb 02, 2022	BUY	$50.4 - $51.06 $135,676 - $137,453	2,692 Added 4.21%	66,610 $3.36 Million
Q3 2021 Oct 28, 2021	BUY	$51.04 - $51.35 $51,244 - $51,555	1,004 Added 1.6%	63,918 $3.26 Million
Q2 2021 Jul 29, 2021	BUY	$51.18 - $51.42 $591,640 - $594,415	11,560 Added 22.51%	62,914 $3.23 Million
Q1 2021 May 04, 2021	SELL	$51.2 - $51.67 $151,142 - $152,529	-2,952 Reduced 5.44%	51,354 $2.63 Million
Q4 2020 Feb 01, 2021	BUY	$51.33 - $51.65 $2.79 Million - $2.8 Million	54,306 New	54,306 $2.8 Million

Others Institutions Holding ISTB

# of Institutions

396

Shares Held

59.1M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$491 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.4M
Shares

$163 Million
11.27% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.7 Million
0.0% of portfolio

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