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

411

Shares Held

61.9M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.7M
Shares

$515 Million
4.97% of portfolio
State Of Wisconsin Investment Board Madison, WI

5.05M
Shares

$242 Million
0.65% 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

3.07M
Shares

$147 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.9M
Shares

$91.1 Million
0.03% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.