New England Capital Financial Advisors LLC Ihares Core 1 5 Years Usd Bond Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$46.16 - $47.28 $63,146 - $64,679	-1,368 Reduced 86.31%	217 $10.2 Million
Q4 2022 Feb 03, 2023	BUY	$45.61 - $46.84 $72,291 - $74,241	1,585 New	1,585 $74.7 Million

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

Put Options Held

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$487 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$149 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85 Million
0.0% of portfolio

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