Opal Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Opal Wealth Advisors, LLC

  • $315 Million
  • Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 336,320 shares of ISTB stock, worth $16 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares
336,320
Previous 301,129 11.69%
Holding current value
$16 Million
Previous $14.3 Million 14.78%
% of portfolio
5.21%
Previous 4.63%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$47.18 - $48.74 $1.66 Million - $1.72 Million
35,191 Added 11.69%
336,320 $16.4 Million
Q2 2024

Jul 12, 2024
SELL
$46.84 - $47.46 $248,814 - $252,107
-5,312 Reduced 1.73%
301,129 $14.3 Million
Q1 2024

Apr 11, 2024
SELL
$47.16 - $47.73 $6.1 Million - $6.18 Million
-129,423 Reduced 29.69%
306,441 $14.5 Million
Q4 2023

Jan 19, 2024
BUY
$46.0 - $47.56 $493,074 - $509,795
10,719 Added 2.52%
435,864 $20.7 Million
Q3 2023

Oct 18, 2023
SELL
$46.26 - $46.9 $149,928 - $152,002
-3,241 Reduced 0.76%
425,145 $19.7 Million
Q2 2023

Jul 27, 2023
BUY
$46.63 - $47.38 $535,405 - $544,017
11,482 Added 2.75%
428,386 $20 Million
Q1 2023

Apr 19, 2023
BUY
$46.16 - $47.28 $1.03 Million - $1.05 Million
22,260 Added 5.64%
416,904 $19.7 Million
Q4 2022

Feb 03, 2023
SELL
$45.61 - $46.84 $642,508 - $659,835
-14,087 Reduced 3.45%
394,644 $18.3 Million
Q3 2022

Oct 17, 2022
SELL
$45.93 - $47.9 $538,988 - $562,106
-11,735 Reduced 2.79%
408,731 $18.8 Million
Q2 2022

Aug 10, 2022
BUY
$46.78 - $48.31 $19.7 Million - $20.3 Million
420,466 New
420,466 $19.9 Million

Others Institutions Holding ISTB

# of Institutions
388
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
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