Pfg Advisors Ihares Core 1 5 Years Usd Bond Transaction History

Pfg Advisors

$1.55 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$46.63 - $47.38 $109,347 - $111,106	-2,345 Reduced 28.52%	5,878 $274,000
Q1 2023 Apr 20, 2023	SELL	$46.16 - $47.28 $861,530 - $882,433	-18,664 Reduced 69.42%	8,223 $387,000
Q4 2022 Jan 27, 2023	SELL	$45.61 - $46.84 $115,575 - $118,692	-2,534 Reduced 8.61%	26,887 $1.25 Million
Q3 2022 Oct 13, 2022	SELL	$45.93 - $47.9 $103,250 - $107,679	-2,248 Reduced 7.1%	29,421 $1.36 Million
Q2 2022 Jul 13, 2022	SELL	$46.78 - $48.31 $61,235 - $63,237	-1,309 Reduced 3.97%	31,669 $1.5 Million
Q1 2022 Apr 19, 2022	SELL	$48.28 - $50.36 $39,975 - $41,698	-828 Reduced 2.45%	32,978 $1.6 Million
Q4 2021 Jan 21, 2022	SELL	$50.4 - $51.06 $6,501 - $6,586	-129 Reduced 0.38%	33,806 $1.71 Million
Q3 2021 Nov 05, 2021	BUY	$51.04 - $51.35 $1.37 Million - $1.38 Million	26,868 Added 380.19%	33,935 $1.73 Million
Q4 2018 Jan 18, 2019	BUY	N/A	7,067 New	7,067 $347,000

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 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

3.14M
Shares

$150 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

$85.4 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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