A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 20,887 shares of ILTB stock, worth $1.02 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
20,887
Previous 64,202 67.47%
Holding current value
$1.02 Million
Previous $3.25 Million 66.81%
% of portfolio
0.48%
Previous 1.44%

Shares

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

Nov 12, 2024

SELL
$48.89 - $54.14 $2.12 Million - $2.35 Million
-43,315 Reduced 67.47%
20,887 $1.08 Million
Q2 2024

Jul 25, 2024

BUY
$48.11 - $50.91 $235,498 - $249,204
4,895 Added 8.25%
64,202 $3.25 Million
Q1 2024

Apr 17, 2024

BUY
$49.79 - $52.38 $90,368 - $95,069
1,815 Added 3.16%
59,307 $2.97 Million
Q4 2023

Feb 07, 2024

BUY
$44.52 - $53.18 $168,196 - $200,914
3,778 Added 7.03%
57,492 $2.94 Million
Q3 2023

Nov 21, 2023

BUY
$47.23 - $52.75 $2.54 Million - $2.83 Million
53,714 New
53,714 $2.59 Million

Others Institutions Holding ILTB

About ISHARES CORE 10+ YEAR USD BOND


  • Ticker ILTB
  • Sector ETFs
  • Industry ETFs
More about ILTB
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.