Rooted Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 55,657 shares of ISTB stock, worth $2.66 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

55,657

Previous 116,867 52.38%

Holding current value

$2.66 Million

Previous $5.58 Million 51.89%

% of portfolio

1.2%

Previous 2.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.18 - $48.74 $2.89 Million - $2.98 Million	-61,210 Reduced 52.38%	55,657 $2.68 Million
Q2 2024 Jul 25, 2024	BUY	$46.84 - $47.46 $923,965 - $936,195	19,726 Added 20.31%	116,867 $5.58 Million
Q1 2024 Apr 17, 2024	BUY	$47.16 - $47.73 $145,913 - $147,676	3,094 Added 3.29%	97,141 $4.58 Million
Q4 2023 Feb 07, 2024	BUY	$46.0 - $47.56 $547,308 - $565,868	11,898 Added 14.48%	94,047 $4.46 Million
Q3 2023 Nov 21, 2023	BUY	$46.26 - $46.9 $3.21 Million - $3.26 Million	69,457 Added 547.25%	82,149 $3.84 Million
Q2 2023 Aug 03, 2023	BUY	$46.63 - $47.38 $591,827 - $601,346	12,692 New	12,692 $589,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

57.6M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History