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

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 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 116,867 shares of ISTB stock, worth $5.64 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
116,867
Previous 97,141 20.31%
Holding current value
$5.64 Million
Previous $4.58 Million 21.67%
% of portfolio
2.46%
Previous 2.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
393
Shares Held
58M
Call Options Held
0
Put Options Held
100
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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