Selective Wealth Management, Inc. Ishares Core 10+ Year Usd Bond Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 09, 2021	SELL	$67.52 - $76.0 $2,430 - $2,736	-36 Reduced 83.72%	7 $0
Q1 2020 Apr 16, 2020	BUY	$61.86 - $76.96 $2,659 - $3,309	43 New	43 $3,000

Others Institutions Holding ILTB

# of Institutions

98

Shares Held

7.17M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$68.8 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

793K
Shares

$40.5 Million
0.04% of portfolio
Ae Wealth Management LLC

768K
Shares

$39.2 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

659K
Shares

$33.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

316K
Shares

$16.1 Million
0.0% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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