Sja Financial Advisory, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Sja Financial Advisory, LLC

$146 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$46.78 - $48.31 $252,892 - $261,163	-5,406 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$48.28 - $50.36 $4,248 - $4,431	-88 Reduced 1.6%	5,406 $262,000
Q4 2021 Feb 16, 2022	SELL	$50.4 - $51.06 $957 - $970	-19 Reduced 0.34%	5,494 $277,000
Q3 2021 Nov 08, 2021	BUY	$51.04 - $51.35 $1,071 - $1,078	21 Added 0.38%	5,513 $282,000
Q2 2021 Jul 21, 2021	BUY	$51.18 - $51.42 $30,810 - $30,954	602 Added 12.31%	5,492 $282,000
Q1 2021 May 14, 2021	BUY	$51.2 - $51.67 $716 - $723	14 Added 0.29%	4,890 $251,000
Q4 2020 Feb 08, 2021	BUY	$51.33 - $51.65 $20,583 - $20,711	401 Added 8.96%	4,876 $252,000
Q3 2020 Nov 06, 2020	BUY	$51.36 - $51.69 $7,139 - $7,184	139 Added 3.21%	4,475 $231,000
Q2 2020 Aug 12, 2020	BUY	$50.12 - $51.49 $217,320 - $223,260	4,336 New	4,336 $223,000
Q1 2020 May 11, 2020	SELL	$48.23 - $51.34 $234,011 - $249,101	-4,852 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$50.24 - $50.61 $1,155 - $1,164	23 Added 0.48%	4,852 $245,000
Q3 2019 Oct 30, 2019	BUY	$50.22 - $50.52 $1,657 - $1,667	33 Added 0.69%	4,829 $244,000
Q2 2019 Aug 02, 2019	BUY	N/A	34 Added 0.71%	4,796 $242,000
Q1 2019 May 03, 2019	BUY	N/A	530 Added 12.52%	4,762 $237,000
Q4 2018 Jan 28, 2019	SELL	N/A	-998 Reduced 19.08%	4,232 $208,000
Q3 2018 Nov 06, 2018	BUY	N/A	34 Added 0.65%	5,230 $256,000
Q2 2018 Aug 08, 2018	BUY	N/A	235 Added 4.74%	5,196 $255,000
Q1 2018 May 11, 2018	BUY	N/A	19 Added 0.38%	4,961 $245,000
Q4 2017 Feb 14, 2018	BUY	N/A	4,942	4,942 $246,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$487 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$149 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 Million
0.0% of portfolio

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