Smith & Howard Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Smith & Howard Wealth Management, LLC
- $353 Million
- Q4 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 14,539 shares of ISTB stock, worth $697,435. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,539
Previous 14,539
-0.0%
Holding current value
$697,435
Previous $707,000
1.84%
% of portfolio
0.2%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding ISTB
# of Institutions
408Shares Held
62.2MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$515 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$242 Million0.65% of portfolio
-
Trust Point Inc. La Crosse, WI3.4MShares$163 Million11.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$147 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.1 Million0.03% of portfolio