Walter & Keenan Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History

Walter & Keenan Wealth Management LLC

  • $304 Million
  • Q1 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 5,540 shares of ISTB stock, worth $263,150. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,540
Previous 5,540 -0.0%
Holding current value
$263,150
Previous $263,000 0.38%
% of portfolio
0.09%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 28, 2023
SELL
$46.63 - $47.38 $55,956 - $56,856
-1,200 Reduced 17.8%
5,540 $258,000
Q1 2023

Apr 26, 2023
SELL
$46.16 - $47.28 $82,164 - $84,158
-1,780 Reduced 20.89%
6,740 $317,000
Q4 2022

Jan 30, 2023
SELL
$45.73 - $46.84 $4,573 - $4,684
-100 Reduced 1.16%
8,520 $395,000
Q3 2022

Oct 21, 2022
BUY
N/A
8,620 New
8,620 $397,000
Q2 2022

Jul 20, 2022
SELL
N/A
-199 Reduced 2.26%
8,620 $409,000
Q1 2022

Apr 29, 2022
BUY
N/A
205 Added 2.38%
8,819 $418,000
Q4 2021

Jan 24, 2022
BUY
N/A
9 Added 0.1%
8,614 $434,000
Q3 2021

Oct 18, 2021
BUY
N/A
8,605 New
8,605 $439,000

Others Institutions Holding ISTB

# of Institutions
397
Shares Held
59M
Call Options Held
500
Put Options Held
2K
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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