A detailed history of Wealth Management Resources, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 296,477 shares of ISTB stock, worth $14.2 Million. This represents 5.23% of its overall portfolio holdings.

Number of Shares
296,477
Previous 205,971 43.94%
Holding current value
$14.2 Million
Previous $10 Million 41.25%
% of portfolio
5.23%
Previous 4.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$47.58 - $48.56 $4.31 Million - $4.39 Million
90,506 Added 43.94%
296,477 $14.2 Million
Q3 2024

Oct 31, 2024

BUY
$47.18 - $48.74 $136,161 - $140,663
2,886 Added 1.42%
205,971 $10 Million
Q2 2024

Jul 17, 2024

BUY
$46.84 - $47.46 $1.16 Million - $1.17 Million
24,705 Added 13.85%
203,085 $9.62 Million
Q1 2024

Apr 19, 2024

BUY
$47.16 - $47.73 $478,956 - $484,745
10,156 Added 6.04%
178,380 $8.46 Million
Q4 2023

Jan 19, 2024

BUY
$46.0 - $47.56 $7.74 Million - $8 Million
168,224 New
168,224 $8 Million

Others Institutions Holding ISTB

About IHARES CORE 1-5 YEARS USD BOND


  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.