Wealthspire Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 43,570 shares of ISTB stock, worth $2.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,570

Previous 51,852 15.97%

Holding current value

$2.09 Million

Previous $2.46 Million 13.68%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$47.18 - $48.74 $390,744 - $403,664	-8,282 Reduced 15.97%	43,570 $2.12 Million
Q2 2024 Aug 08, 2024	BUY	$46.84 - $47.46 $63,561 - $64,403	1,357 Added 2.69%	51,852 $2.46 Million
Q1 2024 May 06, 2024	SELL	$47.16 - $47.73 $119,267 - $120,709	-2,529 Reduced 4.77%	50,495 $2.4 Million
Q4 2023 Feb 06, 2024	SELL	$46.0 - $47.56 $124,384 - $128,602	-2,704 Reduced 4.85%	53,024 $2.52 Million
Q3 2023 Nov 06, 2023	BUY	$46.26 - $46.9 $34,972 - $35,456	756 Added 1.38%	55,728 $2.58 Million
Q2 2023 Jul 31, 2023	SELL	$46.63 - $47.38 $144,040 - $146,356	-3,089 Reduced 5.32%	54,972 $2.56 Million
Q1 2023 May 09, 2023	SELL	$46.16 - $47.28 $171,946 - $176,118	-3,725 Reduced 6.03%	58,061 $2.74 Million
Q4 2022 Feb 13, 2023	SELL	$45.61 - $46.84 $406,339 - $417,297	-8,909 Reduced 12.6%	61,786 $2.87 Million
Q3 2022 Nov 14, 2022	BUY	$45.93 - $47.9 $114,962 - $119,893	2,503 Added 3.67%	70,695 $3.26 Million
Q2 2022 Aug 09, 2022	BUY	$46.78 - $48.31 $60,346 - $62,319	1,290 Added 1.93%	68,192 $3.23 Million
Q1 2022 May 09, 2022	SELL	$48.28 - $50.36 $644,296 - $672,054	-13,345 Reduced 16.63%	66,902 $3.24 Million
Q4 2021 Feb 14, 2022	SELL	$50.4 - $51.06 $99,036 - $100,332	-1,965 Reduced 2.39%	80,247 $4.05 Million
Q3 2021 Nov 15, 2021	BUY	$51.04 - $51.35 $2.09 Million - $2.1 Million	40,908 Added 99.04%	82,212 $4.2 Million
Q2 2021 Aug 13, 2021	SELL	$51.18 - $51.42 $2.55 Million - $2.56 Million	-49,775 Reduced 54.65%	41,304 $2.12 Million
Q1 2021 May 17, 2021	BUY	$51.2 - $51.67 $2.35 Million - $2.37 Million	45,908 Added 101.63%	91,079 $4.67 Million
Q4 2020 Feb 16, 2021	BUY	$51.33 - $51.65 $2.32 Million - $2.33 Million	45,171 New	45,171 $2.33 Million
Q2 2020 Aug 14, 2020	SELL	$50.12 - $51.49 $2.78 Million - $2.85 Million	-55,394 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$48.23 - $51.34 $2.67 Million - $2.84 Million	55,394 New	55,394 $2.8 Million

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

57.6M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Wealthspire Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History