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

Wealthstar Advisors, LLC

$123 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$47.16 - $47.73 $13,676 - $13,841	-290 Reduced 0.67%	42,772 $2.03 Million
Q4 2023 Jan 12, 2024	SELL	$46.0 - $47.56 $3,588 - $3,709	-78 Reduced 0.18%	43,062 $2.05 Million
Q3 2023 Nov 06, 2023	SELL	$46.26 - $46.9 $6,013 - $6,097	-130 Reduced 0.3%	43,140 $2 Million
Q2 2023 Jul 14, 2023	SELL	$46.63 - $47.38 $15,574 - $15,824	-334 Reduced 0.77%	43,270 $2.02 Million
Q1 2023 May 03, 2023	SELL	$46.16 - $47.28 $54,053 - $55,364	-1,171 Reduced 2.62%	43,604 $2.06 Million
Q4 2022 Feb 14, 2023	SELL	$45.61 - $46.84 $66,134 - $67,918	-1,450 Reduced 3.14%	44,775 $2.08 Million
Q3 2022 Nov 14, 2022	BUY	$45.93 - $47.9 $505 - $526	11 Added 0.02%	46,225 $2.13 Million
Q2 2022 Aug 08, 2022	SELL	$46.78 - $48.31 $2.5 Million - $2.58 Million	-53,335 Reduced 53.58%	46,214 $2.19 Million
Q1 2022 May 13, 2022	SELL	$48.28 - $50.36 $2.65 Million - $2.76 Million	-54,891 Reduced 35.54%	99,549 $4.83 Million
Q4 2021 Feb 09, 2022	SELL	$50.4 - $51.06 $18,950 - $19,198	-376 Reduced 0.24%	154,440 $7.79 Million
Q3 2021 Nov 12, 2021	SELL	$51.04 - $51.35 $71,302 - $71,735	-1,397 Reduced 0.89%	154,816 $7.91 Million
Q2 2021 Aug 13, 2021	BUY	$51.18 - $51.42 $7.99 Million - $8.03 Million	156,213 New	156,213 $8.01 Million

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 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

$85.4 Million
0.0% of portfolio

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