Wetzel Investment Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$47.16 - $47.73 $27,635 - $27,969	-586 Reduced 93.46%	41 $1,000
Q4 2023 Jan 31, 2024	BUY	$46.0 - $47.56 $28,842 - $29,820	627 New	627 $30,000

Others Institutions Holding ISTB

# of Institutions

391

Shares Held

57.9M

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

About IHARES CORE 1-5 YEARS USD BOND

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