Zimmermann Investment Management & Planning LLC Ihares Core 1 5 Years Usd Bond Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	SELL	$46.26 - $46.9 $122,496 - $124,191	-2,648 Reduced 23.53%	8,606 $399,000
Q2 2023 Jul 13, 2023	SELL	$46.63 - $47.38 $9,932 - $10,091	-213 Reduced 1.86%	11,254 $524,000
Q1 2023 Apr 25, 2023	SELL	$46.16 - $47.28 $47,129 - $48,272	-1,021 Reduced 8.18%	11,467 $540,000
Q4 2022 Jan 20, 2023	SELL	$45.61 - $46.84 $689,623 - $708,220	-15,120 Reduced 54.77%	12,488 $0
Q3 2022 Nov 01, 2022	SELL	$45.93 - $47.9 $167,828 - $175,026	-3,654 Reduced 11.69%	27,608 $1.27 Million
Q2 2022 Jul 28, 2022	SELL	$46.78 - $48.31 $380,882 - $393,340	-8,142 Reduced 20.66%	31,262 $1.48 Million
Q1 2022 Apr 18, 2022	SELL	$48.28 - $50.36 $440,555 - $459,535	-9,125 Reduced 18.8%	39,404 $1.91 Million
Q4 2021 Feb 03, 2022	BUY	$50.4 - $51.06 $2.45 Million - $2.48 Million	48,529 New	48,529 $2.45 Million

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

Put Options Held

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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