Brandywine Oak Private Wealth LLC Ihares Core 1 5 Years Usd Bond Transaction History

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 4,134 shares of ISTB stock, worth $196,985. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,134
Holding current value
$196,985
% of portfolio
0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$47.18 - $48.74 $195,042 - $201,491
4,134 New
4,134 $201,000
Q1 2024

May 07, 2024
BUY
$47.16 - $47.73 $199,675 - $202,088
4,234 New
4,234 $200,000
Q4 2021

Feb 07, 2022
SELL
$50.4 - $51.06 $418,370 - $423,849
-8,301 Closed
0 $0
Q3 2021

Oct 18, 2021
BUY
$51.04 - $51.35 $16,128 - $16,226
316 Added 3.96%
8,301 $427,000
Q2 2021

Aug 09, 2021
BUY
$51.18 - $51.42 $97,190 - $97,646
1,899 Added 31.2%
7,985 $409,000
Q1 2021

May 06, 2021
SELL
$51.2 - $51.67 $162,662 - $164,155
-3,177 Reduced 34.3%
6,086 $312,000
Q4 2020

Feb 08, 2021
BUY
$51.33 - $51.65 $1,745 - $1,756
34 Added 0.37%
9,263 $478,000
Q3 2020

Oct 16, 2020
SELL
$51.36 - $51.69 $68,462 - $68,902
-1,333 Reduced 12.62%
9,229 $475,000
Q2 2020

Aug 06, 2020
BUY
$50.12 - $51.49 $42,852 - $44,023
855 Added 8.81%
10,562 $543,000
Q1 2020

May 06, 2020
BUY
$48.23 - $51.34 $468,168 - $498,357
9,707 New
9,707 $482,000

Others Institutions Holding ISTB

# of Institutions
388
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth LLC 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 Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email