Oak Harbor Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 6,599 shares of ISTB stock, worth $315,564. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,599
Previous 6,379 3.45%
Holding current value
$315,564
Previous $302,000 3.31%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$46.84 - $47.46 $10,304 - $10,441
220 Added 3.45%
6,599 $312,000
Q1 2024

Apr 23, 2024
SELL
$47.16 - $47.73 $13,723 - $13,889
-291 Reduced 4.36%
6,379 $302,000
Q4 2023

Feb 09, 2024
SELL
$46.0 - $47.56 $54,878 - $56,739
-1,193 Reduced 15.17%
6,670 $317,000
Q3 2023

Oct 19, 2023
BUY
$46.26 - $46.9 $100,985 - $102,382
2,183 Added 38.43%
7,863 $364,000
Q2 2023

Jul 27, 2023
BUY
$46.63 - $47.38 $139 - $142
3 Added 0.05%
5,680 $264,000
Q1 2023

Apr 24, 2023
SELL
$46.16 - $47.28 $4,523 - $4,633
-98 Reduced 1.7%
5,677 $267,000
Q4 2022

Jan 18, 2023
SELL
$45.61 - $46.84 $110,741 - $113,727
-2,428 Reduced 29.6%
5,775 $0
Q3 2022

Nov 03, 2022
SELL
$45.93 - $47.9 $53,370 - $55,659
-1,162 Reduced 12.41%
8,203 $378,000
Q2 2022

Jul 25, 2022
SELL
$46.78 - $48.31 $168,408 - $173,916
-3,600 Reduced 27.77%
9,365 $444,000
Q1 2022

May 11, 2022
BUY
$48.28 - $50.36 $13,566 - $14,151
281 Added 2.22%
12,965 $628,000
Q4 2021

Feb 17, 2022
BUY
$50.4 - $51.06 $639,273 - $647,645
12,684 New
12,684 $640,000

Others Institutions Holding ISTB

# of Institutions
384
Shares Held
59.1M
Call Options Held
0
Put Options Held
100
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
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