Opal Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 368,660 shares of ISTB stock, worth $17.8 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
368,660
Previous 340,591
8.24%
Holding current value
$17.8 Million
Previous $16.3 Million
9.48%
% of portfolio
5.67%
Previous 5.01%
Shares
12 transactions
Others Institutions Holding ISTB
# of Institutions
414Shares Held
60.9MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$517 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$243 Million0.65% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$148 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.6 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI1.82MShares$87.7 Million8.02% of portfolio