Synergy Asset Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$51.2 - $51.67 $824,320 - $831,887	-16,100 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$51.33 - $51.65 $826,413 - $831,565	16,100 New	16,100 $0

Others Institutions Holding ISTB

# of Institutions

397

Shares Held

59.1M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$491 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

3.4M
Shares

$163 Million
11.27% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.7 Million
0.0% of portfolio

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