Vista Private Wealth Partners. LLC Ihares Core 1 5 Years Usd Bond Transaction History

Vista Private Wealth Partners. LLC

$256 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$51.18 - $51.42 $652,954 - $656,016	-12,758 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$51.2 - $51.67 $446,976 - $451,079	8,730 Added 216.73%	12,758 $658,000
Q4 2020 Jan 20, 2021	SELL	$51.33 - $51.65 $448,110 - $450,904	-8,730 Reduced 68.43%	4,028 $208,000
Q3 2020 Dec 22, 2020	BUY	$51.36 - $51.69 $12,120 - $12,198	236 Added 1.88%	12,758 $658,000
Q2 2020 Jul 15, 2020	BUY	$50.12 - $51.49 $501 - $514	10 Added 0.08%	12,522 $644,000
Q1 2020 Apr 16, 2020	BUY	$48.23 - $51.34 $227,983 - $242,684	4,727 Added 60.72%	12,512 $627,000
Q4 2019 Jan 08, 2020	BUY	$50.24 - $50.61 $111,784 - $112,607	2,225 Added 40.02%	7,785 $393,000
Q3 2019 Oct 16, 2019	BUY	$50.22 - $50.52 $23,703 - $23,845	472 Added 9.28%	5,560 $0
Q2 2019 Aug 27, 2019	BUY	N/A	5,088 New	5,088 $257,000

Others Institutions Holding ISTB

# of Institutions

406

Shares Held

61.3M

Call Options Held

0

Put Options Held

0

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

3.4M
Shares

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

3.07M
Shares

$147 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.9M
Shares

$91 Million
0.03% of portfolio

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