Wealth Management Resources, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Wealth Management Resources, Inc.
- $276 Million
- Q1 2025
A detailed history of Wealth Management Resources, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 311,929 shares of ISTB stock, worth $15 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
311,929
Previous 296,477
5.21%
Holding current value
$15 Million
Previous $14.2 Million
6.49%
% of portfolio
5.47%
Previous 5.23%
Shares
6 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$87.6 Million8.02% of portfolio