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

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,932 shares of ISTB stock, worth $188,618. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,932

Previous 6,101 35.55%

Holding current value

$188,618

Previous $296,000 36.82%

% of portfolio

0.03%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$47.58 - $48.56 $103,201 - $105,326	-2,169 Reduced 35.55%	3,932 $187,000
Q3 2024 Nov 04, 2024	SELL	$47.18 - $48.74 $6,180 - $6,384	-131 Reduced 2.1%	6,101 $296,000
Q2 2024 Jul 26, 2024	BUY	$46.84 - $47.46 $8,618 - $8,732	184 Added 3.04%	6,232 $295,000
Q1 2024 Apr 29, 2024	SELL	$47.16 - $47.73 $99,413 - $100,614	-2,108 Reduced 25.85%	6,048 $286,000
Q4 2023 Jan 23, 2024	SELL	$46.0 - $47.56 $889,962 - $920,143	-19,347 Reduced 70.35%	8,156 $387,000
Q3 2023 Oct 25, 2023	SELL	$46.26 - $46.9 $298,839 - $302,974	-6,460 Reduced 19.02%	27,503 $1.28 Million
Q2 2023 Aug 03, 2023	SELL	$46.63 - $47.38 $310,695 - $315,692	-6,663 Reduced 16.4%	33,963 $1.58 Million
Q1 2023 May 08, 2023	SELL	$46.16 - $47.28 $699,508 - $716,481	-15,154 Reduced 27.17%	40,626 $1.92 Million
Q4 2022 Feb 13, 2023	SELL	$45.61 - $46.84 $158,221 - $162,487	-3,469 Reduced 5.85%	55,780 $2.59 Million
Q3 2022 Nov 04, 2022	SELL	$45.93 - $47.9 $212,609 - $221,729	-4,629 Reduced 7.25%	59,249 $2.73 Million
Q2 2022 Aug 11, 2022	BUY	$46.78 - $48.31 $24,559 - $25,362	525 Added 0.83%	63,878 $3.03 Million
Q1 2022 May 09, 2022	SELL	$48.28 - $50.36 $12,552 - $13,093	-260 Reduced 0.41%	63,353 $3.07 Million
Q4 2021 Feb 10, 2022	BUY	$50.4 - $51.06 $25,905 - $26,244	514 Added 0.81%	63,613 $3.21 Million
Q3 2021 Nov 12, 2021	BUY	$51.04 - $51.35 $435,218 - $437,861	8,527 Added 15.63%	63,099 $3.22 Million
Q2 2021 Aug 06, 2021	BUY	$51.18 - $51.42 $1.02 Million - $1.03 Million	19,975 Added 57.74%	54,572 $2.8 Million
Q1 2021 May 17, 2021	SELL	$51.2 - $51.67 $1.47 Million - $1.48 Million	-28,649 Reduced 45.3%	34,597 $1.77 Million
Q4 2020 Feb 16, 2021	BUY	$51.33 - $51.65 $1.18 Million - $1.19 Million	23,040 Added 57.3%	63,246 $3.27 Million
Q3 2020 Oct 30, 2020	SELL	$51.36 - $51.69 $272,259 - $274,008	-5,301 Reduced 11.65%	40,206 $2.07 Million
Q2 2020 Aug 13, 2020	BUY	$50.12 - $51.49 $30,422 - $31,254	607 Added 1.35%	45,507 $2.34 Million
Q1 2020 May 12, 2020	BUY	$48.23 - $51.34 $1.49 Million - $1.58 Million	30,802 Added 218.48%	44,900 $2.27 Million
Q4 2019 Feb 13, 2020	SELL	$50.24 - $50.61 $506,971 - $510,705	-10,091 Reduced 41.72%	14,098 $711,000
Q3 2019 Nov 13, 2019	BUY	$50.22 - $50.52 $2,310 - $2,323	46 Added 0.19%	24,189 $1.22 Million
Q2 2019 Aug 12, 2019	BUY	N/A	9,893 Added 69.42%	24,143 $1.22 Million
Q1 2019 May 14, 2019	SELL	N/A	-65 Reduced 0.45%	14,250 $711,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,525 Reduced 9.63%	14,315 $702,000
Q3 2018 Nov 05, 2018	SELL	N/A	-414 Reduced 2.55%	15,840 $776,000
Q2 2018 Aug 02, 2018	BUY	N/A	11,515 Added 242.98%	16,254 $798,000
Q1 2018 May 11, 2018	BUY	N/A	4,581 Added 2899.37%	4,739 $234,000
Q4 2017 Apr 18, 2018	BUY	N/A	158	158 $8,000

Others Institutions Holding ISTB

# of Institutions

408

Shares Held

62.2M

Call Options Held

Put Options Held

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