Beverly Hills Private Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 10,026 shares of IUSB stock, worth $455,681. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,026

Previous 15,942 37.11%

Holding current value

$455,681

Previous $751 Million 39.67%

% of portfolio

0.09%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$45.07 - $47.1 $266,634 - $278,643	-5,916 Reduced 37.11%	10,026 $453 Million
Q3 2024 Nov 12, 2024	SELL	$44.83 - $47.42 $50,433 - $53,347	-1,125 Reduced 6.59%	15,942 $751 Million
Q2 2024 Aug 07, 2024	SELL	$44.3 - $45.58 $249,541 - $256,752	-5,633 Reduced 24.81%	17,067 $772 Million
Q1 2024 May 08, 2024	BUY	$45.02 - $46.27 $165,808 - $170,412	3,683 Added 19.37%	22,700 $1.03 Billion
Q4 2023 Jan 29, 2024	SELL	$42.6 - $46.25 $156,725 - $170,153	-3,679 Reduced 16.21%	19,017 $876 Million
Q3 2023 Nov 08, 2023	SELL	$43.62 - $45.64 $1.12 Million - $1.17 Million	-25,564 Reduced 52.97%	22,696 $992 Million
Q2 2023 Aug 09, 2023	BUY	$45.12 - $46.45 $937,774 - $965,416	20,784 Added 75.64%	48,260 $2.17 Billion
Q1 2023 May 03, 2023	BUY	$44.68 - $46.69 $813,846 - $850,458	18,215 Added 196.69%	27,476 $1.27 Billion
Q4 2022 Feb 13, 2023	BUY	$43.31 - $46.11 $401,093 - $427,024	9,261 New	9,261 $416 Million

Others Institutions Holding IUSB

# of Institutions

764

Shares Held

700M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Account

Beverly Hills Private Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History