Wr Wealth Planners, LLC Ishares Core Total Usd Bond Ma Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 46,128 shares of IUSB stock, worth $2.12 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

46,128

Previous 46,199 0.15%

Holding current value

$2.12 Million

Previous $2.09 Million 4.02%

% of portfolio

0.63%

Previous 0.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$44.83 - $47.42 $3,182 - $3,366	-71 Reduced 0.15%	46,128 $2.17 Million
Q2 2024 Jul 31, 2024	SELL	$44.3 - $45.58 $37,433 - $38,515	-845 Reduced 1.8%	46,199 $2.09 Million
Q1 2024 Jul 31, 2024	SELL	$45.02 - $46.27 $309,782 - $318,383	-6,881 Reduced 12.76%	47,044 $2.14 Million
Q4 2023 Jul 30, 2024	BUY	$42.6 - $46.25 $2.3 Million - $2.49 Million	53,925 New	53,925 $2.48 Million
Q3 2023 Aug 01, 2024	SELL	$43.62 - $45.64 $43,750 - $45,776	-1,003 Reduced 1.63%	60,465 $2.64 Billion
Q2 2023 Aug 01, 2024	BUY	$45.12 - $46.45 $688,937 - $709,245	15,269 Added 33.05%	61,468 $2.79 Billion
Q1 2023 Aug 01, 2024	BUY	$44.68 - $46.69 $741,330 - $774,680	16,592 Added 35.91%	62,791 $2.9 Billion
Q4 2022 Oct 10, 2024	BUY	$43.31 - $46.11 $164,361 - $174,987	3,795 Added 7.51%	54,314 $2.44 Billion
Q3 2022 Oct 10, 2024	BUY	$44.1 - $48.01 $190,512 - $207,403	4,320 Added 9.35%	50,519 $2.25 Billion
Q2 2022 Oct 17, 2024	SELL	$45.73 - $49.5 $1,920 - $2,079	-42 Reduced 0.08%	52,311 $2.45 Billion
Q1 2022 Oct 17, 2024	BUY	$49.13 - $52.58 $305,834 - $327,310	6,225 Added 13.5%	52,353 $2.6 Billion

Others Institutions Holding IUSB

# of Institutions

695

Shares Held

676M

Call Options Held

800

Put Options Held

900

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About ISHARES CORE TOTAL USD BOND MA

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Wr Wealth Planners, LLC Ishares Core Total Usd Bond Ma Transaction History