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

Beverly Hills Private Wealth, LLC

$433 Billion
Q1 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 22,700 shares of IUSB stock, worth $1.04 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

22,700

Previous 19,017 19.37%

Holding current value

$1.04 Million

Previous $876 Million 18.12%

% of portfolio

0.24%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.58 - $46.11 $403,594 - $427,024	9,261 New	9,261 $416 Million

Others Institutions Holding IUSB

# of Institutions

668

Shares Held

607M

Call Options Held

700

Put Options Held

5.4K

View Full List

About ISHARES CORE TOTAL USD BOND MA

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