Concord Wealth Partners Ishares Core Total Usd Bond Ma Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$45.02 - $46.27 $21,969 - $22,579	-488 Reduced 48.03%	528 $24,000
Q4 2023 Apr 30, 2024	SELL	$42.6 - $46.25 $44,261 - $48,053	-1,039 Reduced 50.56%	1,016 $46,000
Q4 2023 Feb 05, 2024	SELL	$42.6 - $46.25 $44,261 - $48,053	-1,039 Reduced 50.56%	1,016 $46,000
Q3 2023 Apr 30, 2024	BUY	$43.62 - $45.64 $45,321 - $47,419	1,039 Added 102.26%	2,055 $89,000
Q2 2023 Aug 07, 2023	BUY	$45.12 - $46.45 $55,903 - $57,551	1,239 Added 151.84%	2,055 $93,000
Q1 2023 Apr 26, 2023	SELL	$44.68 - $46.69 $55,358 - $57,848	-1,239 Reduced 60.29%	816 $37,000
Q4 2022 Jan 27, 2023	BUY	$43.31 - $46.11 $89,002 - $94,756	2,055 New	2,055 $92,000
Q2 2022 Aug 04, 2022	BUY	$45.73 - $49.5 $1,234 - $1,336	27 Added 0.96%	2,826 $132,000
Q1 2022 Apr 20, 2022	BUY	$49.13 - $52.58 $67,455 - $72,192	1,373 Added 96.28%	2,799 $139,000
Q4 2021 Jan 21, 2022	BUY	$52.59 - $53.43 $74,993 - $76,191	1,426 New	1,426 $75,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

0

Put Options Held

0

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