Essential Planning, Llc. Ishares Core Total Usd Bond Ma Transaction History

Essential Planning, Llc.

  • $227 Million
  • Q2 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Essential Planning, Llc. holds 25,004 shares of IUSB stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
25,004
Previous 13,504 85.16%
Holding current value
$1.18 Million
Previous $615,000 83.74%
% of portfolio
0.5%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$44.3 - $45.58 $509,449 - $524,170
11,500 Added 85.16%
25,004 $1.13 Million
Q4 2023

Feb 13, 2024
BUY
$42.6 - $46.25 $352,898 - $383,135
8,284 Added 158.7%
13,504 $622,000
Q3 2023

Nov 08, 2023
BUY
$43.62 - $45.64 $227,696 - $238,240
5,220 New
5,220 $228,000

Others Institutions Holding IUSB

# of Institutions
684
Shares Held
616M
Call Options Held
800
Put Options Held
900
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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