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

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

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 20,384 shares of IUSB stock, worth $938,887. This represents 0.38% of its overall portfolio holdings.

Number of Shares
20,384
Previous 1,621,888 98.74%
Holding current value
$938,887
Previous $73.3 Million 1181.28%
% of portfolio
0.38%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$44.72 - $46.25 $71.6 Million - $74.1 Million
-1,601,504 Reduced 98.74%
20,384 $939 Million
Q4 2024

Feb 07, 2025
BUY
$45.07 - $47.1 $72 Million - $75.2 Million
1,596,884 Added 6386.51%
1,621,888 $73.3 Million
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
825
Shares Held
702M
Call Options Held
100
Put Options Held
401
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
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