Iht Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,274 shares of IUSB stock, worth $972,221. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,274

Previous 16,849 26.26%

Holding current value

$972,221

Previous $761,000 28.78%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$44.72 - $46.25 $197,886 - $204,656	4,425 Added 26.26%	21,274 $980,000
Q4 2024 Feb 14, 2025	SELL	$45.07 - $47.1 $336,222 - $351,366	-7,460 Reduced 30.69%	16,849 $761,000
Q3 2024 Nov 14, 2024	BUY	$44.83 - $47.42 $812,454 - $859,392	18,123 Added 292.97%	24,309 $1.15 Million
Q2 2024 Aug 14, 2024	BUY	$44.3 - $45.58 $22,327 - $22,972	504 Added 8.87%	6,186 $279,000
Q1 2024 May 15, 2024	SELL	$45.02 - $46.27 $99,944 - $102,719	-2,220 Reduced 28.09%	5,682 $259,000
Q4 2023 Feb 14, 2024	SELL	$42.6 - $46.25 $24,750 - $26,871	-581 Reduced 6.85%	7,902 $364,000
Q3 2023 Nov 14, 2023	SELL	$43.62 - $45.64 $476,112 - $498,160	-10,915 Reduced 56.27%	8,483 $370,000
Q2 2023 Aug 14, 2023	BUY	$45.12 - $46.45 $47,376 - $48,772	1,050 Added 5.72%	19,398 $882,000
Q1 2023 May 15, 2023	SELL	$44.68 - $46.69 $259,456 - $271,128	-5,807 Reduced 24.04%	18,348 $846,000
Q4 2022 Feb 14, 2023	SELL	$43.31 - $46.11 $332,101 - $353,571	-7,668 Reduced 24.1%	24,155 $1.09 Million
Q3 2022 Nov 22, 2022	BUY	$44.1 - $48.01 $1.4 Million - $1.53 Million	31,823 New	31,823 $1.42 Million
Q3 2021 Nov 15, 2021	SELL	$53.21 - $53.97 $1.02 Million - $1.03 Million	-19,110 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$52.74 - $53.49 $275,513 - $279,431	5,224 Added 37.62%	19,110 $1.02 Million
Q1 2021 May 18, 2021	BUY	$52.55 - $54.49 $729,709 - $756,648	13,886 New	13,886 $732,000

Others Institutions Holding IUSB

# of Institutions

810

Shares Held

703M

Call Options Held

100

Put Options Held

401

View Full List

About ISHARES CORE TOTAL USD BOND MA

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Iht Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History