Personal Cfo Solutions, LLC Ishares Core Total Usd Bond Ma Transaction History

Personal Cfo Solutions, LLC

$600 Million
Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,599 shares of IUSB stock, worth $208,886. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,599

Previous 4,465 3.0%

Holding current value

$208,886

Previous $205,000 1.95%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$45.02 - $46.27 $6,032 - $6,200	134 Added 3.0%	4,599 $209,000
Q4 2023 Feb 13, 2024	SELL	$42.6 - $46.25 $338,542 - $367,548	-7,947 Reduced 64.03%	4,465 $205,000
Q3 2023 Nov 13, 2023	BUY	$43.62 - $45.64 $68,003 - $71,152	1,559 Added 14.36%	12,412 $542,000
Q2 2023 Aug 10, 2023	BUY	$45.12 - $46.45 $33,388 - $34,373	740 Added 7.32%	10,853 $493,000
Q1 2023 May 09, 2023	BUY	$44.68 - $46.69 $34,180 - $35,717	765 Added 8.18%	10,113 $466,000

Q4 2022 Feb 14, 2023	BUY	$43.58 - $46.11 $39,614 - $41,913	909 Added 10.77%	9,348 $420,000
Q3 2022 Nov 01, 2022	BUY	$44.92 - $48.01 $943 - $1,008	21 Added 0.25%	8,439 $376,000
Q2 2022 Aug 05, 2022	BUY	$45.73 - $49.5 $32,468 - $35,145	710 Added 9.21%	8,418 $394,000
Q1 2022 May 02, 2022	BUY	$49.13 - $52.58 $16,753 - $17,929	341 Added 4.63%	7,708 $383,000
Q4 2021 Feb 11, 2022	BUY	$52.59 - $53.43 $387,430 - $393,618	7,367 New	7,367 $390,000

Others Institutions Holding IUSB

# of Institutions

663

Shares Held

605M

Call Options Held

700

Put Options Held

5.4K

View Full List

About ISHARES CORE TOTAL USD BOND MA

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Personal Cfo Solutions, LLC Ishares Core Total Usd Bond Ma Transaction History