A detailed history of Simplicity Wealth,Llc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Simplicity Wealth,Llc holds 459,476 shares of IUSB stock, worth $20.9 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
459,476
Previous 351,826 30.6%
Holding current value
$20.9 Million
Previous $15.9 Million 36.09%
% of portfolio
2.09%
Previous 0.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$44.83 - $47.42 $4.83 Million - $5.1 Million
107,650 Added 30.6%
459,476 $21.7 Million
Q2 2024

Jul 10, 2024

BUY
$44.3 - $45.58 $2.54 Million - $2.61 Million
57,270 Added 19.44%
351,826 $15.9 Million
Q1 2024

Apr 24, 2024

BUY
$45.02 - $46.27 $4.45 Million - $4.57 Million
98,745 Added 50.43%
294,556 $13.4 Million
Q4 2023

Jan 29, 2024

BUY
$42.6 - $46.25 $2.02 Million - $2.19 Million
47,337 Added 31.88%
195,811 $9.02 Million
Q3 2023

Oct 19, 2023

BUY
$43.62 - $45.64 $2.3 Million - $2.41 Million
52,755 Added 55.11%
148,474 $6.49 Million
Q2 2023

Jul 26, 2023

BUY
$45.12 - $46.45 $874,560 - $900,340
19,383 Added 25.39%
95,719 $4.35 Million
Q1 2023

Apr 27, 2023

BUY
$44.68 - $46.69 $2.39 Million - $2.5 Million
53,535 Added 234.79%
76,336 $3.52 Million
Q4 2022

Feb 15, 2023

BUY
$43.31 - $46.11 $780,879 - $831,363
18,030 Added 377.91%
22,801 $1.02 Million
Q3 2022

Oct 12, 2022

BUY
$44.1 - $48.01 $210,401 - $229,055
4,771 New
4,771 $212,000

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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