Vertex Planning Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 138,858 shares of IUSB stock, worth $6.53 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
138,858
Previous 165,590 16.14%
Holding current value
$6.53 Million
Previous $7.63 Billion 15.87%
% of portfolio
1.34%
Previous 1.67%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$45.12 - $46.23 $1.21 Million - $1.24 Million
-26,732 Reduced 16.14%
138,858 $6.42 Billion
Q1 2025

May 14, 2025
BUY
$44.72 - $46.25 $5.37 Million - $5.55 Million
120,021 Added 263.38%
165,590 $7.63 Billion
Q4 2024

Feb 12, 2025
SELL
$45.07 - $47.1 $577,301 - $603,303
-12,809 Reduced 21.94%
45,569 $2.06 Billion
Q3 2024

Nov 07, 2024
BUY
$44.83 - $47.42 $580,189 - $613,709
12,942 Added 28.48%
58,378 $2.75 Billion
Q2 2024

Aug 13, 2024
BUY
$44.3 - $45.58 $12,404 - $12,762
280 Added 0.62%
45,436 $2.05 Billion
Q1 2024

May 13, 2024
BUY
$45.02 - $46.27 $1.01 Million - $1.03 Million
22,356 Added 98.05%
45,156 $2.06 Billion
Q4 2023

Feb 14, 2024
BUY
$42.6 - $46.25 $99,258 - $107,762
2,330 Added 11.38%
22,800 $1.05 Billion
Q3 2023

Nov 14, 2023
BUY
$43.62 - $45.64 $30,446 - $31,856
698 Added 3.53%
20,470 $895 Million
Q2 2023

Aug 14, 2023
BUY
$45.12 - $46.45 $56,309 - $57,969
1,248 Added 6.74%
19,772 $899 Million
Q1 2023

May 16, 2023
BUY
$44.68 - $46.69 $85,249 - $89,084
1,908 Added 11.48%
18,524 $855 Million
Q4 2022

Feb 06, 2023
BUY
$43.31 - $46.11 $719,638 - $766,163
16,616 New
16,616 $747 Million

Others Institutions Holding IUSB

# of Institutions
829
Shares Held
691M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

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