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

Vertex Planning Partners, LLC

$361 Billion
Q1 2024

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 45,156 shares of IUSB stock, worth $2.03 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

45,156

Previous 22,800 98.05%

Holding current value

$2.03 Million

Previous $1.05 Billion 95.99%

% of portfolio

0.57%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.58 - $46.11 $724,125 - $766,163	16,616 New	16,616 $747 Million

Others Institutions Holding IUSB

# of Institutions

662

Shares Held

605M

Call Options Held

700

Put Options Held

5.4K

View Full List

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