Wcg Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 411,575 shares of IUSB stock, worth $18.8 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

411,575

Previous 411,575 -0.0%

Holding current value

$18.8 Million

Previous $19 Million 0.01%

% of portfolio

1.56%

Previous 1.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$44.72 - $46.25 $3.01 Million - $3.11 Million	-67,246 Reduced 14.04%	411,575 $19 Million
Q4 2024 Feb 18, 2025	BUY	$45.07 - $47.1 $918,526 - $959,898	20,380 Added 4.45%	478,821 $21.6 Million
Q3 2024 Nov 13, 2024	BUY	$44.83 - $47.42 $2.14 Million - $2.27 Million	47,802 Added 11.64%	458,441 $21.6 Million
Q2 2024 Aug 12, 2024	BUY	$44.3 - $45.58 $3.97 Million - $4.08 Million	89,516 Added 27.88%	410,639 $18.6 Million
Q1 2024 May 13, 2024	BUY	$45.02 - $46.27 $7.7 Million - $7.92 Million	171,123 Added 114.08%	321,123 $14.6 Million
Q4 2023 Feb 08, 2024	SELL	$42.6 - $46.25 $5.24 Million - $5.69 Million	-123,058 Reduced 45.07%	150,000 $6.91 Million
Q3 2023 Nov 09, 2023	BUY	$43.62 - $45.64 $884,002 - $924,940	20,266 Added 8.02%	273,058 $11.9 Million
Q2 2023 Aug 14, 2023	BUY	$45.12 - $46.45 $11.4 Million - $11.7 Million	252,792 New	252,792 $11.5 Million

Others Institutions Holding IUSB

# of Institutions

810

Shares Held

703M

Call Options Held

100

Put Options Held

401

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About ISHARES CORE TOTAL USD BOND MA

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Wcg Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History