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

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

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 458,441 shares of IUSB stock, worth $20.9 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

458,441

Previous 410,639 11.64%

Holding current value

$20.9 Million

Previous $18.6 Million 16.33%

% of portfolio

1.46%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

705

Shares Held

699M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

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