Wealth Plan Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 75,918 shares of IUSB stock, worth $3.46 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

75,918

Previous 89,184 14.87%

Holding current value

$3.46 Million

Previous $4.2 Billion 18.34%

% of portfolio

0.49%

Previous 0.56%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$45.07 - $47.1 $597,898 - $624,828	-13,266 Reduced 14.87%	75,918 $3.43 Billion
Q3 2024 Nov 05, 2024	BUY	$44.83 - $47.42 $338,152 - $357,689	7,543 Added 9.24%	89,184 $4.2 Billion
Q2 2024 Aug 09, 2024	BUY	$44.3 - $45.58 $121,426 - $124,934	2,741 Added 3.47%	81,641 $3.69 Billion
Q1 2024 May 07, 2024	BUY	$45.02 - $46.27 $1.53 Million - $1.58 Million	34,072 Added 76.01%	78,900 $3.6 Billion
Q4 2023 Jan 05, 2024	BUY	$42.6 - $46.25 $471,965 - $512,403	11,079 Added 32.83%	44,828 $2.07 Billion
Q3 2023 Nov 01, 2023	BUY	$43.62 - $45.64 $17,796 - $18,621	408 Added 1.22%	33,749 $1.48 Billion
Q2 2023 Jul 31, 2023	SELL	$45.12 - $46.45 $340,656 - $350,697	-7,550 Reduced 18.46%	33,341 $1.52 Billion
Q1 2023 May 10, 2023	BUY	$44.68 - $46.69 $80,200 - $83,808	1,795 Added 4.59%	40,891 $1.89 Billion
Q4 2022 Feb 16, 2023	SELL	$43.31 - $46.11 $70,422 - $74,974	-1,626 Reduced 3.99%	39,096 $1.78 Billion
Q1 2022 May 03, 2022	BUY	$49.13 - $52.58 $67,553 - $72,297	1,375 Added 3.49%	40,722 $1.94 Million
Q4 2021 Feb 01, 2022	BUY	$52.59 - $53.43 $25,295 - $25,699	481 Added 1.24%	39,347 $2.04 Million
Q3 2021 Dec 09, 2021	BUY	$53.21 - $53.97 $791,232 - $802,533	14,870 Added 61.97%	38,866 $2.07 Million
Q2 2021 Aug 19, 2021	BUY	$52.74 - $53.49 $419,283 - $425,245	7,950 Added 49.55%	23,996 $1.29 Million
Q1 2021 May 11, 2021	BUY	$52.55 - $54.49 $56,701 - $58,794	1,079 Added 7.21%	16,046 $852,000
Q4 2020 Feb 09, 2021	BUY	$53.99 - $54.65 $84,278 - $85,308	1,561 Added 11.64%	14,967 $809,000
Q3 2020 Dec 18, 2020	BUY	$54.22 - $55.13 $194,378 - $197,641	3,585 Added 36.5%	13,406 $728,000
Q2 2020 Aug 19, 2020	BUY	$52.24 - $54.33 $513,049 - $533,574	9,821 New	9,821 $536,000

Others Institutions Holding IUSB

# of Institutions

757

Shares Held

697M

Call Options Held

Put Options Held

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Wealth Plan Partners, LLC Ishares Core Total Usd Bond Ma Transaction History