West Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History

West Wealth Group, LLC

$280 Million
Q2 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, West Wealth Group, LLC holds 288,692 shares of IUSB stock, worth $13.6 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares

288,692

Previous 288,029 0.23%

Holding current value

$13.6 Million

Previous $13.1 Million 0.59%

% of portfolio

4.65%

Previous 4.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$44.3 - $45.58 $29,370 - $30,219	663 Added 0.23%	288,692 $13.1 Million
Q1 2024 May 08, 2024	BUY	$45.02 - $46.27 $6.37 Million - $6.55 Million	141,465 Added 96.52%	288,029 $13.1 Million
Q4 2023 Jan 18, 2024	SELL	$42.6 - $46.25 $78,043 - $84,730	-1,832 Reduced 1.23%	146,564 $6.75 Million
Q3 2023 Oct 06, 2023	SELL	$43.62 - $45.64 $378,839 - $396,383	-8,685 Reduced 5.53%	148,396 $6.49 Million
Q2 2023 Jul 26, 2023	SELL	$45.12 - $46.45 $33,569 - $34,558	-744 Reduced 0.47%	157,081 $7.14 Million
Q1 2023 Apr 06, 2023	SELL	$44.68 - $46.69 $26,182 - $27,360	-586 Reduced 0.37%	157,825 $7.28 Million
Q4 2022 Jan 23, 2023	BUY	$43.31 - $46.11 $1.13 Million - $1.2 Million	26,105 Added 19.73%	158,411 $0
Q3 2022 Oct 21, 2022	SELL	$44.1 - $48.01 $438,662 - $477,555	-9,947 Reduced 6.99%	132,306 $5.89 Million
Q2 2022 Jul 27, 2022	SELL	$45.73 - $49.5 $2.54 Million - $2.75 Million	-55,535 Reduced 28.08%	142,253 $6.66 Million
Q1 2022 May 05, 2022	SELL	$49.13 - $52.58 $2.67 Million - $2.86 Million	-54,340 Reduced 21.55%	197,788 $9.82 Million
Q4 2021 May 05, 2022	BUY	$52.59 - $53.43 $13.3 Million - $13.5 Million	252,128 New	252,128 $13.3 Million

Others Institutions Holding IUSB

# of Institutions

684

Shares Held

616M

Call Options Held

800

Put Options Held

900

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About ISHARES CORE TOTAL USD BOND MA

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West Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History