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

Vertex Planning Partners, LLC

$453 Billion
Q4 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 45,569 shares of IUSB stock, worth $2.09 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

45,569

Previous 58,378 21.94%

Holding current value

$2.09 Million

Previous $2.75 Billion 25.12%

% of portfolio

0.45%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$45.07 - $47.1 $577,301 - $603,303	-12,809 Reduced 21.94%	45,569 $2.06 Billion
Q3 2024 Nov 07, 2024	BUY	$44.83 - $47.42 $580,189 - $613,709	12,942 Added 28.48%	58,378 $2.75 Billion
Q2 2024 Aug 13, 2024	BUY	$44.3 - $45.58 $12,404 - $12,762	280 Added 0.62%	45,436 $2.05 Billion
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	$43.31 - $46.11 $719,638 - $766,163	16,616 New	16,616 $747 Million

Others Institutions Holding IUSB

# of Institutions

770

Shares Held

700M

Call Options Held

Put Options Held

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