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

Kfa Private Wealth Group, LLC

$239 Million
Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 50,232 shares of IUSB stock, worth $2.28 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

50,232

Previous 52,060 3.51%

Holding current value

$2.28 Million

Previous $2.45 Million 7.46%

% of portfolio

0.95%

Previous 1.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$45.07 - $47.1 $82,387 - $86,098	-1,828 Reduced 3.51%	50,232 $2.27 Million
Q3 2024 Oct 18, 2024	SELL	$44.83 - $47.42 $205,097 - $216,946	-4,575 Reduced 8.08%	52,060 $2.45 Million
Q2 2024 Aug 07, 2024	SELL	$44.3 - $45.58 $622,813 - $640,809	-14,059 Reduced 19.89%	56,635 $2.56 Million
Q1 2024 May 01, 2024	BUY	$45.02 - $46.27 $460,149 - $472,925	10,221 Added 16.9%	70,694 $3.22 Million
Q4 2023 Feb 02, 2024	BUY	$42.6 - $46.25 $354,304 - $384,661	8,317 Added 15.95%	60,473 $2.79 Million
Q3 2023 Oct 25, 2023	SELL	$43.62 - $45.64 $1,526 - $1,597	-35 Reduced 0.07%	52,156 $2.28 Million
Q2 2023 Jul 18, 2023	BUY	$45.12 - $46.45 $104,678 - $107,764	2,320 Added 4.65%	52,191 $2.37 Million
Q1 2023 May 05, 2023	BUY	$44.68 - $46.69 $88,377 - $92,352	1,978 Added 4.13%	49,871 $2.3 Million
Q4 2022 Jan 31, 2023	SELL	$43.31 - $46.11 $270,600 - $288,095	-6,248 Reduced 11.54%	47,893 $2.15 Million
Q3 2022 Nov 02, 2022	SELL	$44.1 - $48.01 $209,430 - $227,999	-4,749 Reduced 8.06%	54,141 $2.41 Million
Q2 2022 Jul 18, 2022	BUY	$45.73 - $49.5 $139,979 - $151,519	3,061 Added 5.48%	58,890 $2.76 Million
Q1 2022 May 02, 2022	SELL	$49.13 - $52.58 $103,369 - $110,628	-2,104 Reduced 3.63%	55,829 $2.77 Million
Q4 2021 Jan 26, 2022	SELL	$52.59 - $53.43 $24,822 - $25,218	-472 Reduced 0.81%	57,933 $3.07 Million
Q3 2021 Oct 18, 2021	BUY	$53.21 - $53.97 $77,101 - $78,202	1,449 Added 2.54%	58,405 $3.11 Million
Q2 2021 Jul 22, 2021	BUY	$52.74 - $53.49 $117,768 - $119,443	2,233 Added 4.08%	56,956 $3.05 Million
Q1 2021 May 06, 2021	BUY	$52.55 - $54.49 $188,181 - $195,128	3,581 Added 7.0%	54,723 $2.89 Million
Q4 2020 Mar 08, 2021	BUY	$53.99 - $54.65 $94,482 - $95,637	1,750 Added 3.54%	51,142 $2.79 Million
Q3 2020 Nov 04, 2020	BUY	$54.22 - $55.13 $1.31 Million - $1.33 Million	24,183 Added 95.93%	49,392 $2.69 Million
Q2 2020 Jul 28, 2020	BUY	$52.24 - $54.33 $1.32 Million - $1.37 Million	25,209 New	25,209 $1.37 Million
Q1 2020 Apr 23, 2020	SELL	$48.96 - $54.34 $2.04 Million - $2.26 Million	-41,569 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$51.82 - $52.64 $2.15 Million - $2.19 Million	41,569 New	41,569 $2.17 Million

Others Institutions Holding IUSB

# of Institutions

728

Shares Held

705M

Call Options Held

Put Options Held

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