Regimen Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Regimen Wealth, LLC holds 159,919 shares of IUSB stock, worth $7.35 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

159,919

Previous 136,381 17.26%

Holding current value

$7.35 Million

Previous $6.43 Billion 12.18%

% of portfolio

2.35%

Previous 2.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$45.07 - $47.1 $1.06 Million - $1.11 Million	23,538 Added 17.26%	159,919 $7.21 Billion
Q3 2024 Nov 13, 2024	BUY	$44.83 - $47.42 $75,762 - $80,139	1,690 Added 1.25%	136,381 $6.43 Billion
Q2 2024 Aug 14, 2024	BUY	$44.3 - $45.58 $1.85 Million - $1.9 Million	41,655 Added 44.77%	134,691 $6.09 Billion
Q1 2024 May 14, 2024	BUY	$45.02 - $46.27 $13,415 - $13,788	298 Added 0.32%	93,036 $4.24 Billion
Q4 2023 Feb 13, 2024	SELL	$42.6 - $46.25 $392,175 - $425,777	-9,206 Reduced 9.03%	92,738 $4.27 Billion
Q3 2023 Nov 13, 2023	BUY	$43.62 - $45.64 $39,912 - $41,760	915 Added 0.91%	101,944 $4.46 Billion
Q2 2023 Aug 08, 2023	BUY	$45.12 - $46.45 $424,849 - $437,373	9,416 Added 10.28%	101,029 $4.59 Billion
Q1 2023 May 05, 2023	BUY	$44.68 - $46.69 $498,360 - $520,780	11,154 Added 13.86%	91,613 $4.34 Billion
Q4 2022 Feb 06, 2023	BUY	$43.31 - $46.11 $3.48 Million - $3.71 Million	80,459 New	80,459 $3.61 Billion

Others Institutions Holding IUSB

# of Institutions

770

Shares Held

700M

Call Options Held

Put Options Held

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Regimen Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History