Shira Ridge Wealth Management Ishares Core Total Usd Bond Ma Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 97,929 shares of IUSB stock, worth $4.45 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

97,929

Previous 74,055 32.24%

Holding current value

$4.45 Million

Previous $3.49 Billion 26.85%

% of portfolio

2.17%

Previous 1.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$45.07 - $47.1 $1.08 Million - $1.12 Million	23,874 Added 32.24%	97,929 $4.43 Billion
Q3 2024 Oct 10, 2024	BUY	$44.83 - $47.42 $2.48 Million - $2.62 Million	55,294 Added 294.73%	74,055 $3.49 Billion
Q2 2024 Jul 11, 2024	BUY	$44.3 - $45.58 $50,369 - $51,824	1,137 Added 6.45%	18,761 $848 Million
Q1 2024 Apr 18, 2024	BUY	$45.02 - $46.27 $19,088 - $19,618	424 Added 2.47%	17,624 $803 Million
Q4 2023 Jan 10, 2024	SELL	$42.6 - $46.25 $67,819 - $73,630	-1,592 Reduced 8.47%	17,200 $792 Million
Q3 2023 Oct 10, 2023	BUY	$43.62 - $45.64 $55,659 - $58,236	1,276 Added 7.28%	18,792 $821 Million
Q2 2023 Jul 12, 2023	BUY	$45.12 - $46.45 $129,178 - $132,986	2,863 Added 19.54%	17,516 $796 Million
Q1 2023 May 08, 2023	BUY	$44.68 - $46.69 $654,696 - $684,148	14,653 New	14,653 $676 Million

Others Institutions Holding IUSB

# of Institutions

726

Shares Held

705M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Shira Ridge Wealth Management Ishares Core Total Usd Bond Ma Transaction History