Simplicity Wealth,Llc Ishares Core Total Usd Bond Ma Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Simplicity Wealth,Llc holds 147,349 shares of IUSB stock, worth $6.69 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

147,349

Previous 459,476 67.93%

Holding current value

$6.69 Million

Previous $21.7 Million 69.24%

% of portfolio

1.45%

Previous 2.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$45.07 - $47.1 $14.1 Million - $14.7 Million	-312,127 Reduced 67.93%	147,349 $6.66 Million
Q3 2024 Oct 09, 2024	BUY	$44.83 - $47.42 $4.83 Million - $5.1 Million	107,650 Added 30.6%	459,476 $21.7 Million
Q2 2024 Jul 10, 2024	BUY	$44.3 - $45.58 $2.54 Million - $2.61 Million	57,270 Added 19.44%	351,826 $15.9 Million
Q1 2024 Apr 24, 2024	BUY	$45.02 - $46.27 $4.45 Million - $4.57 Million	98,745 Added 50.43%	294,556 $13.4 Million
Q4 2023 Jan 29, 2024	BUY	$42.6 - $46.25 $2.02 Million - $2.19 Million	47,337 Added 31.88%	195,811 $9.02 Million
Q3 2023 Oct 19, 2023	BUY	$43.62 - $45.64 $2.3 Million - $2.41 Million	52,755 Added 55.11%	148,474 $6.49 Million
Q2 2023 Jul 26, 2023	BUY	$45.12 - $46.45 $874,560 - $900,340	19,383 Added 25.39%	95,719 $4.35 Million
Q1 2023 Apr 27, 2023	BUY	$44.68 - $46.69 $2.39 Million - $2.5 Million	53,535 Added 234.79%	76,336 $3.52 Million
Q4 2022 Feb 15, 2023	BUY	$43.31 - $46.11 $780,879 - $831,363	18,030 Added 377.91%	22,801 $1.02 Million
Q3 2022 Oct 12, 2022	BUY	$44.1 - $48.01 $210,401 - $229,055	4,771 New	4,771 $212,000

Others Institutions Holding IUSB

# of Institutions

738

Shares Held

718M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Simplicity Wealth,Llc Ishares Core Total Usd Bond Ma Transaction History