A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 458,441 shares of IUSB stock, worth $20.7 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
458,441
Previous 410,639 11.64%
Holding current value
$20.7 Million
Previous $18.6 Million 16.33%
% of portfolio
1.46%
Previous 1.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$44.83 - $47.42 $2.14 Million - $2.27 Million
47,802 Added 11.64%
458,441 $21.6 Million
Q2 2024

Aug 12, 2024

BUY
$44.3 - $45.58 $3.97 Million - $4.08 Million
89,516 Added 27.88%
410,639 $18.6 Million
Q1 2024

May 13, 2024

BUY
$45.02 - $46.27 $7.7 Million - $7.92 Million
171,123 Added 114.08%
321,123 $14.6 Million
Q4 2023

Feb 08, 2024

SELL
$42.6 - $46.25 $5.24 Million - $5.69 Million
-123,058 Reduced 45.07%
150,000 $6.91 Million
Q3 2023

Nov 09, 2023

BUY
$43.62 - $45.64 $884,002 - $924,940
20,266 Added 8.02%
273,058 $11.9 Million
Q2 2023

Aug 14, 2023

BUY
$45.12 - $46.45 $11.4 Million - $11.7 Million
252,792 New
252,792 $11.5 Million

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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