Wealthsource Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,603 shares of IUSB stock, worth $490,388. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,603

Holding current value

$490,388

% of portfolio

0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$42.6 - $46.25 $451,687 - $490,388	10,603 New	10,603 $488,000
Q1 2022 May 09, 2022	SELL	$49.13 - $52.58 $3.51 Million - $3.76 Million	-71,523 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$52.59 - $53.43 $3.08 Million - $3.13 Million	58,629 Added 454.7%	71,523 $3.79 Million
Q3 2021 Nov 18, 2021	BUY	$53.21 - $53.97 $122,861 - $124,616	2,309 Added 21.81%	12,894 $686,000
Q2 2021 Nov 18, 2021	BUY	$52.74 - $53.49 $558,252 - $566,191	10,585 New	10,585 $566,000
Q2 2020 Aug 17, 2020	SELL	$52.24 - $54.33 $2.32 Million - $2.42 Million	-44,463 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$48.96 - $54.34 $675,158 - $749,348	-13,790 Reduced 23.67%	44,463 $2.33 Million
Q4 2019 Feb 12, 2020	BUY	$51.82 - $52.64 $246,145 - $250,040	4,750 Added 8.88%	58,253 $3.04 Million
Q3 2019 Nov 15, 2019	BUY	$51.38 - $52.8 $928,436 - $954,096	18,070 Added 51.0%	53,503 $2.8 Million
Q2 2019 Aug 09, 2019	BUY	$50.27 - $51.72 $1.78 Million - $1.83 Million	35,433 New	35,433 $1.83 Million

Others Institutions Holding IUSB

# of Institutions

770

Shares Held

700M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Wealthsource Partners, LLC Ishares Core Total Usd Bond Ma Transaction History