White Lighthouse Investment Management Inc. Ishares Core Total Usd Bond Ma Transaction History

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 92,120 shares of IUSB stock, worth $4.18 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

92,120

Previous 90,521 1.77%

Holding current value

$4.18 Million

Previous $4.27 Million 2.39%

% of portfolio

0.73%

Previous 0.77%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$45.07 - $47.1 $72,066 - $75,312	1,599 Added 1.77%	92,120 $4.16 Million
Q3 2024 Oct 30, 2024	BUY	$44.83 - $47.42 $165,153 - $174,695	3,684 Added 4.24%	90,521 $4.27 Million
Q2 2024 Jul 15, 2024	SELL	$44.3 - $45.58 $303,366 - $312,131	-6,848 Reduced 7.31%	86,837 $3.93 Million
Q1 2024 May 07, 2024	BUY	$45.02 - $46.27 $135,915 - $139,689	3,019 Added 3.33%	93,685 $4.27 Million
Q4 2023 Jan 23, 2024	SELL	$42.6 - $46.25 $1.76 Million - $1.91 Million	-41,300 Reduced 31.3%	90,666 $4.18 Million
Q3 2023 Oct 18, 2023	SELL	$43.62 - $45.64 $174,349 - $182,423	-3,997 Reduced 2.94%	131,966 $5.77 Million
Q2 2023 Aug 07, 2023	BUY	$45.12 - $46.45 $5,640 - $5,806	125 Added 0.09%	135,963 $6.18 Million
Q1 2023 Apr 20, 2023	BUY	$44.68 - $46.69 $455,378 - $475,864	10,192 Added 8.11%	135,838 $6.27 Million
Q4 2022 Jan 24, 2023	BUY	$43.31 - $46.11 $2.22 Million - $2.37 Million	51,297 Added 68.99%	125,646 $0
Q3 2022 Oct 18, 2022	SELL	$44.1 - $48.01 $1.53 Million - $1.66 Million	-34,608 Reduced 31.76%	74,349 $3.31 Million
Q2 2022 Jul 20, 2022	BUY	$45.73 - $49.5 $4.98 Million - $5.39 Million	108,957 New	108,957 $5.1 Million

Others Institutions Holding IUSB

# of Institutions

757

Shares Held

697M

Call Options Held

Put Options Held

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White Lighthouse Investment Management Inc. Ishares Core Total Usd Bond Ma Transaction History