Wj Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wj Wealth Management, LLC holds 13,659 shares of IUSB stock, worth $618,342. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,659
Previous 71,520 80.9%
Holding current value
$618,342
Previous $3.23 Million 80.12%
% of portfolio
0.24%
Previous 1.21%

Shares

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

Oct 31, 2024
SELL
$44.83 - $47.42 $2.59 Million - $2.74 Million
-57,861 Reduced 80.9%
13,659 $643,000
Q2 2024

Aug 09, 2024
SELL
$44.3 - $45.58 $76,417 - $78,625
-1,725 Reduced 2.36%
71,520 $3.23 Million
Q1 2024

Apr 17, 2024
BUY
$45.02 - $46.27 $3.3 Million - $3.39 Million
73,245 New
73,245 $3.34 Million
Q4 2021

Feb 14, 2022
SELL
$52.59 - $53.43 $3.73 Million - $3.79 Million
-71,008 Closed
0 $0
Q3 2021

Oct 15, 2021
SELL
$53.21 - $53.97 $378,589 - $383,996
-7,115 Reduced 9.11%
71,008 $3.79 Million
Q3 2021

Oct 13, 2021
BUY
$53.21 - $53.97 $3.78 Million - $3.84 Million
71,076 Added 1008.6%
78,123 $3.79 Million
Q2 2021

Aug 04, 2021
SELL
$52.74 - $53.49 $244,871 - $248,354
-4,643 Reduced 39.72%
7,047 $377,000
Q1 2021

Apr 28, 2021
BUY
$52.55 - $54.49 $187,340 - $194,256
3,565 Added 43.88%
11,690 $617,000
Q4 2020

Jan 20, 2021
BUY
$53.99 - $54.65 $438,668 - $444,031
8,125 New
8,125 $443,000

Others Institutions Holding IUSB

# of Institutions
721
Shares Held
701M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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