Wr Wealth Planners, LLC Ishares Core Total Usd Bond Ma Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 23,078 shares of IUSB stock, worth $1.04 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

23,078

Previous 46,128 49.97%

Holding current value

$1.04 Million

Previous $2.17 Million 52.0%

% of portfolio

0.35%

Previous 0.63%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$45.07 - $47.1 $1.04 Million - $1.09 Million	-23,050 Reduced 49.97%	23,078 $1.04 Million
Q3 2024 Oct 17, 2024	SELL	$44.83 - $47.42 $3,182 - $3,366	-71 Reduced 0.15%	46,128 $2.17 Million
Q2 2024 Jul 31, 2024	SELL	$44.3 - $45.58 $37,433 - $38,515	-845 Reduced 1.8%	46,199 $2.09 Million
Q1 2024 Jul 31, 2024	SELL	$45.02 - $46.27 $309,782 - $318,383	-6,881 Reduced 12.76%	47,044 $2.14 Million
Q4 2023 Jul 30, 2024	BUY	$42.6 - $46.25 $2.3 Million - $2.49 Million	53,925 New	53,925 $2.48 Million
Q3 2023 Aug 01, 2024	SELL	$43.62 - $45.64 $43,750 - $45,776	-1,003 Reduced 1.63%	60,465 $2.64 Billion
Q2 2023 Aug 01, 2024	BUY	$45.12 - $46.45 $688,937 - $709,245	15,269 Added 33.05%	61,468 $2.79 Billion
Q1 2023 Aug 01, 2024	BUY	$44.68 - $46.69 $741,330 - $774,680	16,592 Added 35.91%	62,791 $2.9 Billion
Q4 2022 Oct 10, 2024	BUY	$43.31 - $46.11 $164,361 - $174,987	3,795 Added 7.51%	54,314 $2.44 Billion
Q3 2022 Oct 10, 2024	BUY	$44.1 - $48.01 $190,512 - $207,403	4,320 Added 9.35%	50,519 $2.25 Billion
Q2 2022 Oct 17, 2024	SELL	$45.73 - $49.5 $1,920 - $2,079	-42 Reduced 0.08%	52,311 $2.45 Billion
Q1 2022 Oct 17, 2024	BUY	$49.13 - $52.58 $305,834 - $327,310	6,225 Added 13.5%	52,353 $2.6 Billion

Others Institutions Holding IUSB

# of Institutions

743

Shares Held

710M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Wr Wealth Planners, LLC Ishares Core Total Usd Bond Ma Transaction History