Family Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 15,655 shares of IUSB stock, worth $736,254. This represents 0.77% of its overall portfolio holdings.

Number of Shares
15,655
Previous 16,978 7.79%
Holding current value
$736,254
Previous $774,000 8.66%
% of portfolio
0.77%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$44.3 - $45.58 $58,608 - $60,302
-1,323 Reduced 7.79%
15,655 $707,000
Q1 2024

Aug 14, 2024
BUY
$45.02 - $46.27 $122,004 - $125,391
2,710 Added 18.99%
16,978 $774,000
Q4 2023

Feb 14, 2024
BUY
$42.6 - $46.25 $607,816 - $659,895
14,268 New
14,268 $657,000

Others Institutions Holding IUSB

# of Institutions
682
Shares Held
616M
Call Options Held
800
Put Options Held
900
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email