A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 406,078 shares of IUSB stock, worth $18.6 Million. This represents 10.69% of its overall portfolio holdings.

Number of Shares
406,078
Previous 419,646 3.23%
Holding current value
$18.6 Million
Previous $19.1 Billion 4.02%
% of portfolio
10.69%
Previous 11.94%

Shares

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

Jul 23, 2024

SELL
$44.3 - $45.58 $601,062 - $618,429
-13,568 Reduced 3.23%
406,078 $18.4 Billion
Q1 2024

May 06, 2024

BUY
$45.02 - $46.27 $8.14 Million - $8.36 Million
180,769 Added 75.67%
419,646 $19.1 Billion
Q4 2023

Feb 07, 2024

BUY
$42.6 - $46.25 $10.2 Million - $11 Million
238,877 New
238,877 $11 Billion

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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