A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 145,786 shares of IUSB stock, worth $6.69 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
145,786
Previous 119,762 21.73%
Holding current value
$6.69 Million
Previous $5.42 Billion 26.84%
% of portfolio
1.32%
Previous 1.12%

Shares

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

Oct 28, 2024

BUY
$44.83 - $47.42 $1.17 Million - $1.23 Million
26,024 Added 21.73%
145,786 $6.87 Billion
Q2 2024

Sep 11, 2024

BUY
$44.3 - $45.58 $2 Million - $2.06 Million
45,123 Added 60.45%
119,762 $5.42 Billion
Q1 2024

Sep 11, 2024

BUY
$45.02 - $46.27 $798,654 - $820,829
17,740 Added 31.18%
74,639 $3.4 Billion
Q4 2023

Sep 11, 2024

BUY
$42.6 - $46.25 $967,914 - $1.05 Million
22,721 Added 66.48%
56,899 $2.62 Billion
Q3 2023

Sep 11, 2024

BUY
$43.62 - $45.64 $319,603 - $334,404
7,327 Added 27.29%
34,178 $1.49 Billion
Q2 2023

Sep 11, 2024

SELL
$45.12 - $46.45 $402,696 - $414,566
-8,925 Reduced 24.95%
26,851 $1.22 Billion
Q1 2023

Sep 11, 2024

SELL
$44.68 - $46.69 $1.5 Million - $1.57 Million
-33,559 Reduced 48.4%
35,776 $1.65 Billion
Q4 2022

Sep 11, 2024

SELL
$43.31 - $46.11 $244,441 - $260,244
-5,644 Reduced 7.53%
69,335 $3.12 Billion
Q3 2022

Sep 11, 2024

SELL
$44.1 - $48.01 $250,796 - $273,032
-5,687 Reduced 7.05%
74,979 $3.34 Billion
Q2 2022

Sep 11, 2024

BUY
$45.73 - $49.5 $2.84 Million - $3.07 Million
62,045 Added 333.2%
80,666 $3.78 Billion
Q1 2022

Sep 11, 2024

BUY
$49.13 - $52.58 $92,511 - $99,008
1,883 Added 11.25%
18,621 $924 Million
Q4 2021

Sep 10, 2024

BUY
$52.59 - $53.43 $35,235 - $35,798
670 Added 4.17%
16,738 $886 Million
Q3 2021

Sep 10, 2024

BUY
$53.21 - $53.97 $96,097 - $97,469
1,806 Added 12.66%
16,068 $855 Million
Q2 2021

Sep 10, 2024

BUY
$52.74 - $53.49 $14,345 - $14,549
272 Added 1.94%
14,262 $763 Million
Q1 2021

Sep 10, 2024

BUY
$52.55 - $54.49 $192,333 - $199,433
3,660 Added 35.43%
13,990 $738 Million
Q4 2020

Sep 10, 2024

BUY
$53.99 - $54.65 $165,479 - $167,502
3,065 Added 42.19%
10,330 $564 Million
Q3 2020

Sep 10, 2024

BUY
$54.22 - $55.13 $393,908 - $400,519
7,265 New
7,265 $395 Million

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


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  • Sector ETFs
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