A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 7,571 shares of IUSB stock, worth $356,064. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,571
Previous 17,632 57.06%
Holding current value
$356,064
Previous $803,000 57.41%
% of portfolio
0.06%
Previous 0.16%

Shares

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

Jul 18, 2024

SELL
$44.3 - $45.58 $445,702 - $458,580
-10,061 Reduced 57.06%
7,571 $342,000
Q1 2024

May 02, 2024

BUY
$45.02 - $46.27 $465,596 - $478,524
10,342 Added 141.87%
17,632 $803,000
Q4 2023

Feb 07, 2024

BUY
$42.6 - $46.25 $106,840 - $115,995
2,508 Added 52.45%
7,290 $335,000
Q2 2023

Jul 24, 2023

BUY
$45.12 - $46.45 $215,763 - $222,123
4,782 New
4,782 $217,000
Q4 2022

Jan 30, 2023

BUY
$43.31 - $46.11 $207,108 - $220,498
4,782 New
4,782 $214,000
Q2 2022

Jul 26, 2022

BUY
$45.73 - $49.5 $156,396 - $169,290
3,420 Added 34.93%
13,210 $618,000
Q1 2022

May 03, 2022

SELL
$49.13 - $52.58 $424,630 - $454,448
-8,643 Reduced 46.89%
9,790 $485,000
Q4 2021

Jan 31, 2022

BUY
$52.59 - $53.43 $22,613 - $22,974
430 Added 2.39%
18,433 $975,000
Q3 2021

Nov 12, 2021

SELL
$53.21 - $53.97 $133,823 - $135,734
-2,515 Reduced 12.26%
18,003 $958,000
Q2 2021

Jul 27, 2021

BUY
$52.74 - $53.49 $802,122 - $813,529
15,209 Added 286.48%
20,518 $1.1 Million
Q1 2021

Apr 27, 2021

BUY
$52.55 - $54.49 $82,556 - $85,603
1,571 Added 42.03%
5,309 $280,000
Q4 2020

Mar 19, 2021

BUY
$53.99 - $54.65 $201,814 - $204,281
3,738 New
3,738 $204,000

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Baron Silver Stevens Financial Advisors, LLC Portfolio

Follow Baron Silver Stevens Financial Advisors, 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 Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.