Baron Silver Stevens Financial Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q1 2025

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 7,280 shares of IUSB stock, worth $335,244. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,280

Previous 7,280 -0.0%

Holding current value

$335,244

Previous $329,000 1.82%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$45.07 - $47.1 $13,115 - $13,706	-291 Reduced 3.84%	7,280 $329,000
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

# of Institutions

810

Shares Held

701M

Call Options Held

100

Put Options Held

400

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About ISHARES CORE TOTAL USD BOND MA

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Baron Silver Stevens Financial Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History