Ep Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,471 shares of IUSB stock, worth $567,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,471
Previous 9,168 36.03%
Holding current value
$567,679
Previous $414,000 41.79%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$44.83 - $47.42 $148,073 - $156,628
3,303 Added 36.03%
12,471 $587,000
Q2 2024

Aug 19, 2024
BUY
$44.3 - $45.58 $406,142 - $417,877
9,168 New
9,168 $414,000
Q3 2023

Nov 22, 2023
BUY
$43.62 - $45.64 $114,066 - $119,348
2,615 New
2,615 $114,000

Others Institutions Holding IUSB

# of Institutions
705
Shares Held
699M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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