Evensky & Katz LLC Ishares Core Total Usd Bond Ma Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 21, 2020	SELL	$54.22 - $55.13 $117,115 - $119,080	-2,160 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$52.24 - $54.33 $208 - $217	4 Added 0.19%	2,160 $117,000
Q1 2020 May 01, 2020	BUY	$48.96 - $54.34 $81,910 - $90,910	1,673 Added 346.38%	2,156 $113,000
Q4 2019 Feb 13, 2020	SELL	$51.82 - $52.64 $621 - $631	-12 Reduced 2.42%	483 $25,000
Q3 2019 Nov 07, 2019	BUY	$51.38 - $52.8 $25,433 - $26,136	495 New	495 $26,000
Q2 2019 Aug 06, 2019	SELL	$50.27 - $51.72 $259,493 - $266,978	-5,162 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$49.3 - $50.64 $41,757 - $42,892	847 Added 19.63%	5,162 $261,000
Q4 2018 Jan 29, 2019	BUY	$48.37 - $49.25 $68,395 - $69,639	1,414 Added 48.74%	4,315 $212,000
Q3 2018 Nov 15, 2018	BUY	$48.98 - $49.6 $110,253 - $111,649	2,251 Added 346.31%	2,901 $142,000
Q2 2018 Aug 03, 2018	SELL	$48.94 - $49.85 $3.3 Million - $3.36 Million	-67,373 Reduced 99.04%	650 $32,000
Q1 2018 May 04, 2018	BUY	$49.6 - $50.87 $3.37 Million - $3.46 Million	68,023 New	68,023 $3.4 Million

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

0

Put Options Held

0

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