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

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 27,628 shares of IUSB stock, worth $1.29 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,628
Previous 60,757 54.53%
Holding current value
$1.29 Million
Previous $2.81 Million 54.06%
% of portfolio
0.06%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$45.6 - $46.92 $1.51 Million - $1.55 Million
-33,129 Reduced 54.53%
27,628 $1.29 Million
Q2 2025

Aug 13, 2025
SELL
$45.12 - $46.23 $794,518 - $814,064
-17,609 Reduced 22.47%
60,757 $2.81 Million
Q1 2025

May 13, 2025
BUY
$44.72 - $46.25 $1.71 Million - $1.77 Million
38,278 Added 95.48%
78,366 $3.61 Million
Q4 2024

Feb 07, 2025
SELL
$45.07 - $47.1 $219,445 - $229,329
-4,869 Reduced 10.83%
40,088 $1.81 Million
Q3 2024

Nov 08, 2024
SELL
$44.83 - $47.42 $814,023 - $861,052
-18,158 Reduced 28.77%
44,957 $2.12 Million
Q2 2024

Aug 13, 2024
BUY
$44.3 - $45.58 $1.87 Million - $1.92 Million
42,115 Added 200.55%
63,115 $2.85 Million
Q1 2024

Jun 11, 2024
SELL
$45.02 - $46.27 $96,838 - $99,526
-2,151 Reduced 9.29%
21,000 $957,000
Q4 2023

Feb 09, 2024
SELL
$42.6 - $46.25 $69,523 - $75,480
-1,632 Reduced 6.59%
23,151 $1.07 Million
Q3 2023

Nov 03, 2023
BUY
$43.62 - $45.64 $271,272 - $283,835
6,219 Added 33.5%
24,783 $1.08 Million
Q2 2023

Aug 04, 2023
SELL
$45.12 - $46.45 $104,497 - $107,578
-2,316 Reduced 11.09%
18,564 $844,000
Q1 2023

May 11, 2023
BUY
$44.68 - $46.69 $24,439 - $25,539
547 Added 2.69%
20,880 $963,000
Q4 2022

Feb 09, 2023
BUY
$43.31 - $46.11 $119,665 - $127,401
2,763 Added 15.73%
20,333 $913,000
Q3 2022

Nov 07, 2022
SELL
$44.1 - $48.01 $219,309 - $238,753
-4,973 Reduced 22.06%
17,570 $782,000
Q2 2022

Aug 01, 2022
BUY
$45.73 - $49.5 $370,367 - $400,900
8,099 Added 56.07%
22,543 $1.06 Million
Q1 2022

May 25, 2022
BUY
$49.13 - $52.58 $239,607 - $256,432
4,877 Added 50.98%
14,444 $717,000
Q4 2021

Feb 07, 2022
BUY
$52.59 - $53.43 $503,128 - $511,164
9,567 New
9,567 $506,000

Others Institutions Holding IUSB

# of Institutions
845
Shares Held
687M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email