A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 65,433 shares of IUSB stock, worth $2.98 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
65,433
Previous 59,603 9.78%
Holding current value
$2.98 Million
Previous $2.7 Million 14.4%
% of portfolio
0.57%
Previous 0.53%

Shares

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

Nov 06, 2024

BUY
$44.83 - $47.42 $261,358 - $276,458
5,830 Added 9.78%
65,433 $3.08 Million
Q3 2022

Nov 01, 2022

BUY
$44.1 - $48.01 $2.63 Million - $2.86 Million
59,603 New
59,603 $2.65 Million

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


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

Track Evolution Wealth Advisors, LLC Portfolio

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

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.