Family Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 19,710 shares of IUSB stock, worth $906,660. This represents 1.0% of its overall portfolio holdings.

Number of Shares
19,710
Previous 15,655 25.9%
Holding current value
$906,660
Previous $707,000 31.26%
% of portfolio
1.0%
Previous 0.77%

Shares

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

Nov 14, 2024
BUY
$44.83 - $47.42 $181,785 - $192,288
4,055 Added 25.9%
19,710 $928,000
Q2 2024

Aug 14, 2024
SELL
$44.3 - $45.58 $58,608 - $60,302
-1,323 Reduced 7.79%
15,655 $707,000
Q1 2024

Aug 14, 2024
BUY
$45.02 - $46.27 $122,004 - $125,391
2,710 Added 18.99%
16,978 $774,000
Q4 2023

Feb 14, 2024
BUY
$42.6 - $46.25 $607,816 - $659,895
14,268 New
14,268 $657,000

Others Institutions Holding IUSB

# of Institutions
774
Shares Held
701M
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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