Forum Private Client Group LLC Ishares Core Total Usd Bond Ma Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Forum Private Client Group LLC holds 301,504 shares of IUSB stock, worth $13.9 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares

301,504

Previous 289,784 4.04%

Holding current value

$13.9 Million

Previous $13.1 Billion 6.07%

% of portfolio

6.03%

Previous 5.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$44.72 - $46.25 $524,118 - $542,050	11,720 Added 4.04%	301,504 $13.9 Billion
Q4 2024 Feb 13, 2025	BUY	$45.07 - $47.1 $597,042 - $623,933	13,247 Added 4.79%	289,784 $13.1 Billion
Q3 2024 Nov 12, 2024	BUY	$44.83 - $47.42 $576,110 - $609,394	12,851 Added 4.87%	276,537 $13 Billion
Q2 2024 Aug 13, 2024	BUY	$44.3 - $45.58 $349,172 - $359,261	7,882 Added 3.08%	263,686 $11.9 Billion
Q1 2024 May 15, 2024	BUY	$45.02 - $46.27 $680,342 - $699,232	15,112 Added 6.28%	255,804 $11.7 Billion
Q4 2023 Jan 19, 2024	BUY	$42.6 - $46.25 $10.3 Million - $11.1 Million	240,692 New	240,692 $11.1 Billion
Q2 2023 Aug 02, 2023	BUY	$45.12 - $46.45 $899,016 - $925,516	19,925 Added 10.36%	212,232 $9.65 Million
Q1 2023 May 15, 2023	BUY	$44.68 - $46.69 $432,591 - $452,052	9,682 Added 5.3%	192,307 $8.87 Million
Q4 2022 Feb 10, 2023	BUY	$43.31 - $46.11 $216,116 - $230,088	4,990 Added 2.81%	182,625 $8.21 Million
Q3 2022 Nov 10, 2022	BUY	$44.1 - $48.01 $375,952 - $409,285	8,525 Added 5.04%	177,635 $7.91 Million
Q2 2022 Aug 05, 2022	BUY	$45.73 - $49.5 $1.24 Million - $1.34 Million	27,051 Added 19.04%	169,110 $7.92 Million
Q1 2022 Aug 05, 2022	BUY	$49.13 - $52.58 $6.98 Million - $7.47 Million	142,059 New	142,059 $7.05 Million

Others Institutions Holding IUSB

# of Institutions

792

Shares Held

696M

Call Options Held

Put Options Held

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Forum Private Client Group LLC Ishares Core Total Usd Bond Ma Transaction History