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

Forum Private Client Group LLC

$225 Billion
Q3 2024

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 276,537 shares of IUSB stock, worth $12.4 Million. This represents 5.79% of its overall portfolio holdings.

Number of Shares

276,537

Previous 263,686 4.87%

Holding current value

$12.4 Million

Previous $11.9 Billion 9.28%

% of portfolio

5.79%

Previous 5.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

713

Shares Held

703M

Call Options Held

Put Options Held

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