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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 30,844 shares of IUSB stock, worth $1.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

30,844

Previous 33,012 6.57%

Holding current value

$1.4 Million

Previous $1.56 Billion 10.37%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$45.07 - $47.1 $97,711 - $102,112	-2,168 Reduced 6.57%	30,844 $1.39 Billion
Q3 2024 Oct 21, 2024	BUY	$44.83 - $47.42 $526,662 - $557,090	11,748 Added 55.25%	33,012 $1.56 Billion
Q2 2024 Jul 09, 2024	BUY	$44.3 - $45.58 $402,908 - $414,550	9,095 Added 74.74%	21,264 $962 Million
Q1 2024 Apr 15, 2024	BUY	$45.02 - $46.27 $21,609 - $22,209	480 Added 4.11%	12,169 $555 Million
Q4 2023 Jan 16, 2024	BUY	$42.6 - $46.25 $79,917 - $86,765	1,876 Added 19.12%	11,689 $539 Million
Q3 2023 Oct 23, 2023	BUY	$43.62 - $45.64 $428,043 - $447,865	9,813 New	9,813 $429 Million

Others Institutions Holding IUSB

# of Institutions

740

Shares Held

712M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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Kingswood Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History