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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 33,012 shares of IUSB stock, worth $1.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
33,012
Previous 21,264 55.25%
Holding current value
$1.5 Million
Previous $962 Million 61.77%
% of portfolio
0.11%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
705
Shares Held
699M
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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