Marshall Financial Group LLC Ishares Core Total Usd Bond Ma Transaction History

Marshall Financial Group LLC

$344 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	SELL	$44.92 - $48.01 $222,129 - $237,409	-4,945 Reduced 19.12%	20,915 $931,000
Q2 2022 Jul 25, 2022	SELL	$45.73 - $49.5 $655,813 - $709,879	-14,341 Reduced 35.67%	25,860 $1.21 Million
Q1 2022 May 10, 2022	SELL	$49.13 - $52.58 $183,353 - $196,228	-3,732 Reduced 8.49%	40,201 $2 Million
Q4 2021 Jan 27, 2022	SELL	$52.59 - $53.43 $10.5 Million - $10.7 Million	-200,170 Reduced 82.0%	43,933 $2.33 Million
Q3 2021 Oct 28, 2021	SELL	$53.21 - $53.97 $702,531 - $712,565	-13,203 Reduced 5.13%	244,103 $13 Million

Q2 2021 Jul 14, 2021	BUY	$52.74 - $53.49 $791,363 - $802,617	15,005 Added 6.19%	257,306 $13.8 Million
Q1 2021 Apr 20, 2021	BUY	$52.55 - $54.49 $421,503 - $437,064	8,021 Added 3.42%	242,301 $12.8 Million
Q4 2020 Jan 29, 2021	BUY	$53.99 - $54.65 $12.6 Million - $12.8 Million	234,280 New	234,280 $12.8 Million

Others Institutions Holding IUSB

# of Institutions

663

Shares Held

605M

Call Options Held

700

Put Options Held

5.4K

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.