Modern Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 71,372 shares of IUSB stock, worth $3.26 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
71,372
Previous 56,244 26.9%
Holding current value
$3.26 Million
Previous $2.54 Billion 32.23%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$44.83 - $47.42 $678,188 - $717,369
15,128 Added 26.9%
71,372 $3.36 Billion
Q2 2024

Aug 07, 2024
BUY
$44.3 - $45.58 $595,613 - $612,823
13,445 Added 31.41%
56,244 $2.54 Billion
Q1 2024

May 13, 2024
BUY
$45.02 - $46.27 $1.93 Million - $1.98 Million
42,799 New
42,799 $1.92 Billion

Others Institutions Holding IUSB

# of Institutions
706
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email