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

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 160,235 shares of IUSB stock, worth $7.47 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
160,235
Previous 169,427 5.43%
Holding current value
$7.47 Million
Previous $7.83 Million 4.44%
% of portfolio
0.41%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$45.6 - $46.92 $419,155 - $431,288
-9,192 Reduced 5.43%
160,235 $7.48 Million
Q2 2025

Jul 23, 2025
BUY
$45.12 - $46.23 $2.74 Million - $2.8 Million
60,659 Added 55.77%
169,427 $7.83 Million
Q1 2025

May 14, 2025
BUY
$44.72 - $46.25 $2.15 Million - $2.22 Million
47,979 Added 78.93%
108,768 $5.01 Million
Q4 2024

Jan 15, 2025
BUY
$45.07 - $47.1 $2.74 Million - $2.86 Million
60,789 New
60,789 $2.75 Million

Others Institutions Holding IUSB

# of Institutions
844
Shares Held
688M
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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