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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 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 108,768 shares of IUSB stock, worth $4.94 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
108,768
Previous 60,789 78.93%
Holding current value
$4.94 Million
Previous $2.75 Million 82.45%
% of portfolio
0.36%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
810
Shares Held
703M
Call Options Held
100
Put Options Held
401
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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