A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 419,646 shares of IUSB stock, worth $19.1 Million. This represents 11.94% of its overall portfolio holdings.

Number of Shares
419,646
Previous 238,877 75.67%
Holding current value
$19.1 Million
Previous $11 Billion 73.84%
% of portfolio
11.94%
Previous 7.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$45.02 - $46.27 $8.14 Million - $8.36 Million
180,769 Added 75.67%
419,646 $19.1 Billion
Q4 2023

Feb 07, 2024

BUY
$42.6 - $46.25 $10.2 Million - $11 Million
238,877 New
238,877 $11 Billion

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.