Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

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 469,995 shares of IUSB stock, worth $21.7 Million. This represents 11.83% of its overall portfolio holdings.

Number of Shares

469,995

Previous 473,048 0.65%

Holding current value

$21.7 Million

Previous $21.4 Billion 1.29%

% of portfolio

11.83%

Previous 11.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$44.72 - $46.25 $136,530 - $141,201	-3,053 Reduced 0.65%	469,995 $21.7 Billion
Q4 2024 Feb 06, 2025	SELL	$45.07 - $47.1 $557,515 - $582,627	-12,370 Reduced 2.55%	473,048 $21.4 Billion
Q3 2024 Nov 12, 2024	BUY	$44.83 - $47.42 $3.56 Million - $3.76 Million	79,340 Added 19.54%	485,418 $22.9 Billion
Q2 2024 Jul 23, 2024	SELL	$44.3 - $45.58 $601,062 - $618,429	-13,568 Reduced 3.23%	406,078 $18.4 Billion
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

# of Institutions

822

Shares Held

693M

Call Options Held

100

Put Options Held

400

View Full List

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 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.

Account

Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History