Shore Haven Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 17,923 shares of IUSB stock, worth $815,854. This represents 0.42% of its overall portfolio holdings.

Number of Shares
17,923
Previous 14,898 20.3%
Holding current value
$815,854
Previous $673,000 25.41%
% of portfolio
0.42%
Previous 0.36%

Shares

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

Oct 24, 2024
BUY
$44.83 - $47.42 $135,610 - $143,445
3,025 Added 20.3%
17,923 $844,000
Q2 2024

Jul 24, 2024
BUY
$44.3 - $45.58 $17,321 - $17,821
391 Added 2.7%
14,898 $673,000
Q1 2024

May 02, 2024
BUY
$45.02 - $46.27 $58,616 - $60,243
1,302 Added 9.86%
14,507 $661,000
Q4 2023

Feb 06, 2024
BUY
$42.6 - $46.25 $23,217 - $25,206
545 Added 4.3%
13,205 $608,000
Q3 2023

Oct 24, 2023
BUY
$43.62 - $45.64 $18,320 - $19,168
420 Added 3.43%
12,660 $553,000
Q2 2023

Jul 19, 2023
SELL
$45.12 - $46.45 $2,526 - $2,601
-56 Reduced 0.46%
12,240 $556,000
Q1 2023

Apr 14, 2023
BUY
$44.68 - $46.69 $33,822 - $35,344
757 Added 6.56%
12,296 $567,000
Q4 2022

Jan 24, 2023
SELL
$43.31 - $46.11 $1.38 Million - $1.47 Million
-31,827 Reduced 73.39%
11,539 $0
Q3 2022

Nov 09, 2022
BUY
$44.1 - $48.01 $329,074 - $358,250
7,462 Added 20.78%
43,366 $1.93 Million
Q2 2022

Aug 01, 2022
SELL
$45.73 - $49.5 $438,687 - $474,853
-9,593 Reduced 21.08%
35,904 $1.68 Million
Q1 2022

May 13, 2022
BUY
$49.13 - $52.58 $2.24 Million - $2.39 Million
45,497 New
45,497 $2.26 Million

Others Institutions Holding IUSB

# of Institutions
705
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
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