Wells Financial Advisors Inc Ishares Core Total Usd Bond Ma Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 15,900 shares of IUSB stock, worth $747,777. This represents 1.03% of its overall portfolio holdings.

Number of Shares
15,900
Previous 16,550 3.93%
Holding current value
$747,777
Previous $765,000 3.01%
% of portfolio
1.03%
Previous 1.07%

Shares

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

Oct 20, 2025
SELL
$45.6 - $46.92 $29,640 - $30,498
-650 Reduced 3.93%
15,900 $742,000
Q2 2025

Jul 25, 2025
SELL
$45.12 - $46.23 $241,392 - $247,330
-5,350 Reduced 24.43%
16,550 $765,000
Q3 2024

Nov 13, 2024
SELL
$44.83 - $47.42 $73,969 - $78,243
-1,650 Reduced 7.01%
21,900 $1.03 Million
Q2 2024

Aug 09, 2024
BUY
$44.3 - $45.58 $54,046 - $55,607
1,220 Added 5.46%
23,550 $1.06 Million
Q1 2024

May 13, 2024
BUY
$45.02 - $46.27 $8,553 - $8,791
190 Added 0.86%
22,330 $1.02 Million
Q4 2023

Feb 12, 2024
BUY
$42.6 - $46.25 $943,164 - $1.02 Million
22,140 New
22,140 $1.02 Million

Others Institutions Holding IUSB

# of Institutions
820
Shares Held
693M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
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