Forthright Family Wealth Advisory LLC Ishares Core Total Usd Bond Ma Transaction History

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 270,257 shares of IUSB stock, worth $12.2 Million. This represents 8.03% of its overall portfolio holdings.

Number of Shares
270,257
Previous 135,008 100.18%
Holding current value
$12.2 Million
Previous $6.11 Billion 104.83%
% of portfolio
8.03%
Previous 3.93%

Shares

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

Dec 09, 2024
BUY
$44.83 - $47.42 $6.06 Million - $6.41 Million
135,249 Added 100.18%
270,257 $12.5 Billion
Q2 2024

Aug 12, 2024
BUY
$44.3 - $45.58 $826,062 - $849,930
18,647 Added 16.03%
135,008 $6.11 Billion
Q1 2024

Apr 29, 2024
BUY
$45.02 - $46.27 $605,068 - $621,868
13,440 Added 13.06%
116,361 $5.3 Billion
Q4 2023

Feb 28, 2024
BUY
$42.6 - $46.25 $4.38 Million - $4.76 Million
102,921 New
102,921 $4.74 Billion

Others Institutions Holding IUSB

# of Institutions
708
Shares Held
702M
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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