Ep Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 161,712 shares of IUSB stock, worth $7.53 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
161,712
Previous 7,069 2187.62%
Holding current value
$7.53 Million
Previous $325,000 2200.0%
% of portfolio
0.05%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$45.12 - $46.23 $6.98 Million - $7.15 Million
154,643 Added 2187.62%
161,712 $7.48 Million
Q1 2025

May 15, 2025
BUY
$44.72 - $46.25 $316,125 - $326,941
7,069 New
7,069 $325,000
Q3 2024

Nov 14, 2024
BUY
$44.83 - $47.42 $148,073 - $156,628
3,303 Added 36.03%
12,471 $587,000
Q2 2024

Aug 19, 2024
BUY
$44.3 - $45.58 $406,142 - $417,877
9,168 New
9,168 $414,000
Q3 2023

Nov 22, 2023
BUY
$43.62 - $45.64 $114,066 - $119,348
2,615 New
2,615 $114,000

Others Institutions Holding IUSB

# of Institutions
851
Shares Held
688M
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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