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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 44,957 shares of IUSB stock, worth $2.03 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
44,957
Previous 63,115 28.77%
Holding current value
$2.03 Million
Previous $2.85 Million 25.79%
% of portfolio
0.14%
Previous 0.19%

Shares

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

Nov 08, 2024
SELL
$44.83 - $47.42 $814,023 - $861,052
-18,158 Reduced 28.77%
44,957 $2.12 Million
Q2 2024

Aug 13, 2024
BUY
$44.3 - $45.58 $1.87 Million - $1.92 Million
42,115 Added 200.55%
63,115 $2.85 Million
Q1 2024

Jun 11, 2024
SELL
$45.02 - $46.27 $96,838 - $99,526
-2,151 Reduced 9.29%
21,000 $957,000
Q4 2023

Feb 09, 2024
SELL
$42.6 - $46.25 $69,523 - $75,480
-1,632 Reduced 6.59%
23,151 $1.07 Million
Q3 2023

Nov 03, 2023
BUY
$43.62 - $45.64 $271,272 - $283,835
6,219 Added 33.5%
24,783 $1.08 Million
Q2 2023

Aug 04, 2023
SELL
$45.12 - $46.45 $104,497 - $107,578
-2,316 Reduced 11.09%
18,564 $844,000
Q1 2023

May 11, 2023
BUY
$44.68 - $46.69 $24,439 - $25,539
547 Added 2.69%
20,880 $963,000
Q4 2022

Feb 09, 2023
BUY
$43.31 - $46.11 $119,665 - $127,401
2,763 Added 15.73%
20,333 $913,000
Q3 2022

Nov 07, 2022
SELL
$44.1 - $48.01 $219,309 - $238,753
-4,973 Reduced 22.06%
17,570 $782,000
Q2 2022

Aug 01, 2022
BUY
$45.73 - $49.5 $370,367 - $400,900
8,099 Added 56.07%
22,543 $1.06 Million
Q1 2022

May 25, 2022
BUY
$49.13 - $52.58 $239,607 - $256,432
4,877 Added 50.98%
14,444 $717,000
Q4 2021

Feb 07, 2022
BUY
$52.59 - $53.43 $503,128 - $511,164
9,567 New
9,567 $506,000

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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