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

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 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 135,008 shares of IUSB stock, worth $6.15 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
135,008
Previous 116,361 16.03%
Holding current value
$6.15 Million
Previous $5.3 Billion 15.08%
% of portfolio
3.93%
Previous 3.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
635M
Call Options Held
800
Put Options Held
900
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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