Genesis Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Genesis Wealth Advisors, LLC
- $142 Billion
- Q3 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 8,531 shares of IUSB stock, worth $397,459. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,531
Previous 8,383
1.77%
Holding current value
$397,459
Previous $388 Million
2.82%
% of portfolio
0.28%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
850Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio