Ridgeline Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

A detailed history of Ridgeline Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 11,812 shares of IUSB stock, worth $533,548. This represents 0.44% of its overall portfolio holdings.

Number of Shares

11,812

Holding current value

$533,548

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$45.07 - $47.1 $532,366 - $556,345	11,812 New	11,812 $534 Million

Others Institutions Holding IUSB

# of Institutions

743

Shares Held

710M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

159M
Shares

$7.18 Billion
2.48% of portfolio
Jones Financial Companies Lllp

60.5M
Shares

$2.73 Billion
2.61% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.7 Billion
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

44.6M
Shares

$2.02 Billion
0.85% of portfolio
Wells Fargo & Company San Francisco, CA

40M
Shares

$1.81 Billion
0.43% of portfolio

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth, LLC with notifications on news.

Account

Ridgeline Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History