Valued Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,061 shares of IUSB stock, worth $49,431. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,061
Previous 1,086
2.3%
Holding current value
$49,431
Previous $50.2 Million
1.29%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
688MCall 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