Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 406,078 shares of IUSB stock, worth $18.6 Million. This represents 10.69% of its overall portfolio holdings.
Number of Shares
406,078
Previous 419,646
3.23%
Holding current value
$18.6 Million
Previous $19.1 Billion
4.02%
% of portfolio
10.69%
Previous 11.94%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
673Shares Held
607MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.15 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.61 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.27 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.83 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.46 Billion0.8% of portfolio