Heritage Family Offices, LLP Ishares Core Total Usd Bond Ma Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Heritage Family Offices, LLP holds 22,568 shares of IUSB stock, worth $1.04 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
22,568
Previous 19,887
13.48%
Holding current value
$1.04 Million
Previous $899 Million
15.69%
% of portfolio
0.53%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
811Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.53 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.87 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.21 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.94 Billion0.45% of portfolio