Synergy Investment Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Synergy Investment Management, LLC holds 647 shares of IUSB stock, worth $29,813. This represents 0.01% of its overall portfolio holdings.
Number of Shares
647
Previous 635
1.89%
Holding current value
$29,813
Previous $28.7 Million
3.87%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
811Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.55 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.87 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.21 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.95 Billion0.45% of portfolio