Balance Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Balance Wealth, LLC holds 52,755 shares of IUSB stock, worth $2.42 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
52,755Holding current value
$2.42 Million% of portfolio
1.58%Shares
1 transactions
Others Institutions Holding IUSB
# of Institutions
777Shares Held
695MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
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Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
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Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
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Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio