Bms Financial Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 108,625 shares of IUSB stock, worth $4.88 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
108,625
Previous 206,384
47.37%
Holding current value
$4.88 Million
Previous $9.52 Million
48.14%
% of portfolio
3.34%
Previous 6.66%
Shares
7 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.04 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.56 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.23 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.8 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.44 Billion0.8% of portfolio