Bogart Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Bogart Wealth, LLC
- $1.98 Billion
- Q2 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,193 shares of IUSB stock, worth $150,166. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,193
Previous 3,000
6.43%
Holding current value
$150,166
Previous $136,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
684Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.18 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.82 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.44 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.54 Billion0.75% of portfolio