Capital Planning LLC Ishares Core Total Usd Bond Ma Transaction History
Capital Planning LLC
- $300 Million
- Q1 2024
A detailed history of Capital Planning LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Capital Planning LLC holds 90,333 shares of IUSB stock, worth $4.1 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
90,333
Previous 86,590
4.32%
Holding current value
$4.1 Million
Previous $3.99 Million
3.23%
% of portfolio
1.37%
Previous 1.45%
Shares
14 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.1 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.59 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.25 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.82 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio