Compass Ion Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 1,417,985 shares of IUSB stock, worth $65.1 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
1,417,985
Previous 1,215,315
16.68%
Holding current value
$65.1 Million
Previous $54.9 Million
18.95%
% of portfolio
8.36%
Previous 7.11%
Shares
8 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
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio