Concorde Asset Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Concorde Asset Management, LLC
- $149 Million
- Q1 2024
A detailed history of Concorde Asset Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Concorde Asset Management, LLC holds 70,867 shares of IUSB stock, worth $3.2 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
70,867
Previous 52,228
35.69%
Holding current value
$3.2 Million
Previous $2.41 Million
34.25%
% of portfolio
2.16%
Previous 1.54%
Shares
13 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.08 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.58 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.24 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio