Concorde Asset Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q1 2025
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 103,322 shares of IUSB stock, worth $4.76 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
103,322
Previous 116,043
10.96%
Holding current value
$4.76 Million
Previous $5.25 Million
9.23%
% of portfolio
2.6%
Previous 2.86%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
816Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.55 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.87 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.21 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.95 Billion0.45% of portfolio