Cypress Wealth Services, LLC Ishares Core Total Usd Bond Ma Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q1 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 171,804 shares of IUSB stock, worth $7.89 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
171,804
Previous 184,782
7.02%
Holding current value
$7.89 Million
Previous $8.35 Million
5.42%
% of portfolio
1.69%
Previous 1.76%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
781Shares Held
696MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc142MShares$6.53 Billion2.19% 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