Ever Source Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 60,757 shares of IUSB stock, worth $2.86 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
60,757
Previous 78,366
22.47%
Holding current value
$2.86 Million
Previous $3.61 Million
22.24%
% of portfolio
0.14%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding IUSB
# of Institutions
820Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.35 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.14 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.82 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.22 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.04 Billion0.43% of portfolio