Fullcircle Wealth LLC Ishares Core Total Usd Bond Ma Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Fullcircle Wealth LLC holds 71,218 shares of IUSB stock, worth $3.32 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
71,218
Previous 75,850
6.11%
Holding current value
$3.32 Million
Previous $3.51 Million
5.13%
% of portfolio
1.32%
Previous 1.45%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio