Genesis Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 8,383 shares of IUSB stock, worth $394,252. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,383
Previous 9,698
13.56%
Holding current value
$394,252
Previous $447 Million
13.27%
% of portfolio
0.29%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
821Shares Held
694MCall 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