Heritage Family Offices, LLP Ishares Core Total Usd Bond Ma Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Heritage Family Offices, LLP holds 14,062 shares of IUSB stock, worth $641,367. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,062
Previous 10,487
34.09%
Holding current value
$641,367
Previous $474 Million
39.72%
% of portfolio
0.34%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
706Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.25 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.46 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.83 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio