Heritage Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 9,497 shares of IUSB stock, worth $426,985. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,497
Previous 10,285
7.66%
Holding current value
$426,985
Previous $473,000
8.67%
% of portfolio
0.22%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.04 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.56 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.23 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.8 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.44 Billion0.8% of portfolio