Heritage Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 21,948 shares of IUSB stock, worth $1.01 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
21,948Holding current value
$1.01 Million% of portfolio
1.54%Shares
1 transactions
Others Institutions Holding IUSB
# of Institutions
818Shares Held
691MCall Options Held
100Put Options Held
400-
Envestnet Asset Management Inc135MShares$6.23 Billion1.92% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.88 Billion2.59% of portfolio
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Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC48MShares$2.22 Billion0.9% of portfolio
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Wells Fargo & Company San Francisco, CA42.3MShares$1.95 Billion0.45% of portfolio