Holistic Planning, LLC Ishares Core Total Usd Bond Ma Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Holistic Planning, LLC holds 5,499 shares of IUSB stock, worth $250,094. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,499

Holding current value

$250,094

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$45.07 - $47.1 $247,839 - $259,002	5,499 New	5,499 $249 Million

Others Institutions Holding IUSB

# of Institutions

721

Shares Held

700M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

159M
Shares

$7.23 Billion
2.48% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.72 Billion
0.06% of portfolio
Jones Financial Companies Lllp

53.9M
Shares

$2.45 Billion
2.61% of portfolio
Wells Fargo & Company San Francisco, CA

40M
Shares

$1.82 Billion
0.43% of portfolio
Lpl Financial LLC Fort Mill, SC

39.3M
Shares

$1.79 Billion
0.85% of portfolio

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About ISHARES CORE TOTAL USD BOND MA

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Holistic Planning, LLC Ishares Core Total Usd Bond Ma Transaction History