Liberty Wealth Management LLC Ishares Core Total Usd Bond Ma Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Liberty Wealth Management LLC holds 640,906 shares of IUSB stock, worth $30.3 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
640,906
Previous 325,904
96.65%
Holding current value
$30.3 Million
Previous $14.8 Million
1.99%
% of portfolio
2.66%
Previous 2.89%
Shares
14 transactions
Others Institutions Holding IUSB
# of Institutions
684Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.2 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.83 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.46 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.9 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.54 Billion0.75% of portfolio