Lifelong Wealth Advisors, Inc. Ishares Core Total Usd Bond Ma Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 81,412 shares of IUSB stock, worth $3.76 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
81,412
Previous 93,052
12.51%
Holding current value
$3.76 Million
Previous $4.29 Billion
12.22%
% of portfolio
1.25%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
822Shares Held
693MCall Options Held
100Put Options Held
400-
Envestnet Asset Management Inc135MShares$6.25 Billion1.92% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.88 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.77 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.22 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.96 Billion0.45% of portfolio