Lifeworks Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 24,145 shares of IUSB stock, worth $1.1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
24,145
Previous 19,556
23.47%
Holding current value
$1.1 Million
Previous $884,000
28.62%
% of portfolio
0.23%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
735Shares Held
713MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.25 Billion2.48% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.76 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.83 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio