Opes Wealth Management LLC Ishares Core Total Usd Bond Ma Transaction History
Opes Wealth Management LLC
- $429 Million
- Q1 2024
A detailed history of Opes Wealth Management LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Opes Wealth Management LLC holds 321,404 shares of IUSB stock, worth $14.6 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
321,404
Previous 312,275
2.92%
Holding current value
$14.6 Million
Previous $14.4 Million
1.85%
% of portfolio
3.42%
Previous 3.49%
Shares
21 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.1 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.59 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.25 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.82 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio