Optivise Advisory Services LLC Ishares Core Total Usd Bond Ma Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,407 shares of IUSB stock, worth $248,992. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,407
Previous 49,816
89.15%
Holding current value
$248,992
Previous $2.25 Billion
88.93%
% of portfolio
0.14%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
781Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc142MShares$6.55 Billion2.19% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.79 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio