Pur Efi Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

A detailed history of Pur Efi Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 10,298 shares of IUSB stock, worth $476,282. This represents 0.46% of its overall portfolio holdings.

Number of Shares

10,298

Holding current value

$476,282

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$45.07 - $47.1 $464,130 - $485,035	10,298 New	10,298 $465 Million

Others Institutions Holding IUSB

# of Institutions

771

Shares Held

700M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

141M
Shares

$6.53 Billion
2.12% of portfolio
Jones Financial Companies Lllp

60.5M
Shares

$2.8 Billion
2.61% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.77 Billion
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

44.6M
Shares

$2.06 Billion
0.85% of portfolio
Wells Fargo & Company San Francisco, CA

42.5M
Shares

$1.97 Billion
0.44% of portfolio

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.

Account

Pur Efi Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History