Rooted Wealth Advisors, Inc. Ishares Core 10+ Year Usd Bond Transaction History
Rooted Wealth Advisors, Inc.
- $203 Million
- Q1 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 59,307 shares of ILTB stock, worth $2.98 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
59,307
Previous 57,492
3.16%
Holding current value
$2.98 Million
Previous $2.94 Million
0.99%
% of portfolio
1.46%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding ILTB
# of Institutions
89Shares Held
9.49MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.9MShares$95.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$59 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY963KShares$48.4 Million0.0% of portfolio
-
Ae Wealth Management LLC799KShares$40.1 Million0.51% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN565KShares$28.4 Million0.01% of portfolio