Rooted Wealth Advisors, Inc. Ishares Core 10+ Year Usd Bond Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 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 64,202 shares of ILTB stock, worth $3.42 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
64,202
Previous 59,307
8.25%
Holding current value
$3.42 Million
Previous $2.97 Million
9.65%
% of portfolio
1.44%
Previous 1.46%
Shares
4 transactions
Others Institutions Holding ILTB
# of Institutions
90Shares Held
7.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$73.3 Million0.01% of portfolio
-
Ae Wealth Management LLC933KShares$49.7 Million0.51% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN781KShares$41.6 Million0.01% of portfolio
-
Schroder Investment Management Group London, X0567KShares$30.2 Million0.03% of portfolio
-
New York State Common Retirement Fund567KShares$30.2 Million0.04% of portfolio