Sequent Planning LLC Ishares Core Total Usd Bond Ma Transaction History

Sequent Planning LLC

$272 Billion
Q4 2024

A detailed history of Sequent Planning LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Sequent Planning LLC holds 4,578 shares of IUSB stock, worth $207,932. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,578

Holding current value

$207,932

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$45.07 - $47.1 $206,330 - $215,623	4,578 New	4,578 $207 Million

Others Institutions Holding IUSB

# of Institutions

763

Shares Held

700M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

141M
Shares

$6.41 Billion
2.12% of portfolio
Jones Financial Companies Lllp

60.5M
Shares

$2.75 Billion
2.61% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.72 Billion
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

44.6M
Shares

$2.03 Billion
0.85% of portfolio
Wells Fargo & Company San Francisco, CA

42.5M
Shares

$1.93 Billion
0.44% of portfolio

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About ISHARES CORE TOTAL USD BOND MA

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Sequent Planning LLC Ishares Core Total Usd Bond Ma Transaction History