Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 419,646 shares of IUSB stock, worth $19.1 Million. This represents 11.94% of its overall portfolio holdings.
Number of Shares
419,646
Previous 238,877
75.67%
Holding current value
$19.1 Million
Previous $11 Billion
73.84%
% of portfolio
11.94%
Previous 7.35%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
664Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.1 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.59 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.25 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.82 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio