Simplicity Wealth,Llc Ishares Core Total Usd Bond Ma Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Simplicity Wealth,Llc holds 365,756 shares of IUSB stock, worth $16.7 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
365,756
Previous 147,349
148.22%
Holding current value
$16.7 Million
Previous $6.66 Million
152.51%
% of portfolio
1.4%
Previous 1.45%
Shares
11 transactions
Others Institutions Holding IUSB
# of Institutions
810Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.5 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.85 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.2 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.93 Billion0.45% of portfolio