Simplicity Wealth,Llc Ishares Core Total Usd Bond Ma Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 459,476 shares of IUSB stock, worth $20.9 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
459,476
Previous 351,826
30.6%
Holding current value
$20.9 Million
Previous $15.9 Million
36.09%
% of portfolio
2.09%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding IUSB
# of Institutions
705Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.24 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.46 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.82 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio