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 $16.8 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
365,756
Previous 147,349
148.22%
Holding current value
$16.8 Million
Previous $6.66 Million
152.51%
% of portfolio
1.4%
Previous 1.45%
Shares
11 transactions
Others Institutions Holding IUSB
# of Institutions
781Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc142MShares$6.55 Billion2.19% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.79 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
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Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio