Theory Financial LLC Ishares Core Total Usd Bond Ma Transaction History
Theory Financial LLC
- $232 Million
- Q4 2024
A detailed history of Theory Financial LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Theory Financial LLC holds 116,086 shares of IUSB stock, worth $5.37 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
116,086
Previous 142,168
18.35%
Holding current value
$5.37 Million
Previous $6.7 Million
21.66%
% of portfolio
2.26%
Previous 2.57%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.53 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.8 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.77 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.97 Billion0.44% of portfolio