Wells Financial Advisors Inc Ishares Core Total Usd Bond Ma Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 22,330 shares of IUSB stock, worth $1 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
22,330
Previous 22,140
0.86%
Holding current value
$1 Million
Previous $1.02 Million
0.1%
% of portfolio
0.71%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.04 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.56 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.23 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.8 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.44 Billion0.8% of portfolio