Kingswood Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 30,040 shares of IUSB stock, worth $1.4 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
30,040
Previous 26,844
11.91%
Holding current value
$1.4 Million
Previous $1.24 Billion
13.07%
% of portfolio
0.08%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding IUSB
# of Institutions
866Shares Held
692MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio