Apex Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Apex Wealth Management, LLC holds 6,674 shares of IUSB stock, worth $310,941. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,674
Previous 6,604
1.06%
Holding current value
$310,941
Previous $305 Million
2.11%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall 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