Balance Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Balance Wealth, LLC holds 51,724 shares of IUSB stock, worth $2.41 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
51,724
Previous 55,725
7.18%
Holding current value
$2.41 Million
Previous $2.58 Billion
6.22%
% of portfolio
0.6%
Previous 1.51%
Shares
3 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