Baystate Wealth Management LLC Ishares Core Total Usd Bond Ma Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Baystate Wealth Management LLC holds 16,267 shares of IUSB stock, worth $747,956. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,267
Previous 16,380
0.69%
Holding current value
$747,956
Previous $716,000
4.61%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
776Shares Held
701MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.49 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio