Bogart Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,000 shares of IUSB stock, worth $134,310. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,193
6.04%
Holding current value
$134,310
Previous $144,000
2.08%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
713Shares Held
703MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.12 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.68 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.41 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.79 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.76 Billion0.85% of portfolio