Bogart Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
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 91 shares of IUSB stock, worth $4,239. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 91
-0.0%
Holding current value
$4,239
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
846Shares 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