Client 1 St Advisory Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Client 1 St Advisory Group, LLC
- $320 Million
- Q4 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 207,601 shares of IUSB stock, worth $9.67 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
207,601
Previous 177,333
17.07%
Holding current value
$9.67 Million
Previous $8.28 Million
16.77%
% of portfolio
3.02%
Previous 2.7%
Shares
19 transactions
Others Institutions Holding IUSB
# of Institutions
851Shares Held
688MCall 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