Cypress Wealth Services, LLC Ishares Core Total Usd Bond Ma Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 209,091 shares of IUSB stock, worth $9.43 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
209,091
Previous 186,721
11.98%
Holding current value
$9.43 Million
Previous $8.44 Million
16.69%
% of portfolio
2.1%
Previous 1.92%
Shares
15 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.17 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.7 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.43 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.77 Billion0.85% of portfolio