Fermata Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Fermata Advisors, LLC holds 5,896 shares of IUSB stock, worth $268,503. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,896
Previous 6,774
12.96%
Holding current value
$268,503
Previous $306,000
11.44%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
772Shares Held
696MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.43 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.76 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.94 Billion0.44% of portfolio