Fulcrum Equity Management Ishares Core Total Usd Bond Ma Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Fulcrum Equity Management holds 28,115 shares of IUSB stock, worth $1.29 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
28,115
Previous 24,462
14.93%
Holding current value
$1.29 Million
Previous $1.11 Million
19.71%
% of portfolio
1.16%
Previous 1.03%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio