Goal Vest Advisory LLC Ishares Core Total Usd Bond Ma Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,625 shares of IUSB stock, worth $75,708. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,625
Previous 1,625
-0.0%
Holding current value
$75,708
Previous $75,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares 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