Lifeworks Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 23,233 shares of IUSB stock, worth $1.06 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
23,233
Previous 24,145
3.78%
Holding current value
$1.06 Million
Previous $1.14 Million
7.65%
% of portfolio
0.19%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
764Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.45 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.77 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.04 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.94 Billion0.44% of portfolio