Mine & Arao Wealth Creation & Management, Llc. Ishares Core Total Usd Bond Ma Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$52.55 - $54.49 $8,408 - $8,718	-160 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$53.99 - $54.65 $53 - $54	1 Added 0.63%	160 $9,000
Q3 2020 Nov 13, 2020	BUY	$54.22 - $55.13 $8,620 - $8,765	159 New	159 $9,000

Others Institutions Holding IUSB

# of Institutions

685

Shares Held

636M

Call Options Held

800

Put Options Held

900

Envestnet Asset Management Inc

131M
Shares

$5.98 Billion
2.11% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.73 Billion
0.06% of portfolio
Jones Financial Companies Lllp

52M
Shares

$2.37 Billion
2.72% of portfolio
Wells Fargo & Company San Francisco, CA

40.1M
Shares

$1.83 Billion
0.45% of portfolio
Lpl Financial LLC Fort Mill, SC

32.7M
Shares

$1.49 Billion
0.75% of portfolio

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