Mount Yale Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 150,775 shares of IUSB stock, worth $6.8 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
150,775
Previous 133,772
12.71%
Holding current value
$6.8 Million
Previous $6.05 Million
17.44%
% of portfolio
0.69%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.17 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.7 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.43 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.77 Billion0.85% of portfolio