Mount Yale Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
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 114,533 shares of IUSB stock, worth $5.22 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
114,533
Previous 119,275
3.98%
Holding current value
$5.22 Million
Previous $5.39 Million
2.11%
% of portfolio
0.47%
Previous 0.45%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
771Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.43 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.76 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.94 Billion0.44% of portfolio