Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 485,418 shares of IUSB stock, worth $21.9 Million. This represents 12.22% of its overall portfolio holdings.
Number of Shares
485,418
Previous 406,078
19.54%
Holding current value
$21.9 Million
Previous $18.4 Billion
24.56%
% of portfolio
12.22%
Previous 10.69%
Shares
4 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$1.8 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.77 Billion0.85% of portfolio