Valpey Financial Services, LLC Ishares Core Total Usd Bond Ma Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Valpey Financial Services, LLC holds 13,653 shares of IUSB stock, worth $636,093. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,653
Previous 13,370
2.12%
Holding current value
$636,093
Previous $618 Million
3.18%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio