Alterna Wealth Management, Inc Ishares Core Total Usd Bond Ma Transaction History
Alterna Wealth Management, Inc
- $116 Million
- Q3 2025
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 72,172 shares of IUSB stock, worth $3.36 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
72,172
Previous 66,626
8.32%
Holding current value
$3.36 Million
Previous $3.08 Million
9.45%
% of portfolio
2.91%
Previous 2.56%
Shares
16 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