Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History
Bennett Associates Wealth Management
- $121 Billion
- Q4 2024
A detailed history of Bennett Associates Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bennett Associates Wealth Management holds 106,459 shares of IUSB stock, worth $4.91 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
106,459
Previous 81,802
30.14%
Holding current value
$4.91 Million
Previous $3.85 Billion
24.84%
% of portfolio
3.99%
Previous 3.16%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
768Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.51 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.79 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio