Family Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Family Wealth Group, LLC
- $105 Million
- Q3 2025
A detailed history of Family Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 19,510 shares of IUSB stock, worth $908,970. This represents 0.87% of its overall portfolio holdings.
Number of Shares
19,510
Previous 18,943
2.99%
Holding current value
$908,970
Previous $875,000
4.11%
% of portfolio
0.87%
Previous 0.91%
Shares
12 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