Kwb Wealth Ishares Core Total Usd Bond Ma Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Kwb Wealth holds 331,720 shares of IUSB stock, worth $15.3 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
331,720
Previous 218,525
51.8%
Holding current value
$15.3 Million
Previous $10.3 Million
45.62%
% of portfolio
1.9%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
776Shares Held
701MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.49 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio