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 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
331,720
Previous 218,525
51.8%
Holding current value
$15 Million
Previous $10.3 Million
45.62%
% of portfolio
1.9%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
720Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.2 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.71 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio