Oregon Pacific Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Oregon Pacific Wealth Management, LLC
- $96.8 Billion
- Q4 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 15,563 shares of IUSB stock, worth $725,080. This represents 0.75% of its overall portfolio holdings.
Number of Shares
15,563
Previous 12,975
19.95%
Holding current value
$725,080
Previous $606 Million
19.51%
% of portfolio
0.75%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
866Shares Held
692MCall 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