Shira Ridge Wealth Management Ishares Core Total Usd Bond Ma Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
A detailed history of Shira Ridge Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 98,238 shares of IUSB stock, worth $4.58 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
98,238
Previous 85,345
15.11%
Holding current value
$4.58 Million
Previous $3.99 Billion
14.69%
% of portfolio
1.84%
Previous 1.69%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
864Shares 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
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Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
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Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio