West Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, West Wealth Group, LLC holds 358,298 shares of IUSB stock, worth $16.5 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
358,298
Previous 344,859
3.9%
Holding current value
$16.5 Million
Previous $16.2 Million
0.33%
% of portfolio
4.87%
Previous 5.32%
Shares
13 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 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$1.95 Billion0.44% of portfolio