Family Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Family Wealth Group, LLC
- $96.6 Million
- Q2 2025
A detailed history of Family Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,943 shares of IUSB stock, worth $885,395. This represents 0.91% of its overall portfolio holdings.
Number of Shares
18,943
Previous 21,129
10.35%
Holding current value
$885,395
Previous $973,000
10.07%
% of portfolio
0.91%
Previous 1.53%
Shares
11 transactions
Others Institutions Holding IUSB
# of Institutions
819Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.31 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.12 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.8 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.21 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.02 Billion0.43% of portfolio