Family Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
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 15,655 shares of IUSB stock, worth $736,254. This represents 0.77% of its overall portfolio holdings.
Number of Shares
15,655
Previous 16,978
7.79%
Holding current value
$736,254
Previous $774,000
8.66%
% of portfolio
0.77%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
682Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.18 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.82 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.44 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.54 Billion0.75% of portfolio