Beverly Hills Private Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Beverly Hills Private Wealth, LLC
- $567 Billion
- Q3 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,960 shares of IUSB stock, worth $231,086. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,960
Previous 8,087
38.67%
Holding current value
$231,086
Previous $374 Million
38.03%
% of portfolio
0.04%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall 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