Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History
Bennett Associates Wealth Management
- $122 Billion
- Q3 2024
A detailed history of Bennett Associates Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bennett Associates Wealth Management holds 81,802 shares of IUSB stock, worth $3.73 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
81,802
Previous 78,374
4.37%
Holding current value
$3.73 Million
Previous $3.54 Billion
8.76%
% of portfolio
3.16%
Previous 3.19%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
690Shares Held
666MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc159MShares$7.25 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.37 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.83 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.49 Billion0.75% of portfolio