Whipplewood Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 44 shares of IUSB stock, worth $2,026. This represents 0.02% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,026

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$44.72 - $46.25 $1,967 - $2,035	44 New	44 $26.7 Million

Others Institutions Holding IUSB

# of Institutions

799

Shares Held

700M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

142M
Shares

$6.55 Billion
2.19% of portfolio
Jones Financial Companies Lllp

60.5M
Shares

$2.79 Billion
2.61% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.76 Billion
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

48M
Shares

$2.21 Billion
0.9% of portfolio
Wells Fargo & Company San Francisco, CA

42.3M
Shares

$1.95 Billion
0.45% of portfolio

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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Whipplewood Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History