Avantra Family Wealth, Inc. Ishares Core Total Usd Bond Ma Transaction History
Avantra Family Wealth, Inc.
- $121 Billion
- Q2 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 42,424 shares of IUSB stock, worth $1.96 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
42,424
Previous 46,007
7.79%
Holding current value
$1.96 Million
Previous $2.12 Billion
7.49%
% of portfolio
1.62%
Previous 2.03%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
818Shares Held
691MCall Options Held
100Put Options Held
400-
Envestnet Asset Management Inc135MShares$6.23 Billion1.92% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.88 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.22 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.95 Billion0.45% of portfolio