Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 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 78,374 shares of IUSB stock, worth $3.68 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
78,374
Previous 76,387
2.6%
Holding current value
$3.68 Million
Previous $3.48 Billion
1.77%
% of portfolio
3.19%
Previous 3.14%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
682Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.17 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.81 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