Burt Wealth Advisors Ishares Core Total Usd Bond Ma Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
A detailed history of Burt Wealth Advisors transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Burt Wealth Advisors holds 16,450 shares of IUSB stock, worth $766,405. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,450
Previous 16,450
-0.0%
Holding current value
$766,405
Previous $760,000
1.05%
% of portfolio
0.19%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
848Shares 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