Burt Wealth Advisors Ishares Core Total Usd Bond Ma Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 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 $773,643. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,450
Previous 16,450
-0.0%
Holding current value
$773,643
Previous $758,000
0.26%
% of portfolio
0.18%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
821Shares Held
694MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.35 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.14 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.82 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.22 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.04 Billion0.43% of portfolio