Burt Wealth Advisors Ishares Core Total Usd Bond Ma Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 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 $751,765. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,450
Previous 16,877
2.53%
Holding current value
$751,765
Previous $762,000
0.52%
% of portfolio
0.19%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
810Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.5 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.85 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.2 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.93 Billion0.45% of portfolio