Burt Wealth Advisors Ishares Core Total Usd Bond Ma Transaction History
Burt Wealth Advisors
- $393 Million
- Q1 2024
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 18,147 shares of IUSB stock, worth $820,607. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,147
Previous 17,692
2.57%
Holding current value
$820,607
Previous $815,000
1.47%
% of portfolio
0.21%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.08 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.58 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.24 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio